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Content provided by LeadG2 and Maryanne McWhirter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by LeadG2 and Maryanne McWhirter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Oops! Our CRM is a Mess: How to Clean Up and Maintain a High-Functioning CRM

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Manage episode 508349502 series 3331318
Content provided by LeadG2 and Maryanne McWhirter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by LeadG2 and Maryanne McWhirter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode of The B2B Sales & Marketing Hotline, Emily and Maryanne dive into the all-too-common issue of messy CRMs. Together, they explore why CRMs often become cluttered with duplicate contacts, incomplete fields, and outdated information, causing stress and inefficiency. They also share actionable steps to clean up your CRM, including setting clear data standards and expectations for your team. We Want to Hear From You! Ask us any of your burning B2B Sales & Marketing questions below! Email Us: [email protected] Leave Us A Voicemail: https://www.speakpipe.com/B2Bsalesandmarketinghotline Connect with the Hosts! Maryanne McWhirter: https://www.linkedin.com/in/maryannemcwhirter/ Emily Hartzell: https://www.linkedin.com/in/emily-hartzell/ Learn More About LeadG2! LeadG2: https://leadg2.thecenterforsalesstrategy.com/
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17 episodes

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iconShare
 
Manage episode 508349502 series 3331318
Content provided by LeadG2 and Maryanne McWhirter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by LeadG2 and Maryanne McWhirter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode of The B2B Sales & Marketing Hotline, Emily and Maryanne dive into the all-too-common issue of messy CRMs. Together, they explore why CRMs often become cluttered with duplicate contacts, incomplete fields, and outdated information, causing stress and inefficiency. They also share actionable steps to clean up your CRM, including setting clear data standards and expectations for your team. We Want to Hear From You! Ask us any of your burning B2B Sales & Marketing questions below! Email Us: [email protected] Leave Us A Voicemail: https://www.speakpipe.com/B2Bsalesandmarketinghotline Connect with the Hosts! Maryanne McWhirter: https://www.linkedin.com/in/maryannemcwhirter/ Emily Hartzell: https://www.linkedin.com/in/emily-hartzell/ Learn More About LeadG2! LeadG2: https://leadg2.thecenterforsalesstrategy.com/
  continue reading

17 episodes

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