Lasso CRM New Year Cleanup: Set Yourself Up for Success

A well-maintained CRM ensures your database remains a powerful tool for driving sales, streamlining marketing, and improving customer engagement. Here’s a step-by-step guide to an effective end-of-year cleanup, including tips for leveraging Lasso CRM’s unique features.

1. Clean out undeliverable contacts

Start by identifying and removing undeliverable email addresses, inactive leads, and outdated contact records. High bounce rates from invalid contacts hurt your email deliverability and skew marketing performance metrics. Regular cleanup ensures accurate reporting and helps you focus on high-quality leads for the coming year.

2. Update contact information with SSRUs

Take advantage of Self-Serve Registrant Updates (SSRUs) in Lasso CRM. Send a quick email to your database, inviting registrants to update their own contact details and preferences. This keeps your records accurate and reduces administrative effort while ensuring prospects feel valued and engaged.

3. Deactivate inactive users and ex-employees

Review your system’s user access. Deactivate former employees and any inactive users to prevent unauthorized access and protect sensitive data. Assign roles and permissions appropriately to maintain CRM security and comply with data privacy regulations.

4. Segment your database

Use Lasso’s filtering and segmentation tools to organize your contacts into actionable lists based on behavior, preferences, or stage in the buying journey. Smaller, targeted lists allow for personalized marketing campaigns and more effective follow-ups, boosting engagement and conversions.

5. Audit active leads and follow-ups

Ensure active leads are assigned to the appropriate team members, with clear next steps for follow-ups. Mark stale or cold leads for re-engagement campaigns or archive them for later review.

6. Review reports and performance metrics

End-of-year is the perfect time to review your CRM data for insights. Use Lasso’s reporting tools to analyze key performance metrics, such as lead conversion rates, campaign success, and team productivity. Use these insights to set informed goals for the upcoming year.

7. Plan for the New Year

Finally, integrate the insights from your cleanup into a plan for the new year. Create fresh campaigns, define outreach strategies, and set reminders for timely follow-ups using Lasso’s calendar and task features.

A clean and organized Lasso CRM database ensures you start the new year with accurate data, efficient workflows, and actionable insights to drive success. Take the time now to clean up and prepare—your future self will thank you!