Nobody wants messy data. Our Data Management 101 Workbook will give you the tips and tricks you need to tidy up your CRM.

What you get:

Take the guesswork out of your business decisions with meaningful data.

• Learn best practices around tidying up your CRM and how to effectively format new imports.

• Keep your CRM data organized by utilizing custom properties and segmentation.

• Discover how a well-thought-out naming convention and de-duplicated data will save you time and effort.