Analysis / Revenue operations and CRM hygiene
Standardize campaign source labels in the CRM
Use Proforma to standardize campaign source labels in the CRM. Produce campaign source mapping proposal and unmapped-value coverage report from your business data.
Revenue operations manager · Sales operations analyst
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Your starting prompt.
Map raw CRM source labels from [period] to our approved channel and campaign taxonomy. Identify spelling variants, unmapped values and cases where one raw label maps ambiguously. Produce a proposed mapping table, coverage statistics and sample affected records. Preserve the original values for traceability and keep first-touch, latest-touch and self-reported source fields separate rather than collapsing their meanings.
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Method and review
Keep the assumptions visible.
Check ownership, identifiers, stage definitions and activity dates before interpreting performance. Preserve the original record IDs and send ambiguous cases for review.
For this task, check
First-touch and self-reported sources answer different questions and should use distinct fields.
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- Uploaded exports or permitted Data covering the listed inputs
Work with permitted files or queryable data. Verify the result against the original records.
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Make it your investigation.
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