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How to Keep Your CRM Data Clean & Accurate (Without Losing Your Mind)
How to Keep Your CRM Data Clean & Accurate (Without Losing Your Mind)
Your CRM is only as powerful as the data inside it.
In this video, we’re breaking down exactly how to maintain clean, accurate CRM data — even if your system is already a mess. From blocking duplicates and filtering junk leads to smart field formatting and real-world clean-up tips, you’ll get practical ways to clean your CRM once and for all.
Whether you're a RevOps leader, sales manager, or just someone tired of fighting a bloated database, this one's for you.
About Elefante RevOps
We help B2B teams unlock growth through clean systems, better data, and scalable processes — without the bloated tech stacks and jargon.
Learn more at: https://elefanterevops.com
What You'll Learn in This Video:
- How to block bad data from entering your CRM
- The number one setting to prevent duplicate leads
- How to standardize inputs with stylesheets
- What permissions to lock down (and why)
- Cleanup strategies for messy CRMs
- Tools and tactics we use for clients and internally