Strategy
How to Run a Mid-Year CRM Health Check
A mid-year CRM health check for UK small businesses: nine checks across data, pipeline, automation, and reporting that fix problems before they compound.
Zubair Hasan 10 min read Tag
Data quality
4 articles tagged with "Data quality"
Zubair Hasan 10 min read Productivity
New Financial Year CRM Checklist: 5 Things Every Small Business Should Do in April
Five CRM tasks every UK small business should complete in April to start the new financial year with clean data, clear targets, and better reporting.
David White 6 min read Productivity
How to Run a Weekly CRM Review in 15 Minutes
A 15-minute weekly CRM review keeps your data clean and your pipeline visible. Here is a simple routine that any small business owner can follow.
David White 6 min read Data & Reporting
Cleaning Up Your CRM Data: A Practical Guide
A step-by-step guide to cleaning up messy CRM data, from duplicate contacts to outdated records, so your CRM actually works for you.
Jonny Rowse 5 min read