The Advanced Selling Podcast Less Clutter, More Deals
Feb 26, 2025
Cleaning up your CRM is crucial for effective sales. An overloaded pipeline is like a cluttered garage—hard to navigate and filled with junk. Regular monthly clean-outs not only improve accuracy but also lead to happier executives. Streamlining your data management opens up space for real growth opportunities. Discover actionable steps to keep your sales process clear and productive.
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CRM Cleanup
- Conduct monthly CRM cleanups to keep your data organized and accurate.
- Dedicate time each month to update information, add missing details, and ensure everything is in its proper place.
CRM Cleanout
- Perform monthly CRM cleanouts to remove stale or inactive deals from your pipeline.
- This creates space for new opportunities and provides a more realistic view of your sales forecast.
Shrinking the Funnel
- Regularly cleaning out your CRM shrinks your funnel by removing inactive deals.
- This creates a more accurate representation of your potential sales and allows for new opportunities to emerge.