Apply the five data-quality steps to keep CRM records clean enough for AI summaries, forecasting, and prioritization.
The move: manage data quality like an operating rhythm. Salesforce’s framework is valuable because it connects policy to behavior. You need more than a cleanup sprint. You need a repeatable system that keeps records usable after the sprint ends. Governance first Decide which fields matter, why they matter, and who owns the rule. Without that, every later fix is temporary. Standardize and cleanse Reps should not improvise critical field formats. Standardized entry and regular duplicate or stale-record cleanup reduce avoidable error before AI reads the data. Train and monitor The last two steps matter because CRM hygiene decays. Training teaches…
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