Data Quality Module
Particularly in the CRM start-up phase, a high amount of data in varying quality is loaded into SugarCRM from external systems. The challenge here lies in getting an overview of the quality of the data as well as increasing that quality gradually. If this is not done, many data records in reports and contact lists could not be used or only used to a limited extent.
The Data Quality Module allows Sugar clients to define different levels of quality as well as have these levels checked automatically by the system. During this process, each data set is checked and assigned a quality label on the basis of which less-than-adequate data sets can be identified. This can be done via filters or reports, for example:
- Simple module for checking data quality
- Can be configured with regard to the fields to be checked
- Can be analysed and is visible (to everyone) via reports, filters and various views
- Can be modified easily depending on the client
List view: The data sets are checked for completeness when saved. Each data set is assigned a label with the respective quality level.
Reporting and dashlets:
Configuring levels of quality: The quality levels can be configured in the admin area depending on the module. It is possible to distinguish between different teams.
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OPEN CX - Your partner for tailored CRM solutions
Drawing on our substantial experience, we deliver effective CRM strategies for marketing, sales, and service to clients across Germany, Austria, and Switzerland from our homebase in Kassel. Our solutions are designed to be dependable, enabling you to manage complex processes with efficiency and cost-effectiveness.
As a SugarCRM integration partner since 2006, we provide customised and powerful SugarCRM solutions that cover all aspects of your customer relationships. Plus, SugarCRM's flexible software is known for its adaptability, user-centric design, and dependability and has thus received numerous accolades from leading international industry publications. Our team blends technical proficiency with extensive experience, delivering dynamic and powerful solutions that support you from the initial planning stage through to implementation and continuous post-launch support.
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