This article explains how to protect and improve the integrity of your data in Vincere so you can rely on accurate information for automation, reporting, analytics, and compliance. By following the Establish, Evolve, and Excel phases, you can build a database that stays clean and actionable as your business grows.
Maintain Data Integrity in Your Database
Establish: Set Up a Clean and Structured Database
Decide how your data should be structured and formatted in Vincere, including which fields are required for your processes and reporting.
Create and communicate clear naming conventions for records (for example, contacts, companies, and jobs) so users enter information in a consistent way.
Set up validation rules in Vincere so key fields are completed and follow your agreed standards from day one.
Use the Data Integrity Dashboard in Vincere Intelligence to review your existing data and highlight incomplete, inconsistent, or incorrectly formatted records.
Evolve: Maintain and Improve Data Quality
Work with your dedicated Customer Success Manager to review how you use Vincere’s automation and data enrichment tools.
Apply best practices from your Customer Success Manager to refine automation so it supports your data strategy and keeps information up to date.
Schedule regular audits of your database to identify inaccurate, incomplete, or duplicate records.
Use Contact Merge to combine duplicate contact records into a single, accurate profile.
Use Merge Companies to tidy duplicated company records and maintain a clean company list.
Use Advanced Search and search for
'Null'values to find missing data and update records so key fields are populated.
Excel: Use Data for Reporting, Analytics, and Compliance
Work with your Customer Success Manager to define the reports and analytics you need to support your business goals.
Use your clean, structured data to build advanced reporting and analytics in Vincere so you can make informed, data-driven decisions.
Review your database regularly against compliance requirements and data governance strategies to reduce risk and maintain data integrity.
Collaborate with the Professional Services team to plan and complete any larger database changes, such as restructuring data or bulk updates.
Use insights from reporting, analytics, and regular audits to continuously improve how you use Vincere and how you manage your data.
💡 Best Practices
Document your naming conventions and validation rules before new teams start using Vincere, and keep them aligned with your reporting and compliance needs.
Review the Data Integrity Dashboard with your Customer Success Manager on a regular schedule to monitor data quality and identify trends.
Include Contact Merge, Merge Companies, and Advanced Search with
'Null'filters in your regular data-cleanup routines.Involve the Professional Services team when you plan structural or large-scale data changes so updates are controlled, consistent, and low risk.
Use findings from audits and reports to refine your automation, data enrichment, and governance strategies over time.