Tag
Data quality
19 articles · 3 silos
How To · 6 min
Why Your CRM and Dashboard Show Different Totals
The CRM shows 12 opportunities. The dashboard shows 10. Find the records behind the difference before changing either report.
How To · 9 min
CRM Data Audit Checklist for Operations Teams
Use this CRM data audit checklist to find the fields and ownership rules that are making live operational decisions unreliable.
Build Notes · 8 min
Normalise phone numbers to E.164
A living-example teardown of turning messy phone numbers into one canonical E.164 form, and why the job belongs to libphonenumber rather than regex.
Build Notes · 8 min
Data Quality Is Ownership, Decay, and Contract Discipline
A field becomes untrustworthy when no one owns its accuracy, no process expects it to change, and downstream systems cannot state what they rely on.
Build Notes · 8 min
Inside the Data Auditor
How a CRM data audit turns contaminated records into confirmed matches, review cases, and visible exceptions without blind merges.
Breakdowns · 4 min
What Is CRM Data Decay?
Data decay is the natural loss of accuracy as the world changes. Its rate depends on the field, the workflow, and how quickly the real-world fact moves.
Breakdowns · 8 min
What Is Data Ownership in Operations?
Data ownership is named accountability for accuracy, not access to a system, not responsibility for a tool, accountability for a specific field being correct.
Build Notes · 8 min
Inside the Galaxy Canvas
How a relationship mapping tool makes account and contact data easier to navigate than a table, and what the two Galaxy builds reveal.
How To · 7 min
How to Audit Your CRM Data in a Day
Audit the fields that drive decisions, measure whether they are usable, and leave with a ranked list of fixes. This is a one-day CRM data audit method.
Breakdowns · 6 min
Why CRM Projects Fail After Rollout
The CRM is live, but follow-ups still sit in email and managers still repair the forecast. Check the workflow before blaming users or replacing the tool.
Breakdowns · 5 min
CRM vs Spreadsheet: When to Move On
Spreadsheets become CRM substitutes for good reasons and liabilities for the same reasons. Here is how to tell when the spreadsheet has stopped being useful.
Breakdowns · 4 min
What Is Data Quality for Operational Decisions?
Data quality is how trustworthy data is for making decisions. Not whether it is perfect, whether the people who act on it can do so without fixing it first.
How To · 5 min
How to Fix Duplicate CRM Records at Intake
Fix duplicate CRM records by stopping weak matches at intake: normalise the data, separate exact from uncertain matches, and send doubtful cases to review.
Breakdowns · 5 min
Why Teams Stop Trusting Dashboard Data
When a dashboard number looks wrong, check its definition, source records, filters and presentation before choosing a fix.
How To · 28 min
Data Visibility for Commercial Teams: The Complete Guide
How commercial teams lose trust in CRM and reporting data, where the breaks usually start, and how to make data visible, owned, and trustworthy again.
How To · 6 min
How to Monitor Your Integrations in Production
An integration without monitoring fails silently. What to watch, what to alert on, and how much monitoring is enough.
How To · 6 min
How to Write a Data Contract Before You Build an Integration
Most integration failures are visible before the first line of code is written. A data contract surfaces them in a document instead of a production failure.
How To · 8 min
When an Integration Breaks: How to Diagnose It
Integration failures are diagnosable. Most take longer than they should because the investigation starts in the wrong place. Here is where to look first.