CRM Clean-Up Play Sheet
Forecast with Confidence
Salespeople are pulled in many directions & can find it challenging to keep a clean CRM. The CRM Clean-Up Play Sheet, in conjunction with the Pipeline Cleanout Play Sheet, ensures you’re inspecting your opportunities at least once monthly to keep your pipeline clean and forecasts accurate.
Outcomes
CRM Clean-Up results
Nothing in your CRM will have a close date in the past
All opportunity notes/information will be up-to-date and accurate
Full understanding of all deals without CFDs that need to be secured
Neat & tidy funnel going into every month
Extremely accurate forecast