Review the five points to develop a clean data plan for quality and standards.
- [Narrator] In our next video,…which is part two of keep your data clean,…let's have a plan.…Having clean, quality data requires a plan.…Plan begins with a secured executive sponsorship…and a clear direction provided…by the Center of Excellence, also known as C.O.E.…for the understanding of what makes up…a complete account contact profile…and defines what quality data is.…Did you notice I didn't say lead?…It's because remember, we're designing backwards.…A complete account and a complete contact…should be represented in the lead.…So, are you allowing anyone to add fields when needed…or is there a defined vetting process?…Can your sales managers add a field…when they feel like they need to add a field…or do they have to go through a vetting process…or the Center of Excellence,…which is a group of people that decide…if that's the best practice?…Remember, the first thing you want to do…before you even begin your org.…
is to set up a Center of Excellence.…So, develop your Center of Excellence before you go live…so that the org. can be managed…
- Tracking leads, accounts, and contacts
- Defining a lead
- Preparing a Lead score threshold
- Lead channels
- Lead assignment rules
- Lead qualification status
- Lead record types
- Lead conversion mapping
- Lead source overview
- Validation rules
- Establishing a feedback loop
- Using AppExchange
- Merging duplicate records
Skill Level Advanced
Lightning Tools: Conductor Web Partwith Tiffany Songvilay52m 12s Advanced
Microsoft Dynamics 365 First Lookwith Gini von Courter19m 40s Beginner
1. Understanding Leads
2. Working with Leads
3. Managing Leads
4. Managing Your Data
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