Structured CRM Setup and Data Consolidation

Day: 2025-01-23
Time: 15:55 to 16:35
Project: CRM
Workspace: WP 2: Operational
Status: In Progress
Priority: MEDIUM
Assignee: Matías Nehuen Iglesias
Tags: CRM, Data Management, Automation, Dataset Consolidation

Description

The session focused on establishing a comprehensive CRM setup plan and consolidating datasets to support the CRM system.

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.

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.

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