If you’re anything like me, the new year gives you the push you need to reset for a successful year. Personally, this meant turning my house upside down, reorganizing, and making space to enjoy my home with my husband and son. Professionally, as a salesperson in a past life, it meant understanding the year’s performance objectives, completing business planning activities, and most thrillingly (!) - cleaning up CRM records.
In all seriousness, doing these things at the start of the year always brought me a sense of excitement because I knew I had a clean slate to achieve my goals, maximize my compensation plan, and compete to win the annual awards trip. While I may be the exception to the rule, let me explain why allocating time to completing the oh-so-mundane task of CRM cleanup should be viewed as a springboard for own success in the new year.
In this blog we’ll explore the four foundational CRM data elements that your sales leaders should focus on as they ensure CRM data is up to date and accurately reflecting pipeline potential.