James Wong, CEO of Avidian Technologies, says, “With CRM software, a good place to start is for the team to industry leads start capturing their business contacts. Once they're fully on board with this process, start tracking sales with the new system. » Start small. Make sure that the contacts and the information they add are compatible with your system. When your users master the task at hand,
take them to the industry leads next level. Your CRM is cleaned and your users are trained at the same time. "Keep adding new items regularly until they are using all the features of the new solution in their daily routine." CRM Best Practice 4: Never Let Dirty Data Into Your CRM Never leave data in your CRM system without cleaning it. Otherwise,
it will accumulate and you will have a mountain of bad data at your hands. Data pollution occurs when: Integrations are industry leads faulty or misconfigured Humans make mistakes Data is changed in a business process Identify the source of data pollution and fix it systematically. Put on your detective hat and follow the faulty information. If the source is an integration, you'll have to play around with the configuration until the data is transferred correctly.