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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

Thank You

Katlynn Land - kland@simpleviewinc.comCRM Training Manager at Simpleview