Fill Important Fields

Having trouble getting your team to fill in important fields?
Data Quality
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How it works

This Sudo Skill is designed to help you collect important information that your team is not currently entering into your CRM. You could make the fields required, or add validation rules at certain stages of the process, but that slows down your team, especially when they don't have that data. Sudo can automatically prompt people to fill this information in, but do it in a slow and steady way that is not cumbersome. Think of it like a "Roomba" for your CRM data.

Here's an example of Sudo prompting for two custom fields on an account:

Sudo prompting for two custom fields on an account

Typical Results

Companies who implement this Sudo Skill typically see:

  • 63% higher fill rate of important fields

Customizing this Skill

This Sudo Skill can be completely customized for your data needs, including but not limited to:

  • Which object and fields to prompt for
  • How to prioritize records (default is based on level of activity)
  • Pace of data requests
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Data Quality

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