DemandTools V Playbooks
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CRM data management and strategy playbook
Audience This playbook is designed for beginner to intermediate CRM administrators. Playbook objective The objective of this playbook is to: Develop a CRM data management strategy Before You Get Started The DemandTools modules referenced ...
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Assess and Verify playbook
Audience This playbook is designed for beginner CRM administrators. Playbook objective The objectives of this playbook are to: Assess the overall health of your CRM data Identify valid and invalid email addresses Before You Get Started R...
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Dedupe playbook
Audience This playbook is designed for beginner CRM administrators. Playbook objective The objectives of this playbook are to: Determine what your company defines as a duplicate Identify duplicate records Deduplicate your data Before You G...
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Data standardization playbook
Audience This playbook is designed for beginner CRM administrators. Playbook objective The objectives of this playbook are to: Determine your data standards Identify what data needs to be standardized Standardize your data Automate your da...
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Malformed data playbook
Audience This playbook is designed for beginner CRM administrators. Playbook objective The objectives of this playbook are to: Identify and scope malformed data problems Fix or delete malformed data Before You Get Started Read our data...
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Missing data playbook
Audience This playbook is designed for beginner CRM administrators. Playbook objective The objectives of this playbook are to: Identify and scope missing data problems Populate missing data or add a missing identifier Before You Get Starte...
