September 5, 2023 |

August 2023 Round-Up: The Importance of Regular CRM Maintenance: Keeping Your System Fit and Ready

This Round Up is all about the importance of maintaining your CRM. Plus read all about how to create BIG Beautiful Brands from our blog.

The Importance of Regular CRM Maintenance: Keeping Your System Fit and Ready


CRM systems have rapidly evolved from a "nice-to-have" luxury to a "must-have" necessity for businesses. These powerful tools help organizations manage their relationships and interactions with current and potential customers. However, as with any system or tool, CRM systems require regular maintenance to stay efficient and effective. In this newsletter, we'll explore why it's critical to maintain your CRM system and how doing so can amplify its benefits.


Why CRM Maintenance Matters
Just as you would service a vehicle to ensure it runs smoothly, the same applies to your CRM system. Here are some compelling reasons why CRM maintenance is crucial:


1. Data Integrity and Accuracy: Data is the lifeblood of a CRM system. Over time, the system can accumulate a significant amount of data, some of which may become outdated or redundant. Regular cleaning of your CRM data (data cleansing) ensures that your team has the most accurate and up-to-date information, reducing the risk of errors and miscommunication.

2. System Performance: As more data and customizations are added to your CRM system, its performance can slow down. Regular maintenance checks help identify and resolve potential performance issues, ensuring that the system remains fast and efficient.

3. Security: Regular maintenance can help to identify and fix potential security vulnerabilities in your CRM system. This is crucial for protecting your valuable customer data from cyber threats.

4. Feature Updates and Enhancements: CRM software providers often release updates and new features to improve the system's functionality. Regular maintenance ensures that you're making the most of these updates and that your system remains compatible with other software.

5. User Adoption and Efficiency: A well-maintained CRM system is easier and more enjoyable to use. This can improve user adoption rates and overall productivity.

6. Compliance: Laws and regulations, such as GDPR and CCPA, have strict rules about managing customer data. Regular CRM maintenance can help ensure that your organization remains compliant with these laws.



CRM maintenance might seem like a time-consuming task, but it's an investment that pays off in the long run. By maintaining your CRM system, you're ensuring that it continues to function optimally, remains secure, stays compliant with laws, and delivers the most value to your business.

 Whether you're doing this in-house or outsourcing to a specialist, regular CRM maintenance is crucial for any business that values its customer relationships and data. So, make sure to include CRM maintenance in your regular business operations — your CRM system, your team, and your customers will thank you for it!


Want to learn more? Book a discovery call.

BoomBright Media | Case Study

BoomBright Media is a startup that is introducing a new era of display signage to the Canadian market. BoomBright brings a curated selection of leading-edge signage products, with a selection of complimentary services such as consultation, installation, AI software, and content and advertising management. The challenge was to create a brand that reflects the level of innovative products and services while setting up highly functional, minimal viable projects, such as the launch campaign and HubSpot CRM to collect and track information and insights. And do it all on a startup's budget.

  • A minimal viable product for launch.
  • BoomBright is the new name that represents the type of impact the company will have on the market!
  • Created effective Google Ad campaigns to gather leads, and insights with key metrics for the company!
  • $700,000 in pipeline volume was created in 1st week after launch.
  • And more!

Read the case study here

New CDAP Step-by-Step Guide!

New updates to the CDAP program mean that you can delegate the application process to someone else on your team.  Download the easy step-by-step application guide and get started today!

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