Data Integrity & Hygiene
Data is Your Organization’s Most Valuable Asset
Data is Your Organization’s Most Valuable Asset
Treat It with Care, Manage It Wisely and It Will Pay Dividends
When working with new clients, we frequently hear “our database is a mess.” Messy data hinders your success, while well-maintained data improves engagement and results.
Revolution CRM offers a suite of data hygiene tools and dashboards to point you to data that needs attention. Business rules can automatically update constituent coding and enforce required fields. Duplicate matching logic can be used to identify and merge duplicate records and even catch inbound data BEFORE it becomes a problem.
Data auditing can be used across the system to view, manage and roll back changes when the best-intentioned users or bulk processes go awrey.
ROI Solutions also offers NCOA & CASS updates, subscription demographic data offerings and MiLO machine learning models to precision target your fundraising efforts to save time and money.
Messy data can be a thing of the past.
Data Integrity & Hygiene
- The Data Hygiene Dashboard puts potential data issues right in front of you to show where improvements can be made.
- A suite of Data Hygiene tools is available to review and clean up identified data problems.
- View and merge duplicate records with the click of a button. We can even help you automate duplicate record merging based on your business rules and confidence thresholds.
- Automate matching and deduplication logic for all inbound data before it becomes a problem.
- Automated business rules to enforce required fields and perform constituent record classifications and flags.
- NCOA & CASS processing services can be automatically provided.
- Telephone number and email address appends.
- Demographic data obtained from leading vendors.
- Congressional district appends.
- Finder file management.
- MiLo machine learning models help you precisely target constituent audiences to save time, effort and money.
Flexibility Meets Data Best Practices
You have data coming at you from all directions and sources, and you need flexibility to manage it to your version of a constituent data model (source codes, membership levels, interests, classifications, flags, etc.) without abandoning data hygiene best practices.
Revolution CRM has you covered with the ability to create custom fields while also maintaining your business rules.
