Failure PatternDecision layer

Dirty CRM (Hygiene Collapse)

Symptom: Routing misfires and owners are wrong. Root cause: No required fields and validation rules.

By InnovaAI Research

How do you recognize it?
  • •Routing misfires and owners are wrong
  • •Stages don't represent reality
  • •Reporting is inconsistent and unreliable
Why does it happen?
  • •No required fields and validation rules
  • •No dedupe and merge policy
  • •No enforcement of stage definitions
How do you fix it?
  • •Install Data Quality Gate and required fields
  • •Deduplicate and define merge policy
  • •Freeze stages and document usage rules
Prevention Resources2 linked resources