E-BOOK
Cultivating Clean CRM Database at InsuredMine
Your guide to a clean and pristine CRM
CRMs can lose their effectiveness without proper maintenance. A “clean” database consist of up-to-date, active and engaged contacts. When this data is disorganized, you may lose opportunities for revenue. So, if you can’t remember the last time you performed data clean up, here’s why it’s time to do so and how you can get started. Let’s grab a broom and begin cleaning!
What's inside?
How a disorganized CRM database harms
Learn how to merge or delete duplicate records in InsuredMine.
Using data validation as part of the sales process
Learn how the sales pipeline will help you have a valid information record in the deal card stages.
How customized fields can help you maintain structured data
Learn how to set custom fields while creating deal car via forms, in contacts module, and setting mandatory fields.
