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Identifying incomplete records is critical data enrichment and purging useless data. Your teams need context for contacts, companies, and deals. Incomplete records rob them of that context and require them to undergo time-consuming manual processes to find the missing data. It also makes your database less filterable and reportable.

Insycle makes it easy to identify incomplete records for updating, enriching, and purging.

With Insycle's Data Validation module, you can identify records that are missing specific fields in just a few clicks.

Summary

Identifying incomplete records in your CRM is easy with Insycle.

You simply use the Data Validation module, select the "Incomplete" operation, and tell Insycle which field that you would like to evaluate. Then, Insycle generates a list of all records that are missing that field and allows you to update it directly in Insycle.

Step 1: Identify Incomplete Records

Your best tool for quickly identifying incomplete records is your Customer Data Health Assessment.

The Customer Data Health Assessment uses templates from Insycle modules to track common data issues in your CRM. It comes pre-loaded with templates tracking many of the most common issues. You can also load your custom templates into the Health Assessment to track data issues that are unique to your organization.

At the top of the Health Assessment pages, you'll find a list of all of the issues found in your database. These are automatically categorized, but Insycle also includes other custom classifications — Use Case, Priority, and Audience — to help you make the most of the Health Assessment.

You can click on the linked categories on this list or simply scroll down the page. Here, you'll find the different categories, with many individual data issues being tracked in each category.

 

One of these categories is the Incomplete Data category.

The Incomplete Data category comes pre-loaded with templates for identifying records that are missing data in many common fields for Companies, Contacts, and Deals.

 

By clicking the "Fix" button, you'll be taken to the Data Validation module with the template already loaded for identifying records with incomplete data for your selected field.

Now let's look at how identifying incomplete records in the Data Validation module works, step-by-step.

Step 2: Find Incomplete Records By Field Using the Data Validation Module

To purge records from our database, we will use the Data Validation Module. Navigate there.

First, we have to select the record type — contacts, companies, deals, or comparable record type in your CRM — so that we can purge the correct records. This is set at the top of every module screen. In our example, we will select contacts.

Then select the Incomplete tab.

 

Then, we tell Insycle what fields to use when looking for missing data. In the example above, we are looking for contact records that are missing either First Name and Last Name.

You can select and field from your CRM in this step.

 

Once you have your fields selected, the Record Viewer at the bottom of the page will be automatically updated. You can also force an update by clicking the Analyze button.

 

You can export these records at any time by clicking the Export button.

 

Additionally, you can update records directly on the Data Validation screen by hovering over a record's data field in the Record Viewer and clicking the Edit Button.

 

Clicking the pencil Edit button will bring up a text box, allowing you to update data in that selected field.

 

Preview Changes Before They Go Live

You can preview the changes that you are making to your data before those changes are pushed to your live database. When you run select modules in Insycle, you have the option of choosing between Preview Mode and Update Mode once you click the button.

Automation

You can set up ongoing data maintenance automation with Insycle on the module level, using Recipes, or integrating with Workflows. You can view all scheduled automations on the “Automations” page on your dashboard.

Audit Trail and History

The Activity Tracker lets you review all changes made through Insycle. At any time you can download a CSV report of the operation and records affected.

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