How can I clean up my CRM data effectively?
An example of an AI chatbot conversation about cleaning CRM data for better management.
How can I clean up my CRM data effectively?
To clean up your CRM data, start by identifying duplicates, correcting inaccuracies, and standardizing formats.
What tools can I use for data cleaning?
You can use tools like Data Ladder, OpenRefine, or built-in CRM features for data cleaning.
How often should I clean my CRM data?
It's best to clean your CRM data at least quarterly to maintain accuracy and relevance.
Can you help me create a data cleaning checklist?
Sure! A checklist can include steps like identifying duplicates, validating data, and updating records.
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