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
HubSpot custom objects or deal properties: what a sales manager should model, and what to leave alone
CRM Hygiene
Salesforce validation rules for opportunities: which fields to require at which stage
CRM Hygiene
Salesforce list views for a sales manager: six saved views that surface stuck and unowned deals
CRM Hygiene
Salesforce approval process for discounts: how a manager gates a deal without slowing the rep
CRM Hygiene
Salesforce Field History Tracking: which opportunity fields to track so a manager can see what changed and when
CRM Hygiene
Salesforce duplicate rules and matching rules: what they block, what they only warn about, and what a sales manager should check
CRM Hygiene
Salesforce record types: when renewals deserve their own opportunity stages (and when they don’t)
CRM Hygiene
CRM database: what a small sales team should store, and what to leave out
CRM Hygiene
MEDDPICC in HubSpot: which letters become deal properties, and the one-minute check before Commit
CRM Hygiene