The importance of having a proper standard operating procedure (or protocol) for your CRM is crucial for the success of your company. Developing and maintaining a systemized process ensures that you can scale your business. Implementing a standard system that uses a global naming convention and syntax enables you to easily track campaigns and tags in your system. You’ll also be able to hire and train employees ensuring the same protocols are used so others can locate and report on metrics company-wide. Lastly, you will be able to see visually how all of your campaigns are connected to one other.