Page 24 - CRM Document rev2 I have NO clue

Data Quality Dashboard focused on Contact Information

Now that we have USD (Unified Service Desk) and the Contact Center in place, having correct contact
information is very important to effectively serve our customer.
In addition, the link between Marketo and Dynamics, requires valid data. Email Marketing is one of
the most effective in building awareness, acquisition, retention and conversion of customers.

The Contact data quality dashboard consists of four views:
(Editable grids can be used with these Contact views)

No Email Address on Contact
If there is an instance where the contact does not have an email address, check “Email Unsubscribe”.

No Full Name on Contact
Full Name is a field that is made up of First Name and Last Name fields. At least one of these fields
needs to be populated

Incomplete Address on Contact

No Phone Number on Contact

Data Quality Dashboard focused on Sales Pipeline

Correct data in opportunities assists in successful sales executions and clarifies next steps.
Editable Grids can be used only for first 2 views (No Potential/Order Value and No Estimated Close
Date)

No Potential/Order Value - Open Sales Pipeline

No Estimated Close Date - Open Sales Pipeline

No Competitor - Open Sales Pipeline
If there is no specific Competitor for an opportunity, select Sandvik Coromant as competitor.

No Application Area - Open Sales Pipeline

MTS - Incomplete Machine Details

24