CRM Integrity & Business Flows

Maintaining CRM integrity and business flows is critical to ensure that the data stored in the CRM system is accurate and up-to-date, and that the business processes are running smoothly.

Steps taken by Artisan to ensure CRM integrity and business flows:

Data validation: Implement data validation rules to ensure that the data entered into the CRM system is accurate and complete. This can include checks for missing data, duplicate records, and invalid data.
Data governance: Develop and implement data governance policies and procedures to ensure that the data in the CRM system is accurate, consistent, and compliant with organizational policies and regulations.
Data backup: Regularly back up the data in the CRM system to ensure that it can be restored in the event of data loss or system failure.

Data integration: Integrate CRM with other systems, such as accounting and inventory systems, to ensure data is accurate and up-to-date.
User training: Provide training on proper use of CRM to maintain Data Integrity. Data Entry, Data Validation, and Data Governance.
Regular audit: Regularly audit the data in the CRM system to identify and correct any errors or inconsistencies.
Process Automation: Automate repetitive tasks and processes in the CRM system to improve efficiency and reduce the risk of errors.
Access control: Implement access control to ensure that only authorized users can access and update data in the CRM system.

Reference Article: High Velocity Task Driven CRM Workflow – LinkedIn Article by Douglas Suvalle

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