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SALES DEPARTMENT CRM CONTROL AND HYGIENE

Stop losing deals due to poor CRM data quality

Through systematization and regular monitoring of your sales managers’ work

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Start taking action today!
Request a free CRM data audit of your sales department
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HOW TO KNOW IF YOUR SALES DEPARTMENT NEEDS CRM CONTROL AND HYGIENE?

Ask yourself the following questions:
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Are you unsure about the real status of deals in your sales department?

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Do your sales managers fail to fill out the CRM or do it incorrectly?

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Does your database have many duplicate contacts and companies, complicating work?

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Are you losing leads and deals due to disorganized work of managers in CRM?

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Do you lack CRM filling standards for sales department managers?

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Can’t you rely on CRM reports for making management decisions?

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Do your sales managers complain about the difficulty of working with CRM?

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Do your sales forecasts often not match the actual results?

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Can’t you track the history of customer communications in CRM?

Answered “YES” to any question?

It’s time to think about cleaning up your sales department’s CRM

HOW WE WORK

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WE IMPLEMENT A CONTROL SYSTEM AT EVERY STAGE

  • We compile and agree on a checklist for analyzing data quality in CRM
  • We analyze the state of the database, filling quality, duplicates and system errors
  • We identify main problem areas and weaknesses in working with CRM
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Develop CRM filling standards

  • We develop CRM filling standards for sales managers
  • We train the team in effective work with CRM and customer data
  • We implement a system of regular control and feedback
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Check the quality of CRM management

  • We check the quality of CRM management on a weekly basis according to established standards
  • We provide regular reports with dynamics of indicators and identified problems
  • We form recommendations for improving CRM workflows
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MEASURING KPIS AT EVERY STAGE
We track metrics before and after training to clearly monitor the effectiveness.

WORKFLOW STAGES

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Comprehensive CRM system diagnostics

  • analysis of data structure and processes in the sales department’s CRM
  • assessment of field completion quality and customer card management
  • identification of duplicates, outdated records and errors in the database
  • analysis of CRM compliance with sales business processes
  • assessment of managers’ work quality with the CRM system
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Implementation of clear standards

  • development of standards and instructions for CRM management for managers
  • standardization of all fields, deal stages, record forms and tags
  • creation of templates for typical customer interaction scenarios
  • team training on effective work with CRM and customer data
  • implementation of checklists for self-monitoring of managers’ work
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Systematic CRM quality monitoring

  • implementation of regular data monitoring in CRM
  • weekly audit of filling quality and compliance with standards
  • automated search and elimination of duplicates in the database
  • systematic feedback to managers on identified errors
  • continuous improvement of processes based on analysis and results

WHO WILL BENEFIT FROM THE "CRM CONTROL AND HYGIENE" SERVICE

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We know how important it is to have up-to-date and clean customer data for effective sales.

However, often unnoticed details in CRM lead to serious losses. We’ll clean up your database and create a system that will ensure constant quality of information for maximum results.
CRM control and hygiene are especially useful for companies looking to:

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01 Improve sales forecast accuracy

We analyze in detail the data in your CRM and identify problems that distort the real picture of sales: incorrect deal statuses, lack of important information, outdated data and duplicates. We implement clear CRM management standards for your sales department, which allows you to receive reliable reports and make accurate forecasts for strategic decisions.

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02 Prevent customer and deal loss

A clean and organized CRM ensures that no potential customer will be forgotten or lost due to human factor or organizational problems. We implement a regular control system that tracks all active deals in the sales funnel, ensures timely completion of tasks and reminders by managers, which significantly increases conversion and prevents sales loss.

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03 Optimize sales department work

Our systematic approach to organizing CRM significantly reduces the time managers spend on administrative tasks, searching for information, and correcting errors. Automation of routine processes, clear data structuring, and standardization of work allow your sales department to focus on the main thing – communicating with customers and closing deals, which increases the efficiency of the entire team.

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04 Improve business manageability

A clean and organized CRM system is a powerful management tool that gives the manager complete transparency of business processes in the sales department. We provide you with reliable data on the status of each deal, the effectiveness of each manager and the dynamics of key indicators, which allows you to make informed management decisions and quickly respond to changes in market conditions.

