Last week I had a chat with someone in our industry and we discussed everything we see in CRMs. They relayed a truth from another industry leader: you can always tell when something happens in the CRM.
You can see big shifts in profiles based on who’s caring for your CRM.
As an OSC we have to be bulletproof in our CRM audits. It’s our entire workspace and we have to keep it up to date. You wouldn’t let your car go 5 years without an oil change right? (I hope so, please don’t be like younger Diana and skip those).
Think of your audits just like that: every quarter doing a little maintenance to keep the whole operation running smoothly.
For Subscribers: I’m going to give you my audit checklist for you to perform quarterly on your CRM.
The Begats
Auditing has always triggered a series of “The Begats” - you find one thing off and go into investigative mode, only to figure out there’s 4-5 more things down the line not working correctly. This is why we audit! It teaches us what’s happening in our system and keeps us engaged in problem solving.
1: Leads
The first step of your audit is using your lists and groups to segment your leads by the following criteria:
Lead Viability: Get a count of leads with an email address, a phone number, and an email and phone number.
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