If you’re like me, then you've already missed out on spring cleaning. At this point the only logical decision is to let the clutter linger until next spring. However, you likely don’t have the same luxury at work as you do at home, and there's still some spring cleaning to be had. That's exactly why you need to block out some time in your calendar and clean out your CRM.
The way in which we conduct business is changing on an almost daily basis. Business isn't closed by dropping off some bagels and business cards anymore. Keeping track of your clients in a spreadsheet is so archaic, the last time I did that, I fell off my dinosaur. But seriously, every single prospect, every lead, and every customer has a variety of needs.
Now if you work for a large-enterprise organization, you're most likely using a CRM and understand the value it brings to your business.
If you don't see the value, then there's a good chance you're using the wrong CRM.
If you work at a start-up, small, or mid size business, there's a possibility you aren't using a CRM, and that in itself may be the biggest hindrance for your company's growth.
HubSpot is one of the best tools in any marketing or sales team's arsenal, but a tool is really only as good as the person using it. Our CAM (Channel Account Manager) at HubSpot, Jacob (@jacobin617), loves to use the analogy of a helicopter. It goes something like this -
If someone asked you if you wanted a helicopter, what would you say? You'd say heck yeah!
Then they'd drop the helicopter off in your backyard and you'd have no idea what to do with it. Where do you get gas for the helicopter? How do you fly it (hint: that's not how!)? Who does helicopter maintenance? There are so many questions to go along with your cool new toy.