#crm

Maintain clean, actionable CRM data. Required fields for contacts: name, email, phone, company, title, lead source. For opportunities: amount, close date, stage, next steps, MEDDIC scores. Daily habits: 1. Log all activities immediately (calls, emails, meetings). 2. Update opportunity stage after every touch. 3. Add notes with key takeaways. 4. Set clear next steps and due dates. Weekly: 1. Update close dates for slipping deals. 2. Archive dead opportunities. 3. Merge duplicate contacts. 4. Enrich data (add missing phone numbers, job titles). Monthly: validation reports (missing data, stale opportunities over 90 days untouched). Automation: Zapier to enrich from LinkedIn, PersistIQ for bounce detection. Clean data enables: accurate forecasting, effective reporting, team collaboration. Manager spot-checks 10 records weekly.

Optimize sales pipeline in CRM (Salesforce, HubSpot). Best practices: 1. Define clear stage criteria (qualification, demo, proposal, negotiation, closed). 2. Set expected close dates and deal values. 3. Track activities (calls, emails, meetings). 4. Automate follow-up reminders. 5. Forecast revenue by stage probability. 6. Identify bottlenecks and drop-off points. 7. Regular pipeline reviews (weekly). Maintain data hygiene. Archive stale deals. Focus on high-value, high-probability opportunities. Target 3x pipeline coverage.