Sales Data Hygiene

Get to clean sales data in 90% less time. Essential for optimizing your GTM motion. A complete playbook with (optional) hands-on support.

Daniel Cohen-Arcamone

Ex-Chief of Staff & Biz Unit Head @ CloudKitchens

Use Playbook

Use Playbook

Get to Clean Sales Data, Easily.

Good CRM hygiene is essential to building sales efficiency. But getting to clean data can feel impossibly hard and time consuming.

Luckily, Daydream has a tried and true end-to-end playbook for getting to good sales hygiene in 90% less time.

Here's what's included:

  1. A playbook for getting to good sales data

  2. Several templates

  3. Optional support from Daniel Cohen-Arcamone, ex-Uber and CloudKitchen. DCA served as trusted Chief of Staff to Travis Kalanick, sales ops, and business unit head.

Why is clean sales data essential?

If you're scaling sales, you need clean sales data urgently.

Clean sales data will help your business & sales process across the board:

  1. Increase sales efficiency & productivity.

  2. Better coaching & issue identification.

  3. Faster learning & sharing what's working.

  4. Better targeting.

  5. Better customer experience.

  6. Better prioritization.

  7. Accurate analytics for both internal and investor purposes.

  8. Otherwise better decision making & improved prioritization.

Why is this helpful?

This package is a lightning fast way to get to good sales data hygiene:

  1. Get all of the benefits of clean sales data & build a more efficient business asap.

  2. Create accountability around sales hygiene.

  3. Build an internal muscle that will keep your data clean.

  4. Save weeks of effort.

  5. Report in seconds, without the manual work.

What metrics are included?

  • Proactively flag hygiene issues

  • Summarize & report across the executive, team, and individual level

  • See opportunity and lead details

Why use Daydream?

Daydream is the BI tool built for CROs, Ops, Execs, and Founders.

Until now, you've had to choose between many fragmented tools, point solutions, & spreadsheets or technical-feeling, data-only BI tools that are confusing for business users & don't support collaboration or context. No good options.

We let you connect your data with context & discussion in an intuitive, self-serve interface. You get faster insights, faster action, and less overhead:

  • Drive accountability & better decisions: Collaborate with your team inline

  • A single pane of glass for your business: Connect all your tools directly, or your data warehouse. Smash the silos.

  • Data meets words: Context and discussion is what makes your data meaningful — and allow you to drive accountability + better decisions

  • Intuitive and self-serve: Feels like a doc meets a spreadsheet

More Playbooks

Revenue-org wide goal setting is critical — but tricky. Here's the playbook align revenue orgs & smash company-wide goals.

Matt Volm

CEO @ RevOps Co-Op

All you need as an early-stage founder or first finance/ops hire to build an efficient, growing b2b company.

Parker Gilbert

CEO @ Numeric

Want to build an efficient marketing engine? Start with a firm grasp over your end-to-end funnel. 🚀

Kathleen Estreich & Emily Kramer

Founders @ MKT1

Keep your team on target and banging the gong. Pipeline Review by the legendary Jeff Ignacio.

Jeff Ignacio

Jeff Ignacio

Head of GTM Ops at RegrowAg & Founder of RevOps Impact

Master Startup Finances
Master Startup Finances

Get a complete finance toolkit to understand and manage your startup's finances when you connect Puzzle to Daydream.

Sasha Orloff

CEO at Puzzle Financial

Pipeline coverage is essential for aligning sales & marketing and will improve both forecast accuracy & your funnel. But you can't build it with Salesforce.

Andy Mowat

Head of GTM Ops, Carta

Revenue-org wide goal setting is critical — but tricky. Here's the playbook align revenue orgs & smash company-wide goals.

Matt Volm

CEO @ RevOps Co-Op

All you need as an early-stage founder or first finance/ops hire to build an efficient, growing b2b company.

Parker Gilbert

CEO @ Numeric

Want to build an efficient marketing engine? Start with a firm grasp over your end-to-end funnel. 🚀

Kathleen Estreich & Emily Kramer

Founders @ MKT1

Keep your team on target and banging the gong. Pipeline Review by the legendary Jeff Ignacio.

Jeff Ignacio

Jeff Ignacio

Head of GTM Ops at RegrowAg & Founder of RevOps Impact

Got Questions?

Got Questions?

What is Daydream?

What is Daydream?

How do I use Daydream Playbooks?

How do I use Daydream Playbooks?

What data or tools can I connect to Daydream?

What data or tools can I connect to Daydream?