CRM and sales follow-up
How do I stop my CRM from going out of date because nobody updates it?
Reduce the amount of information people must enter by hand. Capture email, calls, forms, meetings, and system events automatically where reliable, then require staff only to add the information that needs judgment. Make stale records visible instead of assuming they are current.
What to check
- Which updates can be captured automatically?
- Which fields truly require staff input?
- How are stale records identified?