Chapters · 8 of 11
- 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
Chapter 8 of 110 complete
Resolve Conflicting Values
Set the overwrite rule for CRM-vs-provider conflicts and block an unsafe merge.
CRM Data Reliability Plan · 0 of 11 sections started
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Chapter 8 of 110 complete