Contact Data
Auditing data quality after a bulk import
Reconcile imported records, values, links and errors against the source population, then correct and recheck affected customer records.
Desk
Desk CRM Data
Looks at contact and account structure, duplicates and the routines that keep records usable.
Contact Data
Choosing a unique identifier for customer records
Choose CRM identifiers for contacts, accounts and opportunities, and set matching rules for imports and other systems.
Contact Data
Connecting website enquiries to CRM records
Design a website-to-CRM hand-off that preserves each enquiry, matches contacts carefully and exposes rejected or missing submissions.
Automation
Creating follow-up tasks without duplicates
Set task-worthy triggers, define equivalent open work and check repeat entry before automating CRM follow-up tasks.
Contact Data
CRM contacts and account structure
Structure CRM contacts, customer accounts and opportunities so sales teams can find the right people and potential sales without duplicating records.
Contact Data
CRM data quality
Define useful CRM data quality checks, find the causes of errors and set a review routine around the customer work your team needs to complete.
Contact Data
Finding duplicate contacts without merging different people
Review likely duplicate contacts: assess identity evidence, handle uncertain pairs and inspect the effects of a planned merge.
Contact Data
Handling incomplete customer records
Triage missing CRM information by the work it affects, assign unresolved gaps and avoid guessed values that make a record misleading.
Contact Data
Preparing a clean CRM migration file
Prepare CRM import rows, identifiers, field values and relationships, then check a small import before moving the agreed data.
Contact Data
Recording referral sources accurately
Record who introduced an opportunity without confusing a personal referral with web traffic or CRM creation source.
Contact Data
Reviewing unused fields and customisations
Check a CRM field's purpose, values and dependencies before hiding, changing or deleting it, including product recovery limits.
Contact Data
Separating contacts, companies and opportunities
Decide whether CRM information belongs to a person, customer account or separate sales opportunity, using a practical example.
Contact Data
Standardising company names and account ownership
Set a company naming rule, preserve useful alternate names and resolve account ownership without obscuring customer work.
Contact Data
Steps for updating an account after an offline visit
Record an offline customer visit, verify the later CRM sync and hand off the next action.