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Data Integrity Framework

Reliable data. Finally!

Data visualization without quality underlying data is useless. That's why our first priority with new customers is implementing our Data Integrity Framework.

This provides an operational environment for your sales & marketing teams that is eminently measurable and consistently produces high-quality data.


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Data Model

Map Current Strategies

Model Current Strategies

Model of all your current processes by lead sourcing strategy (ex. inbound, paid ads, prospecting, events, etc).

Align on all lead and opportunity definitions, lead routing rules and assignments.

Normalize Data Model

Map Data Model

Identify all processes, business rules, data sources, integrations, custom fields, automations and reports currently being used.

Install 200+ custom fields and automations so we can precisely measure each step in your process of turning leads into customers. This includes capturing every conversion point and the duration between steps.


Configure Tools

Configure 3rd Party Tools

We'll deploy or retrofit your CRM, marketing automation platform, sales acceleration software, conversation intelligence software, and configure any other tools that pass data into your systems.

After installing the data model inside your sales and marketing technology stack, we'll integrate all your tools and rigorously test to ensure all data flows are working as expected.


Data Integrity Protocols

Cleanse Existing Data

Cleanse Existing Data

Most sales and marketing technology environments are full of incomplete, duplicate, or conflicting records.

We end this madness by cleaning your data, purging duplicates, enriching records, and repairing all your existing data.

Train Users

Train Users

Before launching any changes, our tech stack administrators provide holistic training to end user SDRs, sales executives, and marketing professionals.

We ensure that everyone fully understands all the new processes, fields, definitions, and rules that were 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.

Ongoing Administration

Ongoing Data Integrity

Daily cross-checking systems to ensure incoming records are properly tagged.

Assisting with data uploads so imported records are properly tagged.

Creating "Clean Your Room" dashboards alerting end users to outdated records.

Surfacing end user non-adherance issues that threaten data integrity.

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