A 5-step blueprint for CRM naming conventions | MarTech
Briefly

A 5-step blueprint for CRM naming conventions | MarTech
"If that sounds familiar, you've likely encountered a digital Wild West of inconsistently named assets. From "Test List v2" to "Q3 Campaign FINAL_FINAL," the chaos is real and finding anything becomes a nightmare. This isn't just a minor annoyance. It's a common pain point that quietly sabotages marketing teams everywhere. The solution, while not glamorous, is one of the most powerful tools in a marketer's arsenal - a clear, enforced naming convention strategy. This isn't about being neat. It's the foundation for unlocking your CRM's full potential."
"Let's be honest, naming conventions probably aren't the most exciting topic on your to-do list. But they are the unsung heroes of a high-performing CRM. Think of them less as a strict rule book and more as a shared language that your entire team can speak fluently. When everyone follows the same system for naming campaigns, lists and workflows, you eliminate guesswork and create a single source of truth."
Inconsistent asset naming creates a digital Wild West where assets are hard to find, leading to duplicated work and stalled campaigns. Naming chaos like 'Test List v2' or 'Q3 Campaign FINAL_FINAL' wastes time and undermines CRM usability. Poor data quality imposes heavy costs: Gartner estimates $12.9–$15 million annual enterprise losses, and McKinsey finds up to 20% productivity loss and 30% higher operational costs. A clear, enforced naming convention functions as a shared language across teams, enabling a single source of truth, faster reporting, reduced duplication, and improved productivity and cost efficiency.
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