Data Integrity Framework

What is Data Integrity Framework?

Data integrity structure

According to the Salesforce.com, low-quality data cost the average company about 30% of its revenue each year.

To make good decisions, you need good data to inform you. That's why the first thing that's focused on SaaS companies is to set up their technology environment so you can capture great data. You're then measured all your sales and marketing activities and processes from each lead source – from the moment a lead first interacts with you to closing as a new customer.

6-step process to get your data right and maintain data integrity

Current strategy model

• Model all your current processes by lead sourcing strategy (e.g. Inbound, paid ads, prospecting, events).
• Align across all definitions of opportunities and leads, lead routing rules, and assignments.

Map data model

• Identify all processes, business rules, data sources, integrations, custom fields, automations, and reports in use.
• Install more than 200 custom fields and automations so we can accurately measure every step of your process of transforming leads into customers. This includes capturing each conversion point and the duration between steps.

Set up third-party tools

• Deploying or modernizing your CRM, marketing automation platform, sales acceleration software, conversational intelligence software, proposal software and configuring any other tool that passes data to your systems.
• After installing the data model within your sales and marketing technology stack, integrating all your tools and testing rigorously to ensure that all data flows are working as expected.

Clean up existing data

• Most sales and marketing technology environments are full of incomplete, duplicate, or conflicting records.
• Ending this madness by wiping out your data, eliminating duplicates, enriching records, and noting all your existing data.

Train users

• Before launching any changes, our technology stack administrators provide holistic training for end-user SDRs, sales executives, and marketers.
• Ensuring that everyone fully understands all new processes, fields, definitions, and rules that have been installed to produce accurate performance data.
• After initial group training, video documentation and in-app guidance are provided along with 1:1 training for new team members.

Continuous data integrity

• Daily cross-checking systems to ensure that received records are properly marked.
• Assist in uploading data so that imported records are properly marked.
• Throttling in cold prospects so that SDRs are not harmed by too many delayed tasks.
• Creating "Clean Your Room" dashboards alerting end users about outdated records.
• Identify end-user non-adissues that threaten data integrity.

System requirements:

CPU: 1.8 GHz dual core processor

RAM: 2 GB

HDD / SSD: 50 GB of free space on the main drive

Operating system: Microsoft Windows 10, Microsoft Windows 8 32-bit, Microsoft Windows 7 32-bit and Microsoft Windows Vista 32-bit

Resolution: 1024×768

Supported operating systems

Mac OS X 10.5 x (Leopard), Mac OS X 10.6 (Snow Leopard), Mac OS X 10.7 (Lion), Mac OS X 10.7 (Mountain Lion), OS X 10.9 (Mavericks) and Mac OS X 10.10 (Yosemite)

Hardware requirements

Memory - 1 GB of RAM and more

Free disk space - 50 MB

System type - 32-bit and 64-bit OS