The Essential Five-Step CRM Cleanup Guide

For most companies, the first step in building an advanced data foundation is to cleanse the trove of business data already on hand in their customer relationship management (CRM) system.

And while the benefits are clear, the work of cleaning and updating a typical CRM can seem so overwhelming that many go-to-market leaders are unclear where to start and unsure how to get buy-in from executive leadership.

This CRM hygiene checklist, developed by the data experts at ZoomInfo, offers a step-by-step guide to creating a scalable, clean CRM that’s primed for the next phase of AI-enabled growth.