The Ultimate CRM

Cleanup Guide

Deep clean your customer database and optimize your marketing and sales

Your Guide to a Spotless CRM

No Bad Data Habits

Bad data that's outdated or duplicated can cost you up to $32K in lost sales per year. Create better input habits and get more from your sales team.

Don't Delete. Merge!

Learn how duplication of data can happen and how merging all your data doesn't have to be a pain ... especially with the right software.

Now Keep It Clean

Now that you've cleaned up your CRM data, it's time to keep it that way. Follow these tips to make sure you don't mess it up again.