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Under Management (AUM), where applicable \nCompany size and key business information \nVerify information from reliable sources before entering it into the CRM. \n\nContact Research:\n\nIdentify and verify decision-makers and relevant stakeholders. \nResearch contact names, job titles, email addresses, and professional profiles. \nLocate and validate LinkedIn profiles and other publicly available information. \n\nData Quality & Validation: \nReview CRM records for completeness, accuracy, and consistency. \nPerform quality checks on data collected through research or AI-assisted processes. \nEnsure data entered meets established validation and formatting standards. \n\nDuplicate Management:\n\nIdentify duplicate company and contact records. \nMerge and clean duplicate records following established CRM procedures. \nMaintain a clean and organized database. \n\nCRM Operations Support:\n\nData imports and exports \nCRM filtering and segmentation \nMass updates and bulk record management 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