VFAQ: Step-by-step Process to Clean Your CRM

VFAQ: Step-by-step Process to Clean Your CRM

Cleaning your CRM might feel like a big chore, but letting old leads, disconnected numbers, or incomplete records linger can actually slow your business down. Messy data leads to wasted time, frustrated teams, and unreliable reporting.

If you want a CRM that works for you, it’s important to start by reviewing all records, removing contacts that no longer provide value, and verifying key information like phone numbers and emails. Standardizing fields, tags, and lead stages keeps your data organized, while setting ongoing rules like flagging inactive contacts or validating new numbers can prevent clutter from returning. Tools like Phone Validation API can make this process faster and more reliable.

The result is a cleaner, more actionable CRM where you can dial faster, report accurately, and reduce compliance risk. Ultimately, a tidy, verified database drives better decisions and more meaningful connections.

Watch the video below to learn more.



    • Related Articles

    • Vlog: Year-End Data Clean Up: Why It’s Important for Your Business

      Year-end data cleanup refers to validating the existing information in your customer database. The end of the year brings the holidays and therefore a wealth of fresh customer data. This is an essential process for organizations to maintain accurate ...
    • VFAQ: Cumulative Volume Pricing

      Searchbug's Cumulative Volume Pricing is a strategic pricing method where the cost of a service decreases as the total quantity purchased in a month increases. This lets you get more quality data for a cheaper price. We encourage our customers to ...
    • VFAQ: New Property Records API

      Our Property Records API, also known as a Real Estate API, provides comprehensive information to various professionals, such as owner name, property address, size, type, elevation, assessed value, and much more. This is ideal for businesses needing ...
    • VFAQ: New TCPA Rules for April 2025

      TCPA Regulation Updates: What’s Changing? Effective April 11, 2025, businesses must comply with new Telephone Consumer Protection Act (TCPA) regulations regarding opt-out requests. Specifically: Businesses must honor all opt-out requests, not just ...
    • VFAQ: Cumulative Volume Pricing for Bulk Uploads

      Our cumulative volume-based pricing strategy was implemented in November 2022. The aim is to reward our frequent users with more affordable pricing. The volume discounts increase as you process more files for the same batch type in a given month. ...