Data Quality Assurance Assessment

I understand that the success of your CRM system hinges on the quality of your data.

The Data Quality Assurance Assessment — a comprehensive solution designed to ensure the

accuracy, consistency, and reliability of your CRM data.


What’s included

I work closely with your internal admin team to conduct a thorough examination of your CRM system, identifying and addressing redundancies that may be affecting data quality. Quality check reports will be run to pinpoint:

  • Incomplete Records

  • Duplicate Records

  • Incorrect Formatting

  • Unusable or Non-standardized Values

  • High Bounce Rates

  • Low Engagement or Conversion Rates

  • Lack of Data Governance

  • Complaints or Feedback from Users

Feedback will be collected from users on their experience with the CRM system and data quality by administering a short survey and facilitate a focus group of key players representing your organization.

At the conclusion of the project, you will receive a comprehensive presentation and report that outlines my recommendations for process modification or new process adoption. This debrief will provide actionable insights to improve data quality, streamline data management processes, and enhance the overall effectiveness of your CRM system.


Addressing redundancies and implementing best practices for data entry and cleaning, will allow you to report on cleaner, more accurate data in your CRM system.

Optimizing data quality and processes will maximize the return on your CRM investment and unlock its full potential to drive growth and profitability.

With reliable data at your fingertips, you'll be better equipped to make informed decisions that drive business success.

Streamlining processes and addressing user feedback will boost user satisfaction and engagement with the CRM system.

Previous
Previous

User Adoption Audit

Next
Next

Metrics and Goal Alignment Review