Data Steward Guidelines
Clean and current contact data is a key component to the
integrity of your CRM database. When
your firm’s contact data is accurate, your professionals are more confident in its
contents. This is why a regular review of
your database is so important.
Many firms have someone whose job it is to review contact data, delete irrelevant records, merge duplicate records, and conduct research for records requiring more information. This role is referred to as a data steward.
Keeping data currently through merging, updating, and editing records often requires additional research. You can utilize a variety of methods to do this. LinkedIn is a great place to start. When in doubt, you may also want to reach out to the owner of the contact. No matter how you locate this information, it is extremely important that data isn’t changed until its accuracy is verified.
The guide below provides instructions and best practices for the initial synchronization of new users and ongoing maintenance.