📅 2025-01-23 — Session: Structured CRM Setup and Data Consolidation
🕒 15:55–16:35
🏷️ Labels: CRM, Data Management, Automation, Dataset Consolidation
📂 Project: CRM
⭐ Priority: MEDIUM
Session Goal
The session focused on establishing a comprehensive CRM setup plan and consolidating datasets to support the CRM system.
Key Activities
- CRM Setup Plan: Developed a year-long CRM setup plan focusing on data consolidation, segmentation, task automation, and reporting.
- Dataset Normalization: Executed a systematic approach for normalizing and consolidating datasets, including standardization, unification, merging, deduplication, and table creation.
- Screening Process: Initiated the screening process to organize and archive knowledge.
- Column Consistency Review: Identified discrepancies in the ‘Contact’ field across datasets and planned to resolve these inconsistencies.
- Tools Library Issue: Recognized a problem with the tools library not being recognized and committed to resolving it.
- CRM Contacts Dataset: Created a simplified dataset of CRM contacts with key fields.
- Database Design: Outlined a normalized database structure for the CRM system.
- Data Correction: Adjusted functions for data correction, including phone and email data.
Achievements
- Successfully outlined a structured plan for CRM setup and dataset consolidation.
- Created a simplified CRM contacts dataset and a normalized database design.
- Resolved data correction issues related to phone and email data.
Pending Tasks
- Resolve the tools library recognition issue.
- Review and adjust the consolidated dataset as needed.