Definition: CRM Hygiene in sales and marketing refers to the practice of maintaining clean, accurate, and up-to-date data within a Customer Relationship Management (CRM) system such as SalesForce or HubSpot. This involves regularly cleaning and organizing data, removing duplicates, updating contact information, and ensuring that all entries are complete and current.
Good CRM hygiene is setting the table for effective sales and marketing strategies, as it ensures that customer data is reliable and useful for personalized communication, sales forecasting, customer segmentation, and other marketing efforts.
If you engage with us for Fractional CMO Services or Head of Growth Services, your CRM hygiene will improve as a part of getting team-specific automated reporting set up.
Use It In a Sentence: Our team dedicates time each week to CRM hygiene, ensuring that our customer data is always accurate and up-to-date, which has significantly improved the effectiveness of our targeted marketing campaigns.
For Further Reading: Mastering Your Sales Funnel: Key Insights and Essential CRM Data Tracking Strategies | What Is RevOps? | 5 Frequent HubSpot Audit Issues Mastering Your Sales Funnel: Key Insights and Essential CRM Data Tracking Strategies
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