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MariSuper
Contributor

Year End Data Cleaning to give 2023 RevOps more impactful results!

As the year comes to an end, it’s time to review, clean up, prepare for the new year, launch new products, build new OKRs and goals, and re-energize our teams! It’s a lot!  But it’s really important to analyze, evolve your CRM & clean the data (contacts, sales, marketing, data flow) to ensure a productive new year.  Understand what worked, what can be improved, and what clutter to remove to help marketing and sales see the path line in creating new year quarterly and yearly goals.  

 

Cleaning your CRM data does what exactly? When you clean your CRM data you improve lead visualization, improve processes, and improve customer experience.  If leads are easier to see, you close more sales. If customers have seamless experience, more referrals happen.  Remove friction, increase forces.  

 

  • Individual Contributors (Sales, Account Executives) see leads, pipeline, & upsells better in clearer reports which EQUALS more sales & revenue.
  • Managers have a better understanding of employee’s activity for better coaching, closing tactics & timelines, and vision on selling roadblocks to fix for the new year.
  • ELT have a better understanding in new year initiatives & buildout, instead of over-hiring and lay-offs.
  • Marketing has better insight on stronger campaigns & ROI (Return on Investment or Revenue)
  • Product has a cleaner vision on building new products and services. 
  • Standardized formats helps everyone locate files, folders, and processes easier, saving time and effort.  Now, we can focus more time on helping prospects and clients.

 

For more detail on steps to take (with a FREE downlable checklist), please refer to the rest of this article: Year End Data Cleaning Article by Mari Manglaras.

 

Please feel free to reach out to me with any additional questions and/or comments.  Happy Cleaning!

 

 

3 Replies 3
HDamásio
Participant

Year End Data Cleaning to give 2023 RevOps more impactful results!

Thanks for sharing @MariSuper !

MiaSrebrnjak
Community Manager
Community Manager

Year End Data Cleaning to give 2023 RevOps more impactful results!

Thank you for sharing @MariSuper!

 

 


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MariSuper
Contributor

Year End Data Cleaning to give 2023 RevOps more impactful results!

Thank you, @MiaSrebrnjak. 🙂

0 Upvotes