This bundle is geared for InterAction Data Stewards who will be maintaining data quality processes and initiatives in the Windows Client. This 2, half-day overview will effectively prepare you to manage your database.
Targeted Role:
Data Stewards who ensure the integrity of data within the database with Data Chance Management and Data Quality tools.
Courses included in bundle:
- On-Demand Fundamental Concepts tutorial & quiz to be completed before class
- Windows Client Essentials for Understanding and Maintaining Contact Data
- Windows Client Essentials for Using Data Change Management & Data Quality Tools
After Class Resources & Periodic IA Training Communications:
- 1-hour Buy-A-Trainer session to be used within 12 months ($500 value)
- 10% discount on additional Buy-A-Trainer sessions
- InterAction Training Quarterly: The latest news from IA Training!
- Notifications to free webinars, blogs and tutorials at LexisNexis University
- Continued learning opportunities
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Session 1: Windows Client Essentials for Understanding and Maintaining Contact Data
When: February 4, 2019 1pm – 5pm ET
Session 2: Windows Client Essentials for Using Data Change Management and Data Quality Tools
When: February 5, 2019 1pm – 5pm ET
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Session 1: Windows Client Essentials for Understanding and Maintaining Contact Data
The Essentials Understanding and Maintaining InterAction session is a comprehensive, hands-on review of contact data and contact organization, company association, relationships and contact intelligence used for marketing, business development, and data quality efforts. This lesson highlights key components of how Marketing benefits from contact organization and contact quality tools. This course is designed to provide both Marketing and Data Stewards the tools and concepts they need to help succeed in their own InterAction tasks.
Marketing professionals and Data Stewards who will be creating or working in folders, adding contacts to lists, and exporting and
importing contact information.
- Explain the purpose of contact types
- View, edit, and add contact information
- Exporting and Advanced Importing
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Session 2: Windows Client Essentials for Using Data Change Management and Data Quality Tools
The Essentials Using Data Change Management and Data Quality Tools session is a comprehensive, hands-on module to prepare Data Stewards to
efficiently maintain the firm’s data quality through the Data Change Management inbox, the Data Quality menu, and out of the box saved data quality
searches. This lesson emphasizes the need for contact care and management, and how those efforts pertain to marketing and business development efforts.
This course will enable your Data Stewards to approach data quality efforts thoughtfully and efficiently.
Data Stewards who will be working to ensure the integrity of data within the database by using Data Chance Management and Data Quality tools.
- Overview of Data Change Management (DCM)
- How DCM rules are set
- Process DCM tickets
- Create and run data maintenance searches
- Access and use data quality tools
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