Hi everyone,
I’m looking to improve our CRM data hygiene and would love to hear what best practices have worked well for you.
What processes do you follow to keep your CRM data clean and accurate over time? How do you handle issues like duplicate records, missing or inconsistent data, outdated contacts, and inactive accounts? Do you rely more on automation (validation rules, deduplication tools, workflows), regular audits, or user training and governance policies?
I’m especially interested in practical, sustainable approaches that keep data quality high without creating too much manual work.
Thanks in advance for sharing your insights!
Michelleking
I’m looking to improve our CRM data hygiene and would love to hear what best practices have worked well for you.
What processes do you follow to keep your CRM data clean and accurate over time? How do you handle issues like duplicate records, missing or inconsistent data, outdated contacts, and inactive accounts? Do you rely more on automation (validation rules, deduplication tools, workflows), regular audits, or user training and governance policies?
I’m especially interested in practical, sustainable approaches that keep data quality high without creating too much manual work.
Thanks in advance for sharing your insights!
Michelleking