Data Quality Audit
Find and fix CRM hygiene issues before they corrupt your reports
Scans CRM data for completeness, consistency, and accuracy issues. Identifies missing required fields, inconsistent picklist usage, orphaned records, and stale data. Produces a prioritized remediation plan ranked by downstream impact.
Workflow Steps
Schema Review
/revopsMap required fields and validation rules across objects
Completeness Scan
/excel-workCalculate fill rates for every field, flag those below threshold
Consistency Check
/synthesize-knowledgeIdentify duplicate records, conflicting values, and picklist drift
Impact Assessment
/chief-of-staffRank issues by how they affect reporting, routing, and automation
Remediation Plan
/deep-planningPrioritized fix list with owner, effort, and expected improvement
Example
CRM audit of 3,200 contact records. Finds 22% missing industry field (breaks routing), 340 duplicate accounts (inflates pipeline), 15% of opportunities missing close date (breaks forecasting). Remediation plan: bulk industry enrichment first (highest reporting impact), then dedup with merge rules, then close date enforcement via validation rule. Systematic data hygiene is a pillar of AI-driven GTM strategy.
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Deep Dives
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Built and maintained by Victor Sowers at STEEPWORKS