Introduction: In this follow-up tutorial, Tony Hollywood demonstrates the significance of using PivotTables to audit the Act CRM data. After performing some database cleanup, Tony opens Excel to showcase the breakdown of contacts in his database. Understanding these numbers can provide valuable insights into data management and set realistic expectations for tasks like prospect calling. By using PivotTables, users can gain a better understanding of their Act CRM data and optimize their business processes.

1. Database Cleanup:

• Tony briefly mentions that he performed some cleanup of his Act CRM database to ensure data accuracy and consistency.

2. The Importance of Knowing Contact Count:

• Tony opens the Act CRM database to reveal that there are 5,374 contacts in total.
• He emphasizes the relevance of knowing the total number of contacts in the database and how it can help set realistic expectations for various tasks.

3. Example Scenario:

• Tony provides an example scenario where a sales representative’s goal is to call all the prospects in the database in a given week.
• He uses the count of contacts (5,374) to illustrate how long it might take the sales representative to make all the calls and highlights the importance of managing expectations based on data insights.

4. Benefits of Data Analysis:

• By using PivotTables to break down and analyze the contact data, users can gain valuable insights into their database and make informed decisions about their business processes.

Conclusion: Understanding the power of PivotTables to audit and analyze Act CRM data is essential for optimizing business operations. By utilizing data insights, users can manage their contacts more efficiently, set realistic goals, and make data-driven decisions. This enables better data management and enhances overall business performance.