Clean Up CRM Clutter

Be a minimalist. Many users expect their CRM to contain everything from A to Z and be perfect from day one. But I recommend starting with a “less is more” mentality. 

Make maintenance ongoing. As your teams, clients, and data mature, you’ll need to revisit your processes and look for opportunities to optimize and automate. 

Remove duplicates. If your CRM is more established and you need to declutter, you might find that removing duplicates can cut out a significant number of leads, people, or companies.