A CRM isn’t a “set it and forget it” system. It needs regular maintenance to stay useful.
Signs your CRM is outdated:
Old deals are still “open.”
Contacts haven’t been updated in months.
Duplicate entries have piled up.
Reports no longer reflect current workflows.
How to avoid it:
Set monthly or quarterly check-ins to clean and update data.
Archive old deals, update statuses, remove inactive leads.
Use automation to keep contact info and stages current.
Encourage team members to report issues or improvements.
📊 8. Not Using Analytics and Reports
Your CRM holds a goldmine of insights, but many companies fail to use reporting tools effectively.
What’s lost:
Missed opportunities to optimize sales
