Audit my CRM data quality and fix the biggest gaps
A CRM hygiene audit that finds the data problems hurting forecasting and reporting, with fixes, owners, and rules to prevent them.
The prompt
Help me audit the quality of our CRM data and create a cleanup plan.
CRM and objects in scope: [e.g. Salesforce accounts, contacts, opportunities]
What I can share: [field fill rates, sample export, report results, or a description of known issues]
Reports that depend on this data: [e.g. forecast, pipeline coverage, attribution, territory assignment]
Team size and who can make changes: [admins, RevOps, reps]
Check for:
1. Opportunities: past close dates, missing next steps, no activity in 30+ days, amount of zero, stage not matching age or evidence, missing close-lost reason.
2. Accounts and contacts: duplicates, missing owner, missing industry/size/region fields used for routing or territories, contacts with no account.
3. Ownership: records owned by departed users or inactive queues.
4. Field design: fields nobody fills in, free-text fields that should be picklists, picklist values that overlap.
5. Process causes: where bad data enters (imports, integrations, manual entry) and why reps skip fields.
Return:
- A table: Issue | Records affected (from my data, or [CHECK]) | Impact on reporting | Fix | Owner | Effort.
- A prioritized cleanup plan for the next 30 days.
- Prevention rules: validation rules, required fields by stage, automation, and duplicate matching rules.
- A short weekly hygiene dashboard with 5 metrics to track.
Do not invent record counts. If I haven't given a number, tell me which report to run to get it.
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Projects & Operations prompts
What to fill in
- e.g. Salesforce accounts, contacts, opportunities
- admins, RevOps, reps
- CHECK
How this prompt is built
This prompt follows the Few-Shot structure (Few-shot prompting). A few-shot prompt includes one or more worked examples of the input and the output you want, so the model can copy the pattern instead of guessing it.
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