Generate CRM Cleanup Flow Diagrams and Documentation



Generate a detailed, step-by-step CRM cleanup flow diagram and accompanying documentation for a hypothetical SaaS company with 10,000 contacts.  The flow should address duplicate contacts, outdated information (email addresses, phone numbers, job titles), inactive contacts (no engagement in the last 12 months), and contacts with incomplete information.  The diagram should visually represent the process using flowchart symbols, clearly indicating decision points and action steps. The documentation should include: </p>
<p>1. **Purpose:** A brief statement explaining the goals of the CRM cleanup.<br />
2. **Scope:** A clear definition of which data and contacts are included in the cleanup.<br />
3. **Data Sources:** List the CRM and any other data sources used.<br />
4. **Methodology:** Detailed steps of the cleanup process, including data validation, deduplication, and data enrichment techniques.<br />
5. **Tools and Technologies:** List any tools or technologies used (e.g., scripting languages, data analysis software, CRM features).<br />
6. **Roles and Responsibilities:** Define who is responsible for each step of the process.<br />
7. **Timeline:** Provide an estimated timeline for the completion of the cleanup.<br />
8. **Metrics:** Define key performance indicators (KPIs) to measure the success of the cleanup (e.g., reduction in duplicate contacts, percentage of completed contact profiles).<br />
9. **Risk Mitigation:** Identify potential risks and propose mitigation strategies.<br />
10. **Appendix:** Include any supplementary materials, such as sample scripts or data validation rules.</p>
<p>The output should be formatted for easy understanding and implementation by a team of marketing and sales professionals. Assume the CRM is Salesforce, but keep the instructions general enough to be adaptable to other CRMs. The documentation should be concise and avoid technical jargon wherever possible.