Operations guide
How a shop evaluates CRM data quality
Use a practical CRM data-quality checklist for import freshness, customer contactability, vehicle completeness, record linkage, errors, and decision confidence.
- Subject owner
- VehicleDesk Product and Engineering
- Last reviewed
- 2026-07-31
Check freshness
Confirm the latest successful import, scheduled-job state, webhook processing, and any provider quota or authentication error before relying on a queue or report.
Check record usability
Review contactability, vehicle identifiers and mileage, service and financial history, customer/vehicle/order linkage, duplicate candidates, malformed values, and the provenance of the source fields used in a decision.
Check workflow coverage
A healthy connection does not guarantee that every business question has enough history. Prior-period comparisons, opportunity reasoning, and customer value depend on the relevant imported records.
Review before cleanup
VehicleDesk can identify and preview duplicate or merge candidates, but the current data-quality workflow is review-first and does not advertise destructive automatic merging.
Keep evidence
Record warnings, repair actions, owner, date, source, and verification result so a confidence score remains explainable instead of becoming another opaque number.
Related product detail