What is the CRM Health score?

Our CRM Health feature gives you an overview of how complete your contact data is. It lets you diagnose specific deficiencies and helps you identify which actions to take, to get your data back in fighting shape.

How to run CRM Health check 

In DataQuality you can find a sidebar navigation item 'CRM Health'. When you click through, you will see our CRM Health dashboard with a primary button asking you to 'Calculate now'. Click to get started.

Hint: Calculating your CRM Health can be time consuming if you have a lot of records to analyze. Please don't worry if it takes a few minutes. 

How do we calculate your CRM Health score?

Our KPIs are calculated by checking your CRM contacts/accounts for completeness of certain essential fields, and also for the last update date. 

• Freshness checks to see if, for example, a contact was touched in the last 180 days to give you an idea of 'current' your information is.
• Contactability checks email address and phone numbers to ensure you have the means to reach out to whoever, you need whenever you need.
• Address score checks the completeness of street addresses, so you can be sure your marketing materials and physical communication is able to get where it needs to.

The KPI displays an overall score for these criteria, and also a breakdown of the numbers of CRM accounts/contacts found. Each time you run our CRM Health check you can compare it to previous instances and see how your data quality is changing over time. 

Next steps 

Obviously, you're aiming for perfect scores across the board, but we can help if things aren't what you had hoped. If you want to improve or maintain high standards of data quality, you might want to check out snapADDY DataQuality Automation.