Zooming Out – Cleaning Your CRM

If you’re like most sales, marketing, and operations leaders, you’ve probably struggled with dirty CRM data. When the data in your Salesforce instance is incomplete or inaccurate, almost every other aspect of your sales operations or marketing operations work is impacted. In this episode, Taft will share a simple but effective framework for approaching CRM data cleanup.

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Don’t let this topic intimidate you. While dirty CRM data is a huge problem for most orgs, it’s not actually as complicated as most operations professionals think. This episode covers why Salesforce data is so difficult to get right and how to avoid common mistakes.