crm: becoming a data management rockstar€¦ · crm training manager at simpleview. home accounts...
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CRM: Becoming a Data Management Rockstar
Katlynn Land CRM Training Manager at Simpleview
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Importing Best PracticesStore only necessary/used info
GDPR, CASL, etc.
Import with duplicate check
Anonymization report
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Naming StandardsAbbreviations
Rules
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TemplatesCreate for ease of use, consistency
Clean out old branding
Examples
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Unused OptionsFields, Dropdowns options
Tags
Security roles
User review
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Needed TasksPast Tasks
Triggers
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Amenity DataQuery for specific businesses
Extranet for maintaining
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Queries/ReportsRemove Duplicates
Create queries to aid in cleanup
Create reports off of clean data
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