CRM Data Grader Overview

Install CRM Data Grader with just a click. It's instant; no setup or manual steps are required. It's also completely free, so you don't need a credit card.

You can install the CRM Data Grader from your CRM's app store, or use the Insycle login page: insycle.com/crm-data-grader.

After you approve access, you'll be logged in automatically.

The overall CRM Data Grade is the percentage of records without data issues.

For example, if your database has 100,000 records (Contacts, Companies, Deals) and the CRM Data Grade is 84%, that means 84,000 records have no data issues. It also means that 16% of the records, the remaining 16,000, do have one or more data issues.

The same record is counted only once, even if it has multiple data issues.

For simplicity, we call records with no data issues "good" records and records with one or more data issues "bad" records.

This view shows a breakdown, by record type, of the number of records with one or more data issues across any category. The same record is counted only once, even if it has multiple data issues.

For example, in the image below, 83 Contacts out of the total 788 Contacts have one or more issues.

83 Contacts are about 11% of the total 788 Contacts; therefore, the red portion takes about 11% of the bar, and the green portion takes about 89%.

This view breaks down the issues by category. Within a category, the same record is counted only once. However, when a record falls under more than one category, it's counted in each relevant category.

For example, record ID 12345678 is poorly formatted, has a duplicate record, and is missing key fields. In that case, that record would be counted in all three relevant categories:

• Duplicate Data
• Poorly Formatted Data
• Incomplete Data

For additional details on each category and to see the exact data issues, click a category to expand the view.

In the detailed view, the count shows how many records are affected by that issue.

If a record falls under more than one issue, it's counted in each relevant issue. However, on the category summary level, the same record is counted only once.

For example, in the Duplicate Data category below, there are four different issues:

• Duplicate Contacts by Name and Company Name: 46
• Duplicate Contacts with similar address and first name: 39
• Duplicate Contacts with the same phone number: 37
• Duplicate Contacts with the same name and email domain: 35

The net number of affected Contact records with Duplicate Data issues is 47, meaning some records fall under more than one issue. The same Contact might match a duplicate Contact by Name, Company Name, phone number, and email domain, as shown in the table below.

Share the grade and report with your team and colleagues to help them learn about issues that affect your sales and marketing efforts.

Click the "Share" button on the top menu bar and enter team members' email addresses. When you enter an email address, press Enter to turn it into a bubble.

Insycle Data Management is a single tool for all your data management needs, seamlessly integrated into the CRM with just a click. Deduplicate. Import. Format. Standardize. Cleanse, and more.

You can preview Insycle instantly to learn how it works. However, the Preview doesn't show any data, to review the affected records, sign up for the free trial.

Did you want to see other metrics in the CRM Data Grader? Do you have suggestions or comments?

Share your thoughts and feedback using this Data Grader Feedback form.

If you're having issues logging in, please try the following steps:

1. Use the Chrome browser
2. Open a new Incognito window
3. Log in to your CRM directly
4. After you've logged in to the CRM successfully, log in to the CRM Data Grader

If login is unsuccessful for any reason:

• Take a screenshot or record a short video using Loom or another tool.
• In Chrome, click the three-dot menu, then select More Tools > Developer Tools. Click the Console tab and capture any message shown there. See Google Developer Tools for more info. 
• Send the recordings and console log via chat or email them to support@insycle.com.

The image above shows the Console tab in Chrome DevTools open on the app.insycle.com/data/dashboards/welcome/ page, displaying a sample error message highlighted in red—illustrating where error messages appear when troubleshooting issues in Insycle.

Some CRMs require an active CRM browser session before you can use Single Sign-On to log in to Insycle. Log into your CRM, then try logging into the Data Grader again.

If your browser has JavaScript disabled, you can either whitelist insycle.com or use the app server login page instead of the marketing site login page.

The CRM Data Grader is completely free.

After the CRM Data Grader completes analyzing your data, it automatically removes all your CRM data from the Insycle infrastructure. Only the CRM Data Grader metrics are retained in the Insycle database.

To invite your team or add more users, click the "SHARE" button from within the app.

Yes, the CRM Data Grader is mobile-friendly. You can install it on your phone in the same way.