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Data clean up

CRM data clean up services

When we are migrating your data from one CRM to another, we can also help clean up the data with these optional services:

  • De-Dupe
  • purge or archive older data
  • Custom Programming when needed
  • Reformat – upper /lower case,
  • Combine or split names,
  • Update/Verify phone numbers or zips
  • Compare files
  • Calculate or combine values
  • Reformat/ extract:  Notes, History, Alarms, User, and Activity information
  • Append other related data

Data GovernanceWe can also help you with Data governance.   Data governance (DG) refers to the overall management of the availability, usability, integrity, and security of the data employed in an organization.  Backups and disaster recovery  procedures need to be reviewed yearly.

A good data governance program includes the following:

1.     a governing body or council

2.     a defined set of procedures

3.      a plan to execute those procedures