ABOUT US

Raketa prodazh specializes in building effective sales departments using proven tools, methodologies, and top-tier management for small and medium-sized business owners. We offer turnkey sales department development tailored specifically to your business.

With over 8 years of experience, we’ve built 208 sales departments and gained expertise across 14+ niches.

Our clients see an average turnover growth of +35%, and we improve conversion rates by 5% to 86%. Our largest achievement? A 10 907 403$ increase in monthly turnover after just 4 months of work.

We have successful case studies with Mitsubishi, NaftoGaz, Kommunar, Yamaha, Worksection, Leeloo.ai, and other industry leaders.

Beyond Ukraine, we build fully operational sales departments and scale sales for businesses in the USA and Europe.

over 2000 deals
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Analyzing data structure in CRM
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Implementing CRM management standards
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Training the team to work with data
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KATERYNA
CHABANOVA

RESULTS FROM THOSE WHO HAVE ALREADY WORKED WITH "RAKETA"

Watch short video testimonials from company leaders we have worked with.
Mikhail Vlasov
Commercial Director of Vityaz Plant
Vlad Ivchenko
Commercial Director of Interactive Mind, an internet marketing agency
Ivan Rusanov
Co-founder of the children's development center network "Lavka Shalostey Carousel"
Vitaliy Bachako
Entrepreneur, commercial photographer

WHAT ELSE WILL YOU GET AS PART OF THE CRM CONTROL AND HYGIENE SERVICE?

Our main goal is to increase the efficiency of your sales department through putting order in CRM and implementing clear standards for working with data. For this we implement:
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CRM structure optimization

We analyze the current structure of your CRM and optimize it according to your business needs and the specifics of the sales department.
We set up the right stages of the sales funnel, customer card fields and integrations with other systems for maximum efficiency of managers.

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Removing duplicates and cleaning the database

We conduct a deep audit of the database, identify and merge duplicate records, remove outdated and irrelevant contacts.
We implement verification systems and prevent the appearance of duplicates in the future, which ensures the maintenance of data cleanliness on an ongoing basis.

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Team training and support

We conduct training for all sales managers on proper CRM management in accordance with developed standards and best practices.
We provide regular feedback and team support to consolidate the skills of quality work with CRM and resolve current issues.

Submit a request and get a free audit of 5 sales calls.

WHAT REMAINS WITH YOU AS A RESULT OF OUR WORK?

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Clean and structured database
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CRM management standards for managers
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Optimized CRM structure
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Calls and CRM evaluation checklist
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CRM quality control checklists
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Regular monitoring system

COMPANIES WE HAVE WORKED WITH


LATEST CASE STUDIES

INGVART
CHILDREN'S BED
MANUFACTURER
TASK:

Increase retail sales by at least 30%.

01
WHAT RAKETA PRODAZH TEAM DID:
  • Implemented a sales reporting system, resulting in improved team efficiency.
  • Developed plans for the salespeople—organizing and monitoring the sales department’s work achieved impressive results.
  • Made cross-selling mandatory.
  • Introduced financial incentives based on sales performance.
  • Updated part of the team according to a defined job profile.
  • Diversified sales across various traffic channels.
  • Implemented marketing promotions.
RESULT:

In just two months, we increased retail turnover by 218% and raised the average ticket by 40%

MITSUBISHI MOTORS
CAR DEALER SHOWROOM
TASK:

Increase the number of deals with clients who visited the showroom.

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WHAT RAKETA PRODAZH TEAM DID:
  • Optimized CRM for more convenient and transparent client interactions.
  • Developed and implemented a sales funnel tailored to the showroom.
  • Introduced management reporting to track key sales metrics.
  • Set target metrics for each stage of the sales funnel.
  • Prepared the head of sales to work with key metrics.
  • Created a deal-closing algorithm for test drives and updated dialogue scripts for managers.
  • Developed and implemented checklists and a call quality assessment system for sales managers.
RESULT:

25% increase in car sales conversion after 3 months, 133% target overachievement.

VITYAZ, SOLID FUEL BOILER MANUFACTURER
TASK:

Establish a retail sales channel using Facebook to generate leads.

