CRM Data Governance skill: what it does and how to install it
Designs field-level governance for CRMs, assigning owners, systems of record, freshness rules and enforcement for trusted revenue data.
Summary generated from the skill's documentation.
Install
$ npx skills add mbfinotti/revops-skills --skill crm-data-governanceRun it in a terminal. If your agent is already running, start a new session so it picks the skill up.
About this skill
What it does. Builds a living CRM governance specification by scoping revenue-critical fields, assigning one human owner, mapping system-of-record and conflict rules, setting freshness SLAs, choosing enforcement, and defining a field lifecycle and review cadence. It produces a field dictionary and checks it against live CRM metadata where available.
When to use it. Use for field ownership, conflicting values, stale data, custom-field sprawl, or deciding which system wins. It covers B2B and B2C field rules, but not organisation-wide source-of-truth policy, deduplication, hygiene sweeps, routing, or forecast design.
History
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Installs
3.2k
Tracking since . A chart appears once there are 7 days of data.
Installs via skills.sh
Similar skills
- Revenue Data Governance StrategyDefines revenue data authority across systems with source-of-record and source-of-truth assignments, identity rules and metric ownership.
- Revenue KPI FrameworkDesigns a reconciling revenue KPI tree for B2B and B2C businesses, with owners, guardrails, review cadences and stage-specific metrics.
- Exploratory Data AnalysisRuns exploratory analysis on scientific data files: profiles, missing-data audits and outlier checks.