Cleaning Up Your CRM

Remember the saying "whoever has the biggest Rolodex wins"? With all things going digital, managing a Rolodex doesn't make much sense anymore but having a robust and efficient CRM does.

Cleaning up your CRM is an important (but often forgotten) part of having an efficient marketing and sales strategy. Here at The Marketing Squad, we use HubSpot as our CRM and we are also a HubSpot gold partner. HubSpot allows us to track all leads, contacts, proposals, and closed deals. This helps us align our sales process and keep track of what's going on behind the scenes. We love HubSpot because it automatically adds anyone that fills out a form on our website to our contacts list. 

It's important to clean up "stale" clients who have not interacted with your company in years or may not be a good fit. For example, if someone in France downloads one of our content offers, we would remove them from our contact list since they don't fit in our niche. Removing contacts is just as important as adding contacts when it comes to having a super-efficient CRM. It's also notable to make sure your current clients' and prospects' information is up to date and accurate. 

Check out our free prospecting ebook here and learn more about getting your CRM in order in our Squad Talks episode below.