CRM Data Quality Audit for Sales
Check the records that forecasts depend on.
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Audit CRM data quality. Field list and a sample of records with personal details replaced by invented values: [CRM_SAMPLE]. Which fields are required: [REQUIRED_FIELDS]. Reports that rely on them: [REPORTS]. Check completeness, duplicates, inconsistent values, stale contacts, missing owners and next steps, free-text fields doing the work of fields, and reports built on unreliable fields. Return a table with Field, Completeness estimate, Problem and Fix, a score from 1 to 10 for reliability, and entry rules for the team. Data protection duties are [VERIFY] for [JURISDICTION]. Also suggest a clean-up plan in stages, starting with the records that affect the next quarter's forecast, with a rule for archiving contacts that are old. Propose required fields at each stage, a monthly report of exceptions, and a short training session for people who enter data. Also list the five questions the sales leader should be able to answer from the CRM today, and test whether the current data can answer them. Add a note on retention and deletion of old records, with rules to be confirmed with the privacy owner.
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