Evaluate CRM data quality and suggest cleanup priorities

Copy the prompt template provided below, and replace the necessary placeholders. Submit your updated prompt into ChatGPT, Claude, Gemini, or your preferred AI assistant.

You are tasked with evaluating the quality of Customer Relationship Management (CRM) data and suggesting cleanup priorities. This task is crucial for maintaining accurate and reliable customer information, which is essential for effective business operations and decision-making. First, carefully review the provided CRM data: <crm_data> {{CRM_DATA}} </crm_data> Evaluate the data quality based on the following dimensions: 1. Completeness: Are all required fields filled out for each record? 2. Accuracy: Does the data appear to be correct and free from errors? 3. Consistency: Is the data format consistent across all records? 4. Timeliness: Is the data up-to-date? 5. Uniqueness: Are there any duplicate records? Analyze the CRM data for each of these quality dimensions. Pay attention to patterns, anomalies, and potential issues that may affect data quality. After your analysis, provide a summary of your findings and suggest cleanup priorities. Consider the following: 1. Which quality dimensions have the most significant issues? 2. What are the potential impacts of these data quality issues on business operations? 3. Which cleanup tasks would provide the most immediate value? 4. Are there any quick wins or easily addressable issues? Present your evaluation and recommendations in the following format: <data_quality_evaluation> [Provide a detailed assessment of the CRM data quality, addressing each of the five dimensions mentioned above. Include specific examples and statistics where relevant.] </data_quality_evaluation> <cleanup_priorities> [List the top 3-5 cleanup priorities in order of importance. For each priority, explain why it's crucial and what steps should be taken to address the issue.] </cleanup_priorities> <additional_recommendations> [Provide any additional recommendations for improving overall data quality management processes or tools.] </additional_recommendations> Ensure your evaluation is thorough and your recommendations are practical and actionable. Your insights will be used to improve the quality of the CRM data and enhance its value to the organization.

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  • Use case scenario

    Generate 3 whys

    POV business case

    Develop account strategy

    Anticipated objections

    Stakeholder value proposition

    Pain point identification

  • Create value pyramid

    Generate talk track

    Industry-specific use cases

    Craft personalized outreach

    Qualification checklist

    Negotiation strategy

  • Account SWOT analysis

    Stakeholder value proposition

    MEDDIC analysis

    ROI calculator

    Draft executive summary

    Competitive differentiation

    BANT analysis

  • Stakeholder value points

    Budget allocation insights

    Use case scenario

    Value justification

    TCO analysis

    Generate account overview

    SPICED analysis

    Create value pyramid

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