If you live inside your CRM (and let's be real, most of us do), keeping it clean is essential. But it's not just about deleting outdated contacts or logging your last call. The real magic happens when your CRM becomes a tool that
actually works for you.
Here's how to make that happen (with some help from tools we'd happily bet our pipeline on):
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1. Turn Your Pipeline Into a Dashboard, Not a Dumpster When every deal is "active" and every lead is "warm," nothing is prioritized. Use color-coded stages, statuses, or tags to make your pipeline visually useful.
Try this:
With
monday.com's fully customizable pipelines, you can add urgency tags, priority fields, or automation that flags stagnant deals in real time. Bonus: You can see exactly where bottlenecks happen at a glance.
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2. Write Like You're Not the Only One Reading It One day you'll go on vacation (manifesting it ๐). And someone else will need to jump into your CRM. Will they be able to follow what's happening?
Do this:
- Summarize convos in deal notes.
- Include context like: "Client prefers texts" or "Wants to revisit in Q3."
- Use templates for follow-ups so messages stay consistent.
Tools like
Close make this easy with built-in calling, email, and SMS—all tracked directly inside the CRM. No more digging through inboxes for that one line they said last week.
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3. Automate the Boring Stuff Set it and forget it (but not really). Smart automations = fewer dropped balls.
Here's how:
- Create a task every time a deal hits a specific stage.
- Auto-send intro emails after an initial discovery call.
- Remind yourself to follow up if there's no reply in X days.
Tools like
monday.com's automation recipes can handle this with no-code workflows that keep your team humming. Or use
Close's built-in follow-up sequences to make sure prospects don't ghost without a nudge.
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4. Check Your Data Hygiene Like It's Your Skincare Routine A clean CRM is a productive CRM.
Quick wins:
- Merge duplicate contacts weekly.
- Archive dead deals instead of leaving them in limbo.
- Standardize tags and custom fields (e.g., "Partner Lead" vs. "Partnered Lead"—pick one).
Set a recurring Friday calendar block for your "CRM Glow-Up." Even 20 minutes helps you spot junk before it snowballs.
If your current tool feels more confusing than helpful, it's time for an upgrade.
monday.com and
Close are built to help you stay on top of deals, stay in sync with your team, and actually move things forward.
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