Data Governance Strategy: 8-Step Framework for Clean CRM

Data governance strategy explained: Learn the exact framework used to fix messy CRM data and keep it clean permanently.

In this expert interview, Tyler Dollar shares the complete data governance strategy he's developed after years of cleaning Salesforce instances for companies at every growth stage. If you've ever felt like your CRM data is a never-ending mess—or heard a new sales leader say "first, we need to clean up our data" for the hundredth time—this conversation will show you how to break that cycle.

What You'll Learn About Data Governance Strategy
Tyler walks through his proven process for building a data governance strategy that actually sticks. Unlike quick-fix approaches that fall apart within months, this framework addresses the root causes of data quality issues and creates sustainable systems for maintaining clean data as your company scales.

Key topics covered:

00:00 - Introduction and Tyler's background in sales ops
03:45 - Why having a data governance strategy matters (hint: it's about being proactive, not reactive)
07:20 - Where to start: Building your data policy document
12:15 - Defining what an "account" means for your organization
16:30 - Identifying data minimums and format standards
21:45 - How to handle third-party data sources and enrichment
28:00 - Common pitfalls: Missing data and enforcement failures
34:20 - Building stakeholder alignment across sales, marketing, and finance
41:15 - Automating policy enforcement (validation rules and beyond)
48:30 - The complete data governance process: Policy → Analyze → Clean → Enrich → Dedupe → Govern → Maintain
52:00 - Setting data quality targets and audit reports

Why Most Data Governance Strategies Fail
Tyler reveals the uncomfortable truth: most companies commit to a data governance strategy on paper but fail at enforcement. The video explains how to avoid this trap by automating validation rules, establishing clear ownership through a RACI model, and connecting your data policies directly to your go-to-market strategy.

Free Resources Mentioned
Tyler offers to share his data governance strategy template and policy framework document. Reach out to tyler@fullcast.io to request your copy.

Who Should Watch This
This video is essential viewing for:

Sales Operations professionals tired of constant data cleanup
Revenue Operations leaders building scalable processes
Salesforce Administrators managing growing instances
Go-to-market teams at Series A through Series C companies
Anyone who's ever wanted to "just start over" with a fresh CRM

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💬 Question for you: What's the biggest data quality challenge you're facing right now? Drop it in the comments—Tyler and the team regularly respond with advice.

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Видео Data Governance Strategy: 8-Step Framework for Clean CRM канала Fullcast