Tips and Tricks for Keeping Data Clean Anne Donnelly, Marketing CRM Manager DLA Piper LLP February 16, 2016
Background Support North America users only – 2,600 active users Two full-time data stewards – Also handle firm mailings New Contact Review and Possible Duplicates = everyone Data Change Management = me 2015 Stats Companies: 118,000 People: 352,000 New Companies Added: 7,201 (29 per day) New People Added: 19,216 (77 per day) Data Changes Processed: 74,386 (296 per day)
Smart Connect New Contact Review Contact Types with Folder Dependency Data Change Management Application Collaboration to import external data Export/Import to mass clean data in MS Access Tools Used
Smart Connect Rule Set: Clients Personnel (promotes after 60 days) Our Personnel and Alumni (promotes after 30 days) Business information only Useful Data Feeds: Clients (Elite) Human Resources (PeopleSoft) Government (Yellow Pages)
New Contact Review: Companies Establish standardization rules Review the company for associated personnel Research the company on the web to verify the company name Populate all information on the company Merge duplicate data Set Contact Types GOAL Clean, standardize, and de-dup records
New Contact Review: People Establish standardization rules All new data flows though NCR Search the internet should only take 1-2 min (LinkedIn is your best friend) s give major clues Qualify contacts Associate people to companies GOAL Clean, standardize, and de-dup records
Contact Types with Folder Dependency Identify key types of data to manage Set up folder dependency rules Use to find and prioritize Helpful for merging and DCM
Data Change Management Highly manage all data Work in the inbox view Leverage standardization rules to make quick decisions Series of sorts to weed out tickets in groups Open the record to catch additional changes
Imports, Exports and More Apply standardization rules prior to any import Import only into specific folder – never public Use activities to identify imported contacts for later auditing Leverage export/import to clean large sets of data Use Application Collaboration to bring in external feeds Annual Data Purge
My Contact Information Anne M. Donnelly