CRM refresh

4 min Advanced

Overview

Your CRM is only as useful as it is accurate, and it decays quietly every day. People change jobs, companies move, and direct dials go dead, so a database that was right last year steers your team wrong today, usually without anyone noticing. This lesson keeps that data honest by checking your existing records against current truth and correcting what has drifted, so your team works from what is real.

What you’ll have
RecordWhat changedNew value
Jane DoeTitleCRO, was VP Sales
John RoeEmployerGlobex, recently moved
Sam PoeDirect dialre-verified

The workflow, step by step

  1. 1

    Know what goes stale

    Start with the fields that decay fastest, title, employer, and contactability, since people change jobs and direct dials stop working.

  2. 2

    Run a refresh pass

    Re-validate your existing records against current data in one pass, instead of checking them by hand.

  3. 3

    Review and write back

    Review the proposed changes before anything touches your CRM, then write back only the corrections you trust.

Tip
Always keep the review step. A refresh proposes changes, and you decide which ones are written back.

Try this workflow in Landbase.

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