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How do I keep my sales pipeline data clean

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How do I keep my sales pipeline data clean

Your sales pipeline is an absolute mess and you don’t know how to forecast? You’re looking a couple of months out and no idea what’s going to happen with your growth? Asking yourself – how do I keep my sales pipeline data clean? It’s a common issue in small to mid-sized startups. You’re working out your sales motions and a lot of that can be messy. But as you try and scale this you’ll start to understand that data drives decisions and sales pipelines. Are lifelines so maintaining a clean and organized dataset is paramount. What strategies can startups employ to ensure the integrity of their sales pipeline data? Let’s have a look into this critical aspect that directly influences business growth.

The Important Role of Clean Data in Tech Startups

For startups that are navigating the B2B space, data serves as the best source of decision making. Dry powder for founders. Startups, like yours, understand the pivotal role that a well-maintained sales pipeline plays in the success growth. And it’s important for a couple of reasons. First it helps you understand which direction to point the company in. It allows you to understand what’s working and what’s not, where to dial back and when to double down. Contract Sent, with a focus on helping to extract data from your contracts, recognizes the challenges you face in this regard – mostly because we’ve been there and struggled through that! Here are five key things that you can do to keep your sales pipeline data clean.

1. Clear Data Entry and Standardization:

A beautifully clean sales pipeline starts with the entry points of the data that’s going into it. Establish standardized formats for information input, ensuring consistency and clarity across your sales pipeline. This foundational step prevents data discrepancies that can lead to confusion and errors down the line. There are a lot of things to pick apart here, have a team who’s well versed in RevOps will help with this. Some basics to get right are below:

  • Select the right data type to data entry
  • Understand when data is collected during the sales process and put things in place to capture it at the right time
  • Know who is responsible for putting that data in and train them

If you’re building a small to medium-sized tech startup every piece of data counts. Clear and standardized data entry practices serve as the building blocks for a successful sales pipeline. Startups, especially those engaged in B2B negotiations, often handle a myriad of information, from client details to contract specifics. Implementing standardized formats ensures uniformity in data entry, reducing the likelihood of errors and enhancing the overall accuracy of your sales pipeline.

tracking contract details

2. Regular Data Audits and Cleansing:

Frequent audits are essential to identifying and rectifying inaccuracies in your sales pipeline. Implement a systematic approach to data cleansing, addressing duplicates, outdated entries, and any inconsistencies. This proactive strategy maintains the health of your dataset and enhances its reliability.

Data, not audited, will go wildly wrong. No matter how much you set up your processes the creative people in your teams will figure out ways to put data in that’s not supposed to be there. Regular data audits and cleansing meetings are indispensable. These proactive measures serve as checkpoints to identify and rectify any inaccuracies that may have crept into your sales pipeline. Addressing duplicates, outdated entries, and inconsistencies ensures that your dataset remains pristine, providing a solid foundation for strategic decision-making.

3. Automation for Data Validation:

Leverage automation tools to validate and update data in real-time. Integrating smart technology like workflows in Hubspot, into your sales pipeline processes reduces manual errors and ensures that your dataset remains accurate and up-to-date.

Automation has become essential for any startup that’s trying to scale their go to market approach. Startups can leverage this power to maintain clean sales pipeline data fairly easily. By incorporating automation tools, you not only streamline processes but also reduce the risk of manual errors. Contract Sent, builds on the end of your sales pipeline and gives you further automation for data validation to build out the data you have available to make decisions from.

4. User Training and Accountability:

Probably one of the most forgotten pieces of rolling out any process that keeps your sales pipeline data clean is to roll out comprehensive training on data entry protocols and the importance of maintaining a clean sales pipeline. Foster a culture of accountability, where each team member understands their role in preserving data integrity. This collective responsibility contributes to a consistently clean dataset.

When you’re trying to build a team out and get them to align with what you’re doing fostering a culture of accountability is instrumental in maintaining data integrity. Empower your team with thorough training on data entry protocols, ensuring that every member understands the significance of their role in preserving a clean sales pipeline. By instilling a sense of responsibility among team members, startups can ensure that maintaining a pristine dataset becomes a collective effort.

5. Utilize Advanced CRM Features:

Explore the advanced features of your Customer Relationship Management (CRM) system. Many CRMs, including those compatible with Contract Sent, offer sophisticated tools for data management. Capitalize on these features to streamline your sales pipeline and reduce the risk of data discrepancies.

Unlocking the full potential of your CRM system is paramount in ensuring a clean and efficient sales pipeline. Advanced features within CRMs, often overlooked, can significantly contribute to data management. Startups, in partnership with Contract Sent, can explore these sophisticated tools, capitalizing on functionalities that streamline processes and reduce the risk of data discrepancies.

The success of early stage tech startups often hang on the effectiveness of your sales pipeline, and at the core of that success is clean and accurate data. Implementing these strategies ensures that your sales pipeline remains a reliable guide for strategic decision-making. Contract Sent looks to give you a clear view of the last stages of your pipeline, offering insights into the ‘it’s with legal’ stage and support to nurture your growth in the tough negotiations that you’re having with customers. Startups can be a bit of a dog eat dog world, where data is the lifeblood, a well maintained sales pipeline ensures a clear path to success.


Contract Sent is not a law firm, this post and subsequent pages on this website do not constitute or contain legal advice. To understand whether or not the ideas and guidance on the Contract Sent website is applicable to your business, you should consult with a licensed attorney. The use and accessing of any resources contained within the Contract Sent site do not create an attorney-client relationship between the user and Contract Sent.

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