Dirty CRM data makes every downstream system lie.
90-minute hygiene sprint
- Merge duplicate companies and contacts.
- Close zombie deals with lost reason.
- Require owner on every open opportunity.
- Standardise stage definitions on one wiki page.
- Archive anything untouched 180+ days.
Keep it clean
Weekly 15-minute pipeline review beats quarterly deep cleans.
Use this as a working checklist inside your team first. When the same steps repeat every week and spreadsheets start breaking, that is usually the moment to scope a lightweight admin dashboard with queues, owners, blockers and a founder view as an owned system. See the relevant Standen service · More guides · SaaS ops audit.