Most small teams are sitting on a CRM that has quietly become a mess: duplicate contacts, blank fields, notes nobody reads, and deals stuck for years. The information you need to close is already in there. It is just buried. In this session you will see how to clean your data, turn on the buyer signals you are already paying for, and use AI to surface the insight that drives more deals. You will leave understanding how much capability you already have and how to put it to work in a single afternoon.

You Will Learn

• How to identify and fix common CRM issues that prevent teams from getting value from their customer data.
• Practical ways to use AI to uncover buyer signals, prioritize opportunities, and surface insights hidden in your existing CRM.
• Which data fields, activities, and workflows matter most for improving sales visibility and forecasting accuracy.
• How to avoid common data quality and CRM adoption mistakes that limit the effectiveness of AI-powered insights.
• A step-by-step 30-, 60-, and 90-day roadmap for cleaning your CRM, activating customer intelligence, and turning data into action.