gtmjosh
CRM Data Quality
Chapters
  1. 01 · What Makes CRM Data Trustworthy?
  2. 02 · Run a Baseline Data Audit
  3. 03 · Find and Prevent Duplicates
  4. 04 · Standardize and Validate Records
  5. 05 · Handle Consent, Opt-Outs, and DNC
  6. 06 · Handle Job Changes, Departures, and Churn
  7. 07 · Enrich the Records That Matter
  8. 08 · Resolve Conflicting Values
  9. 09 · Choose What to Buy, Configure, Connect, or Build
  10. 10 · Establish Continuous Checks and Quarterly Audits
  11. 11 · Capstone: Repair a Broken CRM Population
Guide overview →

8 min · Interactive exercise

Chapter 1 of 110 complete

What Makes CRM Data Trustworthy?

Reject field-population rate as sufficient proof and name the dimensions a trustworthy population actually needs.

GTM Lab's leadership dashboard reports 96% field population across Contacts and calls the database clean. The same week, a Sales rep complains about duplicate outreach to the same person, and a Customer Success manager finds a former customer still getting a renewal pitch a year after the relationship ended.

All three things are true at once. The dashboard isn't lying. It's answering a much narrower question than “is this data trustworthy,” and everyone reading it assumed it was answering the bigger one.

Fill rate is one dimension out of several

Field population tells you whether a field has a value. It says nothing about whether that value is correct, whether the record is a duplicate, whether consent state is accurate, or whether lifecycle status still matches reality. Trustworthy CRM data needs several independent dimensions to hold at once: identity (is this one real person or company, not a duplicate?), format validity (is the value in a form downstream systems can use?), consent accuracy (does the record reflect what the person actually agreed to?), lifecycle accuracy (does status still match reality?), and freshness (is the value current enough for the decision it supports?).

The same population, scored two ways

Scored on fill rate alone: 96% of core fields populated, dashboard reads healthy. Scored on the multi-dimension model: fill rate 96%, but identity carries an unknown number of unchecked duplicate pairs, consent accuracy is failing on unreconciled opt-out and DNC state, lifecycle accuracy is failing on at least one confirmed stale account, and freshness is unverified because enrichment runs on a blanket schedule with no eligibility check. Same population, two different verdicts.

Carry this into your business

The next time someone points at a field-population dashboard as proof the CRM is clean, ask which of the other four dimensions it was never built to check. That question is this guide's whole premise.

GTM Lab

Saved locally
CRM Data Reliability Plan · 0 of 11 sections started

Saved locally to your browser.

Score the population two ways

GTM Lab’s dashboard reports 96% field population and calls the data clean. Score the same population on 5 independent trust dimensions, using the sample findings shown, not the fill-rate number.

Identity: no duplicate check has ever run against this population. How does identity score?
Format validity: the phone field is populated on nearly every record, and no normalization check has run. How does format validity score?
Consent accuracy: a known opt-out is still receiving sales email, because opt-out and DNC live in fields nobody reconciled. How does consent accuracy score?
Lifecycle accuracy: one account that ended its relationship a year ago still reads Customer. How does lifecycle accuracy score?
Freshness: enrichment refreshes every record on a blanket nightly schedule, and nothing checks whether a value is current enough for the decision using it. How does freshness score?

Both scores describe the same population on the same day. Record what that means before moving on.

Acknowledge: a 96% fill rate is compatible with unchecked duplicates, format drift, and unreconciled consent all at once

Chapter 1 of 110 complete