Data Quality Management System

DATA QUALITY STANDARDS

Data Quality Dimensions

Dimension	Definition	Target
Completeness	Required fields filled	>95%
Accuracy	Data matches reality	>98%
Consistency	Same across systems	100%
Timeliness	Updated recently	<90 days
Uniqueness	No duplicates	<2% dupes

Field-Level Requirements

DATA QUALITY STANDARDS BY OBJECT

CONTACT RECORDS:
Required fields:
☐ First name (100%)
☐ Last name (100%)
☐ Email (100%)
☐ Company (100%)
☐ Title (95%)
☐ Phone (80%)

Validation rules:
☐ Email format valid
☐ Phone format valid
☐ No test/fake data
☐ Company matches account

ACCOUNT RECORDS:
Required fields:
☐ Account name (100%)
☐ Industry (95%)
☐ Employee count (90%)
☐ Revenue range (85%)
☐ Website (95%)

OPPORTUNITY RECORDS:
Required fields:
☐ Opportunity name (100%)
☐ Amount (100%)
☐ Close date (100%)
☐ Stage (100%)
☐ Primary contact (100%)
☐ Next step (95%)

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AUTOMATED VALIDATION

Validation Rule Examples

VALIDATION RULES

CONTACT EMAIL:
IF Contact.Email = NULL
AND Contact.LeadSource != "Referral"
THEN Block Save

OPPORTUNITY AMOUNT:
IF Opportunity.Amount = NULL
OR Opportunity.Amount = 0
THEN Block Save

CLOSE DATE:
IF Opportunity.CloseDate < TODAY()
AND Opportunity.Stage != "Closed"
THEN Block Save

REQUIRED FIELDS BY STAGE:
IF Opportunity.Stage = "Proposal"
AND (Contact.Title = NULL
OR Opportunity.NextStep = NULL)
THEN Block Stage Advancement

Data Hygiene Workflows

Workflow	Trigger	Action	Frequency
Missing data	Create/update	Alert owner	Real-time
Stale records	90 days no activity	Flag for review	Weekly
Duplicate check	New record	Merge prompt	Real-time
Bounce handling	Email bounce	Mark invalid	Daily

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ENRICHMENT STRATEGY

Enrichment Workflow

DATA ENRICHMENT PROCESS

ON RECORD CREATE:
1. Check enrichment vendor for match
2. Auto-populate available fields
3. Flag low-confidence matches
4. Queue for manual review if needed

SCHEDULED REFRESH:
Frequency: Monthly
Scope: Active accounts and contacts
Fields: Firmographic, technographic

ENRICHMENT PRIORITIES:
Tier 1 (immediate): Target accounts
Tier 2 (weekly): Active opportunities
Tier 3 (monthly): All others

Enrichment Field Mapping

Field	Source	Confidence	Auto-Update
Employee count	ZoomInfo	High	Yes
Industry	Clearbit	High	Yes
Revenue	ZoomInfo	Medium	Review
Technologies	BuiltWith	High	Yes
Phone	Apollo	Medium	Review

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DATA QUALITY MONITORING

Data Quality Dashboard

DATA QUALITY SCORECARD

OVERALL SCORE: _____/100

COMPLETENESS:
Contacts: ____%
Accounts: ____%
Opportunities: ____%

ACCURACY:
Email validity: ____%
Phone validity: ____%

DUPLICATES:
Contact duplicates: ____%
Account duplicates: ____%

TIMELINESS:
Records updated <90 days: ____%
Stale accounts: _____

TREND: ↑/↓/→

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