Scrub-a-Dub-Dub, Let’s Clean That Data Hub!

Spring has officially arrived! While many are busy clearing out closets and shaking off the dust from winter, here at Paciolan, we believe your Salesforce org deserves the same seasonal refresh.

Just like a cluttered home can drain your energy, a messy CRM can weigh down your sales team. Duplicate contacts, outdated opportunities, overdue tasks, and messy dashboards can create confusion, slow down workflows, and lead to missed revenue opportunities. A little digital housekeeping can go a long way in boosting productivity and morale.

Why CRM Spring Cleaning Matters

Taking the time to deep clean your Salesforce data has real benefits:

• Uncover Hidden Opportunities: Revisit old opportunities and stale leads—you may discover patterns, pricing insights, or re-engagement chances you previously missed.

• Streamline Workflows: What custom workflows did you implement this year? Chances are they can be optimized for you and your team!

• Empower Your Sales Team: Up-to-date information puts reps in a better position to engage with clients meaningfully and confidently.

Tips for a Productive CRM Clean-Up

• Audit Reports & Dashboards: Remove outdated views and organize by relevance. If your team isn’t using it, lose it.

• Review Old Opportunities & Leads: Close out or reclassify aging deals to keep your pipeline healthy and accurate.

• Check Automated Lead Sources: Make sure integrations and lead capture processes are still aligned with your current sales goals.

• Optimize Page Layouts & Views: Streamline what your users see—decluttering record pages can improve user experience and data entry consistency.

• Revisit Past Campaigns (PLOs): Analyze which lists or strategies worked and which didn’t. Spring is the perfect time to test a new approach.

• Historical Data: Does that parking transaction from 5 years ago help you close a sale? Might be time to leave that one for the eQuery reports. With storage constraints in Salesforce lets lose what doesn’t help.

Set Yourself Up for a Strong Summer

A refreshed CRM doesn’t just support smoother workflows—it sets the stage for a strong summer sales push. By clearing the clutter now, your team can move into the busy season with confidence and clarity.

Need a hand organizing your data? Reach out to your Client Partner to learn more about Paciolan’s Master Data Management (MDM) solution and how it can support a clean, unified Salesforce experience with automated merging of duplicate accounts.