Your CRM should be the one place your team trusts for the full story on every customer. This series shows you how to get there, one quick win at a time.

Each post gives you two things:

• The quick win: something you can do today in HubSpot, Salesforce or Pipedrive.
• Make it stick: the setting, rule or habit that keeps it working.

The Series

•  One customer, one record: merge duplicates and stop new ones  
•  A forecast you can trust: tidy up stale deals (Coming soon) 
•  Pipeline stages your whole team agrees on (Coming soon) 
•  Consistent data with dropdowns and required fields (Coming soon) 
•  Inbox and CRM, without the clutter (Coming soon) 
•  Fewer fields, faster CRM: clear out what nobody uses (Coming soon) 
• The 30-minute monthly CRM check-up (Coming soon)

Quick Questions

How often should I tidy up my CRM data?

A little and often works best. A short monthly check-up catches most things early, and a few simple rules stop many of them from happening at all.

Do I need extra tools?

Usually not to start. Each post uses what's built into HubSpot, Salesforce and Pipedrive, and flags anything that depends on your edition.

Can you do this for me?

Absolutely. Let's chat.

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