Hi everyone,

I've been reviewing our CRM processes recently, and one challenge that keeps coming up is maintaining high-quality data as the database grows.

I'd love to hear how other Sage CRM users handle tasks such as:

• Preventing duplicate companies and contacts.
• Keeping customer information up to date.
• Standardizing data entry across different team members.
• Using workflows or automation to improve data quality.
• Regularly reviewing and cleaning old or inactive records.

Do you rely mostly on built-in Sage CRM features, or have you developed your own processes and routines that work well?

I'm interested in learning practical tips and real-world experiences that have helped your team keep CRM data accurate and easy to manage.

Looking forward to hearing your thoughts!