Customer Data Quality Checklist
Covers customer profile accuracy, contact details, consent, vehicle details, service history, complaint records, and CRM update discipline.
Ejemplos de programas de auditoría
Para consultar la lista de comprobación completa y los criterios de puntuación, descarga el archivo
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1. Is a sample of CRM customer records reviewed, confirming that name, primary phone number, and email address are present and accurate for at least 90% of active customers?;
2. Are duplicate customer records identified and merged on a defined schedule, to prevent the same customer appearing under multiple profiles with inconsistent data?;
3. Are customer contact details updated at every touchpoint — service visit, sales enquiry, follow-up call — rather than left as originally entered?;
4. Are incomplete or clearly incorrect records (placeholder email addresses, sequential phone numbers, missing surnames) flagged and resolved rather than remaining in the active database?;
5. Is marketing consent status recorded against every customer record, with consent date and method of consent captured and retained?;
6. Are consent withdrawals actioned in the CRM within the defined timeframe, with the updated status preventing further marketing until re-consent is obtained?;
7. Is the customer's current vehicle correctly linked to their CRM profile, with VIN, registration, model, and colour confirmed as accurate?;
8. Are vehicle changes (trade-in, private sale, new purchase) updated in the CRM promptly, with no customer record still linked to a vehicle they no longer own?;
9. Is the service history for each vehicle accurately reflected in the CRM, with no visits missing, incorrectly attributed, or duplicated?;
10. Are complaint records linked to the customer's CRM profile, visible to staff handling future interactions, so the customer does not need to re-explain prior issues?;
Programas de auditoría personalizables que se adaptan alas necesidades de tuempresa
Nuestro sistema flexible te permite crear listas de preguntas personalizadas, agruparlas en programas bien definidos y garantizar el cumplimiento normativo en los distintos departamentos. Echa un vistazo a los ejemplos de programas y listas de preguntas para descubrir cómo puedes mejorar tu proceso de auditoría con facilidad.