# 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.

- Topic: Projects & Operations
- Framework: Few-Shot
- Level: Standard
- Tags: Sales, Analyze, Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/audit-my-crm-data-quality-and-fix-the-biggest-gaps

## Prompt

```text
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.
```

## What to fill in

- e.g. Salesforce accounts, contacts, opportunities
- admins, RevOps, reps
- CHECK

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.