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How do you keep your CRM clean throughout the year or does everyone panic before reporting season?

CRM cleanup usually becomes a priority only when reports start showing inconsistent numbers, duplicates pile up, or outdated records affect campaigns. How can I maintain data quality throughout the year?

Do you rely on regular checks, automation, or quarterly cleanup projects? Who owns it in your team?

submitted by /u/Nervous-Anywhere-241 to r/CRM
[link] [comments]

How do you keep your CRM clean throughout the year or does everyone panic before reporting season?

CRM cleanup usually becomes a priority only when reports start showing inconsistent numbers, duplicates pile up, or outdated records affect campaigns. How can I maintain data quality throughout the year?

Do you rely on regular checks, automation, or quarterly cleanup projects? Who owns it in your team?

submitted by /u/Nervous-Anywhere-241
[link] [comments]
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