Back to Home
New post

How often are you auditing your CRM?

I just went into my CRM to do some cleaning and found a bunch of untouched accounts, overdue tasks, and unfinished campaigns (from previous and current reps).


I feel like we have waaaaay too many accounts in our CRM, and it's not possible for my team to be on top of each and every lead they get assigned.


How are you auditing which accounts should be taken by the SDR team, and which ones get kicked to the marketing team for drip campaigns? Is there a software that you use for help, or do you just regularly audit your CRM so it doesn't get too unruly?


Thanks!

Bravo
Join Bravado to comment on this post