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The data sources form the basis of the consolidated profile. This guide shows the sequence that minimizes the cleanup required afterward.
The CRM and the most important system alongside it. If you connect six at the same time, troubleshooting becomes unmanageable when the profiles look odd.
Email, phone number, and name must be labeled the same after import. This is tedious but determines how well the merge works.
If the phone numbers are formatted differently, correct them in the source system where possible. Any subsequent data cleansing must be repeated each time the data is imported.
Email as the primary key, phone number as a secondary identifier. Do not merge based on name alone—it may link different people together.
Review merged profiles and look for two people who have been combined into one. The statistics do not show this error, but it is obvious when you see it.
Daily is sufficient for most people. More frequent updates cost more and rarely lead to better decisions.
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Publisert 13.11.2024
En dataplattform er et system som samler og strukturerer data fra ulike kilder for å gi en helhetlig innsikt og støtte opp under analyse og beslutningstaking. Tenk på det som et sentralisert datalager der informasjon fra ulike systemer kan samles, bearbeides og utnyttes. Dette gjør det enklere for organisasjoner å få et komplett bilde av driften og å ta beslutninger basert på faktiske data.
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