CRM and Data Management Session

2 min read

📅 2025-01-23 — Session: CRM and Data Management Session

🕒 15:55–16:35
🏷️ Labels: CRM, Data Management, Dataset Consolidation, Normalization, Automation
📂 Project: CRM
⭐ Priority: MEDIUM

Session Goal

The session aimed to establish a comprehensive CRM setup plan and address data management challenges, including dataset normalization, consolidation, and correction.

Key Activities

  • Developed a structured year-long CRM setup plan focusing on data consolidation, segmentation, task automation, and reporting.
  • Outlined a systematic approach for normalizing and consolidating datasets, including deduplication and table creation.
  • Initiated a screening process for knowledge management.
  • Reviewed and resolved discrepancies in dataset column consistency, particularly in the Contact field.
  • Addressed a tools library recognition issue and committed to providing a cleaned dataset.
  • Generated a simplified CRM contacts dataset with key fields for user review.
  • Designed a normalized database structure for CRM, detailing entity tables and relationships.
  • Adjusted functions for DataFrame column name corrections and resolved phone data issues.
  • Updated datasets for email address corrections and consolidated data by grouping on the ‘Name’ column.

Achievements

  • Established a detailed plan for CRM setup and data management.
  • Resolved data inconsistencies and corrected dataset errors.
  • Provided a structured and normalized CRM database design.

Pending Tasks

  • Review the CRM contacts dataset and consolidated data for any necessary adjustments or additional columns.
  • Ensure the tools library issue is fully resolved and integrated.

Graph View

Backlinks