One of the most common issues we see in CRM systems is inflated opportunity pipelines full of deals that were created months ago but were never closed or disqualified. Over time, this “dead wood” makes forecasting unreliable and dashboards misleading.
A simple solution is opportunity timeout automation. By setting rules that automatically expire opportunities after a defined period, you maintain a clean, realistic pipeline. Sales teams can still revive deals when needed, but inactive opportunities no longer linger indefinitely.
This best practice works especially well in CRM systems integrated with ERP platforms like Sage 100, Sage 300, Sage X3, or Sage Intacct.
👉 Want help implementing this in your CRM? Contact us to see how we can tailor it to your sales process.