CRM Hygiene
Keeping the CRM worth trusting — fields that get filled, next steps that exist, and clean-ups that do not cost reps their week.
CRM Hygiene
Feature requests from prospects: how to capture them in Pipedrive before they disappear
CRM Hygiene
The person who answers the phone: how to log a gatekeeper in Pipedrive
CRM Hygiene
You hit voicemail. Now what? What to say, what to log, when to stop
CRM Hygiene
WhatsApp in Pipedrive: which deal does the message land on?
CRM Hygiene
Reseller and distributor deals in Pipedrive: who is the buyer, who is the end customer
CRM Hygiene
Repeat orders in Pipedrive: one deal per order, and a field that keeps them out of your win rate
CRM Hygiene
Referral partner deals in Pipedrive: who introduced it, who owns it, who gets paid
CRM Hygiene
Pipedrive marketing status: it belongs to the email address, not the contact
CRM Hygiene
The sales tracking spreadsheet next to your Pipedrive: what each column is covering for
CRM Hygiene