Spring CRM Cleaning... Any best practices you can share?

Posted March 8, 2022 in
Leaders Leaders
We annually review our data in our CRM to see if the data is accurate, dedupe, merge records, and look for bad behavior from our integrations and our staff that touch it. Does anyone have any best practices to share on cleaning up your data so that it can be used by your marketing automation tools?

1 1
1 Comment
Share
User Profile

Log in to leave a comment or

Connor DeLaney
Keven Ellison few ideas for ya:

More from this community