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WHAT RAKETA PRODAZH TEAM DID:
  • Organized training for salespeople, combining theoretical knowledge with practical exercises to enhance their sales skills.
  • Implemented a management system for sales reporting and manager supervision.
  • Developed and implemented a script for effective lead processing from Facebook.
  • Created a multi-step closing algorithm for leads, using lead magnets and custom speech modules.
  • Set up financial incentives for salespeople based on performance.
  • Optimized the team composition, keeping only the most effective salespeople.
  • Developed and implemented checklists for call assessment and control, used by remote call quality evaluators.
RESULT:

25% of total factory sales from Facebook in one month, Exceeded the target by 112%

IT COMPANY SPECIALIZING IN WEBSITE AND MOBILE APP DEVELOPMENT
TASK:

Build a sales team responsible for attracting clients through specific lead generation efforts via Facebook.

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WHAT RAKETA PRODAZH TEAM DID:
  • Implemented a system for distributing salespeople across lead generation channels.
  • Developed and implemented algorithms for attracting cold leads.
  • Set up a management reporting system to monitor daily sales funnel requirements.
  • Developed and implemented sales funnels for each lead source.
  • Introduced a system for tracking salespeople’s performance metrics.
  • Applied a contextual advertising strategy to attract highly targeted leads.
  • Developed a bonus system for attracting new clients.
RESULT:

Stable monthly acquisition of high-category new clients. $120,000 total client turnover in first 2 quarters, $90,000 maximum client check.

FAQ
What are the main problems caused by poor quality data in CRM?

Poor quality data in the sales department’s CRM leads to several serious problems: loss of potential customers due to lack of proper tracking, duplication of managers’ work due to duplicates in the database, inability to accurately forecast sales, difficulty in controlling the department’s work for the manager, and low effectiveness of marketing campaigns. CRM control and hygiene help to eliminate these problems through data standardization and regular monitoring of their quality.

How often should a CRM data quality audit be conducted?

The optimal frequency of data quality audits in the sales department’s CRM depends on the scale of the business and the activity of managers. For effective control, it is recommended to conduct weekly mini-audits (30-40 minutes) checking key data quality indicators and monthly full audits of the entire database. Daily monitoring of new records helps prevent the accumulation of errors. When implementing a CRM control and hygiene system, we set up an optimal schedule of checks taking into account the specifics of your business.

How to convince sales managers to properly fill out CRM?

The key to motivating sales managers to work properly with CRM is a combination of several approaches: clear and understandable standards with an explanation of their importance, regular training and support, demonstration of personal benefit (how CRM helps to earn more), performance monitoring with constructive feedback, and linking CRM management quality to the motivation system. As part of the CRM control and hygiene service, we help implement all these elements for a sustainable result.

What indicators indicate the quality of data in CRM?

The main indicators of data quality in the sales department’s CRM are: the level of filling in mandatory fields (should be at least 95%), the number of duplicate contacts and companies (no more than 1-2%), the percentage of up-to-date contact data (phone, email), the percentage of deals with correct status and stage, the presence of scheduled tasks for each active deal, and the processing time of new leads. As part of CRM control and hygiene, we implement a system for monitoring these indicators with automatic reports and alerts.

Can CRM data quality control be automated?

A significant part of the data quality control processes in the sales department’s CRM can be automated: checking the filling of mandatory fields, identifying duplicates, controlling the status of deals without activity, monitoring task deadlines, and analyzing manager activity. However, automation should be combined with human control, especially for assessing the quality of filling in text fields and comments. As part of the CRM control and hygiene service, we set up an optimal balance of automated checks and expert analysis.

How to evaluate the effectiveness of implementing CRM control and hygiene?

The effectiveness of implementing CRM control and hygiene in the sales department can be assessed by several key indicators: reduction of the sales cycle (on average by 15-30%), improvement of forecast accuracy (up to 90-95%), reduction in the number of lost leads (by 25-40%), reduction of time for administrative work of managers (up to 4-6 hours per week), and conversion growth at different stages of the funnel. We regularly measure these indicators and provide detailed reports on the results achieved.

Materials and practical advice on sales growth in our blog: