The Ultimate CRM Admin Toolkit

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The tools admins need to defeat data drama and wrangle their CRMs into shape.

The role of the traditional CRM admin is changing fast. Customer relationships are growing more complex, tech stacks are evolving, and the amount of data businesses generate grows by the day.

If admins aren’t careful, the CRM can quickly transform from a helpful tool into a time-sucking, revenue-costing nightmare.

To overcome the latest challenges of CRM data administration, download this all-in-one toolkit.

What’s inside:

1. Cheat Sheet: 6 Steps to Survive the Avalanche of Data
Over 1.1 trillion MB of data is created every day. As this avalanche of data plunges into your CRM, admins need to work overtime to keep this data clean and actionable. This cheat sheet provides expert tips to manage growing volumes of data and prevent data quality issues from crippling your bottom line.

2. Webinar: Prepping Your CRM for Artificial Intelligence: Why AI Initiatives Fail & How to Lay the Foundation for Success
AI promises wide-ranging benefits for CRM users. But there’s one major roadblock to your team’s success with AI: poor data quality. After all, garbage data in = useless insights out. Watch this on-demand webinar to learn how to prepare your CRM for success with AI or any other higher-automation tool.

3. Report: The State of CRM Data Management in 2022
Wondering how your CRM data quality stacks up against other organizations? We surveyed over 1200 CRM admins about the state of their CRM data quality and how it’s impacting their businesses. (Spoiler: 75% say they fabricate data to tell the story they want leadership to hear.) The bottom line: CRM users place too much trust in the quality of their data—and are paying the price in revenue losses, customer churn, and employee turnover.