How do you keep your CRM up to date?
Does the sales team “clean” stale records?
If not, reporting suffers, numbers are skewed, and the sales meetings are more awkward than they should be.
How about a system that works FOR your sales team?
Last week I went live with a mini-project for one of my loyal customers that does exactly this.
When CRM Opportunities don’t have any activity for more than X days, the automation changes the status to “Closed Lost”, and notifies the relevant people in Slack.
The customer’s CRM is Affinity.
Simple, clean, and automated.
Another success!
Frictionless, less work for the team, better overall reporting.
And if the Opportunity status is manually changed back to open, the salesperson might have to explain why…
You could even push it one step further and gamify the system.
More points for the right thing, fewer points otherwise.
A small example of a well oiled business machine.
Orchestrated systems that add value, that people want and know how to use!
I am Enrico 👋 and I help you improve B2B businesses with tech.
What can I help you with, today?
Image credits: HubSpot
