Clear the Clutter: How to “Spring Clean” Your CRM

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What You'll Learn
:

  • Tame the mess in your CRM
  • Trim tags and products so you can sell more efficiently
  • Keep affiliate content fresh - which makes for more productive partners
  • Clean up custom fields to clear up confusion
  • Reconnect with neglected contacts to revitalize relationships


Time to Dust Off Your CRM

It's so easy to ignore the clutter in your CRM with an “I'll do it later” attitude—except 'later' never seems to come. Meanwhile, the clutter piling up in your CRM could actually be affecting your ability to sell efficiently.

Much like your closet needs that once-a-year de-clutter, your CRM could use some attention—and what better time than spring! Attend this webinar for some great “spring cleaning” tips designed to help you work more productively and profitably.

 

About the Speakers

Wes Schaeffer
Founder, The Sales Whisperer

Wes has been using databases and CRMs to drive sales growth for clients in retail, B2B andB2C since 2004. In 2008, Wes became an Infusionsoft Certified Consultant and has personally helped hundreds of small business owners automate their businesses. He is also the author of "The Definitive Guide to Infusionsoft."

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