In the past, dealing with in-house data quality staff often required a ‘revolving door’ approach: you had to find them, hire them, train them, compensate them, motivate them, manage them – and frequently replace them, starting the process all over again. With CLIENTSFirst Data Quality Professionals, we assume the responsibility for finding, hiring, motivating and managing your data team so that you and your staff can close the ‘revolving door’ and get back to focusing on more strategic or crucial priorities.

Our professionals are dedicated to helping you with data quality and function as a part of your team. We provide several levels of assistance spanning the entire life cycle of your CRM database, from data stewards to CRM managers and administrators.

Data Quality and Cleaning Solutions

Useful for these CRM Stages: All Stages

An average professional can have more than 300 contacts. Of those, more than half can be duplicates of the contacts shared by other professionals in the CRM. As professionals share more contacts with a CRM, the data quality becomes more and more of an issue and the resulting data dump can be daunting to manage.Our Data Quality Solutions team has the time, technology and expertise to provide you with clean, complete and correct data.

Whether you need one full-time data steward to maintain and enhance ongoing data quality or several people to assist you with a CRM rollout or major data quality project, we can muster the right resources for you – and often at significant cost savings!

Data Quality Planning and Goal Setting

Useful for these CRM Stages: Selection; Improvement; Review

Planning is crucial to CRM success. In the initial stages of a CRM rollout, a data quality plan must be put into place for cleaning duplicates and standardizing data. If you currently have a CRM, you may have never created a full functional data quality plan. Our team will help you create a plan that allows you to optimize your staffing and avoid missteps that can drain time, money and resources. We can also help you gauge your return on investment by providing periodic progress updates throughout your data cleansing process.

Strategic Data Quality Assessment

Useful for these CRM Stages: Improvement; Review

When did you last take time to assess the data in your CRM database? Too often, data quality can be pushed further and further down the “to-do” list as more pressing tasks demand your attention. But, to be truly successful, a CRM must have clean data. We can help you evaluate your data quality needs and determine the optimal resources that should be deployed for initial and ongoing database maintenance and integrity. We will work together with you to formulate a plan for data quality success.

Data Standards Guide Creation

Useful for these CRM Stages: Selection; Improvement; Review

Successful data quality processes begin with setting data standards.Our team will work together with you to create a Data Standards Guide that reflects your firm’s unique style. This guide will assist your end users in consistent contact entry and formatting to reduce the number of duplicates and incorrect data entries in your CRM. This guide will also be an invaluable resource for your data stewards as they clean and merge contacts daily.

CRM Management Assistance

Useful for these CRM Stages: All Stages

Good CRM employees are hard to find. It takes a great deal of time and training to learn the functionality and intricacies of today’s complex CRM systems.  Often, firms struggle to fill CRM staffing roles while their CRM quality slowly degrades. But, help is available! We provide a variety of interim CRM assistance – from CRM Project Managers to Administrators to Help Desk Professionals – on a full-time or part-time basis to fill any need. Contact us for an evaluation to determine which assistance level best suits your needs.

Our Management Assistance services include:

CRM Manager: Our CRM Managers can assist your firm by managing internal staff projects; creating reports; making configuration adjustments; managing lists and processes, and more. Our Managers have extensive experience with a variety of CRM systems as well as project management experience and excellent organizational and leadership skills. We will roll up our sleeves and work side-by-side with your team members to keep your database operating at optimum levels.

CRM Administrator: Our CRM Administrators often assist CRM Managers who are focused on strategy and need a knowledgeable assistant to handle everyday tasks. This project-based role will assist with challenging projects such as managing event processes; importing and exporting lists; generating reports; creating complicated searches and more.

CRM Help Desk: We employ CRM experts who can be on call to answer question from your end users and assist in trouble-shooting issues. Our Help Desk experts can also be used to supplement your existing Help Desk as a CRM-specific resource. More complicated questions can be escalated as needed to our team of Consultants for the best solutions.

Advanced Data Quality Professionals: Sometimes there are data quality tasks that need additional expertise to complete.  Our Advanced Data Quality Professionals can assist you with updating sensitive records, such as Top Client information, and researching and merging Company contacts as well as other advanced tasks.