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10 Ways to Refresh Your CRM System This Fall


As the leaves change color and the air turns crisp, it’s a reminder that change is essential and inevitable. Just like nature, our CRM systems need a seasonal overhaul. Here’s how to embrace the spirit of fall and refresh your CRM.

  1. Leaf Through Your Contacts: Much like raking up fallen leaves, combing through your contact list can bring a sense of order. Be sure to remove duplicates and outdated information to keep the system fresh.
  2. Harvest Valuable Insights: Fall is harvest time. Ensure that you’re extracting valuable insights from your CRM, gleaning all the rich information it offers.
  3. Pumpkin Spice Up User Training: Introduce a seasonal training refresh for your team. A ‘Pumpkin Spice’ themed session can be both fun and informative! Be sure to give away some Starbucks gift cards.
  4. Branch Out with Integrations: Like the connecting patterns of tree branches, explore new integrations that can bolster your CRM’s capabilities.
  5. Trim Dead Branches: Just as trees shed leaves, think about hiding any unused or outdated features or information. Streamlining can significantly improve system efficiency.
  6. Cider-Sip and Reflect: Take a step back (with your favorite fall beverage in hand) and evaluate the current state of your CRM. What’s working? What needs improvement?
  7. Corn Maze of Data: Navigating through vast amounts of data can be like maneuvering a maze. Ensure you have clear pathways and structure to your data, making it accessible and understandable.
  8. Warm Up Your Outreach: As the weather cools, ensure your client outreach remains warm and engaging. Utilize the CRM to tailor communications, making it as comforting as a cozy blanket.
  9. Fall Back and Review Security: As we adjust our clocks in the fall, it’s also an apt time to review your CRM’s security protocols. Ensure safeguards are up-to-date and robust.
  10. Gratitude and Feedback: Autumn is a season of gratitude. Seek feedback from your team and users and implement their ideas to enhance the system and drive adoption and value. Be sure to show appreciation for their insights with some more pumpkin goodies.

With these fall-themed refreshes, your CRM will soon be more efficient and effective before the first winter snowflake lands.

For more than a decade, the team at  CLIENTSFirst Consulting has been helping professional services firms and other organizations successfully select and implement CRM and e-marketing systems and improve data quality to maximize value, adoption and return on investment. If you need help achieving CRM Success, contact us at 404-249-9914 or

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