Understanding the Importance of Clean Data Why Duplicate Data Matters Let’s get real for a second—duplicate phone numbers and emails in your CRM can create a mess that’s tough to clean up. I can’t even tell you how many times I’ve stumbled upon conflicting data that led to missed opportunities. When we have duplicate entries, […]
Hey there! If you’re using Sage CRM 2017, you might have run into a common headache: duplicate phone numbers or email addresses in your database. Trust me, I’ve been there, and it can be a real pain to sort through all of that clutter. Fortunately, I’ve learned a few tricks along the way to help
1. Clean Up Your Existing Data Assess Your Current Database First things first, you’ve gotta look at what you currently have stored in your CRM. It’s easy for duplicates to sneak in, especially if your lead capture processes aren’t airtight. I recommend diving into your database and running a thorough audit. It’s like a spring