Hi everyone! I've been lurking for a bit while my team starts evaluating CRM options. I come from a product analytics background, so I'm used to scoring things like feature adoption or experiment results, but CRM data quality feels... fuzzier.
I see a lot of scoring rubrics here for features and UI, but I'm trying to figure out how to build a rubric for data health itself. For example, in our current system, I know we have duplicate records and missing fields, but I don't have a good way to quantify how *bad* it is, or to compare platforms on how they'd help fix or prevent it.
My initial thoughts are to look at:
* **Completeness:** % of records with critical fields (like email, company) populated.
* **Uniqueness:** duplicate rate based on fuzzy matching rules.
* **Freshness:** how often records are updated after creation.
* **Validation:** how well the platform prevents bad data on entry (email format, phone number, etc.).
But I'm not sure what weight to give each, or what benchmarks are realistic. Do you score the *current state* of your data in the platform, or the *tools the platform gives you* to improve it? Both?
How have you structured this? Any examples of specific metrics or tests you ran during a trial would be super helpful 😅