03 Nov Exploring Data Quality in Your CRM – The LeXFactor
Lexicon Senior Public Relations and Communications Manager Randy Schorfheide and Chief Information Officer Brad Paubel host The LeX Factor, A Lawfully Good Podcast.
They are rejoined by Dave Whiteside, director of client growth and success at Clients First, to discuss the importance of data quality in customer relationship management (CRM).
Dave describes how to make a CRM successful for a law firm, as well as the types of information that law firms are looking to protect, leverage, and utilize. He highlights the best practices of maintaining data quality and the necessity of having a standards and styles guide.
Dave recommends the prioritization of data for law firms looking to improve the quality of information in a CRM. He also breaks down data quality assessments and how they are used to give law firms an idea of what type of shape they are in, from a data quality perspective.