CRM DATA CLEANSING CHECKLIST

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--- DATA SOURCE ASSESSMENT ---
[ ] Describe the primary data sources being assessed (e.g., spreadsheets, legacy systems, other CRMs).
[ ] Estimated total number of records in the primary data source.
[ ] Data Source Accessibility (Fully Accessible, Partially Accessible (Requires assistance), Limited Access (Requires special permissions))
[ ] Last Data Source Audit Date
[ ] Briefly outline any known data quality issues or concerns regarding the source(s).

--- DATA PROFILING ---
[ ] Total Records Analyzed
[ ] Number of Null Values in 'FirstName' Field
[ ] Number of Records with Invalid Email Format
[ ] Data Type of 'City' Field (in Source System) (Text, Number, Date)
[ ] Potential Issues Identified (Select all that apply) (Inconsistent Formatting, Missing Data, Invalid Values, Data Type Mismatch)
[ ] Detailed Notes on Data Quality Issues Observed

--- STANDARDIZATION & FORMATTING ---
[ ] Naming Convention for Contacts (First Name Last Name, Last Name, First Name, Company Preferred)
[ ] Address Formatting Standard (USPS Standard, International Standard, Company Preferred)
[ ] Phone Number Length Verification (digits)
[ ] Date Format Standardization (MM/DD/YYYY, DD/MM/YYYY, YYYY-MM-DD)
[ ] Standardized Country Code Format (e.g., +1)

--- DEDUPLICATION ---
[ ] Record Count Before Deduplication
[ ] Deduplication Method (Exact Match, Fuzzy Matching (e.g., Phonetic), Manual Review)
[ ] Matching Criteria (Select all that apply) (First Name, Last Name, Email Address, Phone Number, Company Name, Address)
[ ] Number of Potential Duplicates Identified
[ ] Resolution Strategy for Duplicates (Merge Records, Delete Duplicate, Mark for Review)
[ ] Number of Records Merged
[ ] Number of Records Deleted

--- DATA ENRICHMENT ---
[ ] Select Data Enrichment Services Used (Address Verification, Email Append, Phone Number Append, Firmographic Data, Social Media Profiles)
[ ] Percentage of Records Enriched
[ ] Summary of Enrichment Logic & Rules
[ ] Sample Enriched Data File
[ ] Data Enrichment Provider (Clearbit, ZoomInfo, Hunter.io, Dun & Bradstreet, Other)
[ ] Notes on Data Quality Post-Enrichment

--- DATA VALIDATION RULES ---
[ ] Phone Number Length
[ ] Postal Code Length
[ ] Country Selection (United States, Canada, United Kingdom, Other)
[ ] Date of Birth (Future Date Check)
[ ] Job Title Format (Standardized, Free Text)
[ ] Account Number Format
[ ] Required Fields (First Name, Last Name, Email Address, Company Name)

--- DATA MIGRATION & INTEGRATION ---
[ ] Number of Records to Migrate
[ ] Migration Approach (Full/Incremental) (Full Migration, Incremental Migration)
[ ] Planned Migration Start Date
[ ] Estimated Migration Duration
[ ] Mapping of Source and Target Fields (Detailed)
[ ] Data Transformation Rules Applied (Case Conversion, Date Formatting, Address Standardization, Concatenation)
[ ] Sample Data File (for testing)

--- DATA SECURITY & COMPLIANCE ---
[ ] Data Encryption Method (At Rest Encryption, In Transit Encryption, Both)
[ ] Access Control Implementation (Role-Based Access, Attribute-Based Access, Least Privilege Principle)
[ ] Last Security Audit Date
[ ] Number of Active User Accounts
[ ] Description of Data Masking Procedures (if applicable)
[ ] Compliance Standard Adherence (Select all that apply) (GDPR, CCPA, HIPAA, PCI DSS, Other)
[ ] Security Policy Document (upload)

--- USER TRAINING & DOCUMENTATION ---
[ ] Training Materials Overview
[ ] Training Modules Covered (Data Entry Procedures, Report Generation, CRM Navigation, Security Protocols, Workflow Automation)
[ ] Training Completion Deadline
[ ] Number of Users Trained
[ ] User Training Records (e.g., attendance sheets)
[ ] Summary of Key Training Points

--- ONGOING MONITORING & MAINTENANCE ---
[ ] Last Data Quality Audit Date
[ ] Number of Duplicate Records Detected (Monthly)
[ ] Data Quality Monitoring Tool Used (Built-in CRM Tools, Third-Party Tool, Manual Review)
[ ] Next Scheduled Data Quality Review
[ ] Summary of Recent Data Quality Issues & Resolutions
[ ] Current Data Quality Risk Level (Low, Medium, High)

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