Chapters
- 01 · What Makes CRM Data Trustworthy?
- 02 · Run a Baseline Data Audit
- 03 · Find and Prevent Duplicates
- 04 · Standardize and Validate Records
- 05 · Handle Consent, Opt-Outs, and DNC
- 06 · Handle Job Changes, Departures, and Churn
- 07 · Enrich the Records That Matter
- 08 · Resolve Conflicting Values
- 09 · Choose What to Buy, Configure, Connect, or Build
- 10 · Establish Continuous Checks and Quarterly Audits
- 11 · Capstone: Repair a Broken CRM Population
12 min · Interactive exercise
Resolve Conflicting Values
Set the overwrite rule for CRM-vs-provider conflicts and block an unsafe merge.
An enrichment provider returns a job title and company size for a Ferrow Industrial contact. Both conflict with values a rep entered by hand the previous week. The enrichment job, running on its nightly schedule, is about to overwrite both, because “newest data wins” was never actually decided as a policy. It just became the default behavior nobody chose.
Freshness of the write isn't freshness of the fact
A value's freshness as a write isn't the same as the freshness of the underlying fact. Classify every field family in advance, using the same source/authority/freshness vocabulary the field dictionary already defines: a practitioner-owned assessment is never silently overwritten; a system-derived, recalculable field refreshes when its source recalculates; a provider-sourced firmographic field refreshes on verified higher freshness; an empty field fills automatically.
A conflict that stays, and a merge that stops
The Ferrow Industrial contact's job title is practitioner-owned-adjacent, so it is never silently overwritten, while company size is provider-sourced-by-default and refreshes automatically. The provider-conflict-pair fixture confirms the job title routes to review with both values shown while company size refreshes on its own. The same never-silent rule applies to a merge involving a protected record: the Priya Shah / Rina Fields merge from Chapter 3 stays blocked here too, for the same reason.
Carry this into your business
Decide the overwrite rule for each field family before an enrichment job forces the decision at 2 a.m. on a schedule nobody's watching. “Newest wins” isn't a policy. It's what happens by default when nobody wrote one down.
GTM Lab
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Classify the field families and run the conflict
An enrichment provider returns a job title and company size for a Ferrow Industrial contact that conflict with values a rep entered by hand last week.
Fixture: provider-conflict-pair
Ferrow Industrial contact · provider conflict
FIXTURE-PROVIDER-CONFLICT-PAIR- Job title (rep-entered, last week)
- VP, Operations
- Job title (enrichment provider)
- Operations Manager
- Company size (rep-entered)
- Not set
- Company size (enrichment provider)
- 250-500 employees
Set the conflict-log fields
Field ID, CRM value, provider value, sources, review outcome, final value
Revisit the unsafe proposed merge
Confirm the Priya Shah / Rina Fields merge stays blocked under this same never-silent rule.
Fixture: unsafe-proposed-merge
Priya Shah × Rina Fields · proposed merge
FIXTURE-UNSAFE-PROPOSED-MERGE- Priya Shah
- Acme Manufacturing · Sales-ready · open expansion Opportunity
- Rina Fields
- Created by a bulk import that copied Priya’s phone and email domain
- Match score
- High (phone + email-domain match)
- Protected condition
- Priya has an open Opportunity
Re-check the merge