Guides  ·  CRM automation

CRM automation

You automated the CRM and now bad data arrives faster, duplicates multiply, and nobody trusts the reports. Automation did not create the problem, it just removed the delay that was hiding it.

Automate the boring, never the judgement

Assigning an owner, stamping a source, moving a stage when a contract is signed: all boring, all safe. Deciding whether a lead is good, writing the follow up, choosing the price: judgement, and automating it produces confident nonsense.

Do this: List every automation you have. Anything that makes a judgement gets a human in front of it.

Fix duplicates before you automate anything

Every automation multiplies whatever data quality you already have. Two records for one company become two sequences, two owners and one annoyed customer.

Do this: Run a duplicate check today. Automating on top of duplicates is how you get complaints.

One source of truth for the stage

If a deal stage can be changed by a person, a sequence and an integration, it will disagree with itself and the pipeline report becomes fiction.

Do this: Decide which system owns each field, write it down, and remove write access from the others.

Log what the automation did

When something goes wrong, and it will, you need to see which rule fired and why. Automations without a visible log are impossible to debug and everybody blames the tool.

Do this: Every rule writes one line: what fired, on whom, at what time.

This is teaching material and our own reading of standard practice, not advice for your specific setup. Check anything important with your own specialist.

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