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NFSA x HUBSPOT FOCUS AREAS - Coggle Diagram
NFSA x HUBSPOT FOCUS AREAS
Adoption
Clear onboarding processes
Training - responsibility & action
Data Steward / Dats Owners / Superuser Empowerment & clarity of responsibility
Clear and accessible documentation
Data maintenance
Data Catalogue maintennce
Suggestion to review quarterly instead og yearly
Contact and Company maintenance
System maintenance (Objects & Properties)
Data Driven decision making
How is NFSA using the CRM data to drive decsions?
CRM benefits by business
CRM benefits by team / unit
Customer Clarity
Strategic thinking around "Who is NFSA's Customer ? How do they interact with the business? (Cross Audience Analysis)
Reporting
Standard Reports
Custom Reports
Dashboards
Leadership wants and needs
Data Gap Analysis