TraceLead

質問と回答

• File audit
  You can inspect the data with an initial $75 file audit to find issues.
• Two exports
  It uses two data exports, one from the source and one from the CRM, for comparison.
• Pilot timeline
  The first report is provided within five business days after scope and data are confirmed.
• Comparison method
  The tool compares data based on account ID and event ID for accuracy.
• Difference review
  You can inspect and understand any differences between the exports.
• Fixed pilot scope
  A small, well-defined pilot to check data before making larger changes.
• Pilot data limits
  Includes one account, one lead source, one CRM export, and up to 5,000 rows.
• Exception evidence
  Every exception found keeps its evidence for review.
• One defensible view
  It offers a clear and reliable view of the differences between the exports.
• Duplicate key handling
  Duplicate entries are separated from one-to-one comparisons for clarity.
• Corrected synthetic view
  A separate synthetic version shows the corrected data, not customer outcomes.
• Scope and terms agreement
  Scope and rules are agreed upon before starting the verification.
• Synthetic demo inspection
  You can review demo data to understand how the process works.
• Evidence-based second check
  It helps verify data accuracy before campaign, workflow, report, or migration changes.
• Source files stay unchanged
  The original source files are not altered during analysis.
• Independent pre-change verification
  It provides an evidence-based check of gaps between lead sources and your CRM before making changes.