Data Management

1.De-dupe, merge and delete all areas of the database including People, Companies, marketing and assignments.

2.Produce Key Performance Indicator reports using statistics.

3.Color code People and Companies off limits or refer by function and region within an organization. Maintain off limits timing etc.

4.De-dupe branches of Companies (merging addresses together and then deleting one of the entries).

5.Close Companies (due to acquisitions/change of business status), move these People into the acquiring organization as of a specific date.

6.Delete contact notes/communication records.

7.Add new content for drop down/pick lists (this includes updating function and industry codes etc).

8.Create and maintain User permissions.

9.Delete attachments.

10.Transfer Pitches/Assignments to a different Company.

11.Link Projects to Marketing campaigns.

12.Change text in any fields that are restricted to other Users (i.e. name fields).

13.Create mandatory fields.

14.Report on missing data – data quality reports.