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