Reach Your Peak / Data Quality & CRM Health

Should That Property Live on the Deal or the Company?

A client asked me to add a Company Type property to their Deal record.

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AI Won't Fix Your CRM. Here's What Actually Will.

Right now, someone is telling your board that AI is the answer.

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Why You Can't Trust Your Own Pipeline Report (And It's Not Your Team's Fault)

Featured image for an article about improving CRM data quality and building trust in sales pipeline forecasting.

You open the forecast on Monday... and you already know you're going to caveat it.

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