Office Hours: The Power of Clean Data in Quivr CRM

Data. It’s the foundation of every client relationship, process, and workflow. But not all data is created equal — and not all CRMs handle it with the flexibility financial planners need.

In this Office Hours session, Quivr’s Steve Drost and Will Kaplan unpack why clean, well-structured data is at the core of efficient operations — and how Quivr CRM, built by financial planners for financial planners, empowers you to make that happen.

Why Clean Data Matters

When you’re managing hundreds of client relationships, entering data just for the sake of it doesn’t make sense. Every field in Quivr exists for a reason — to help you:

• Prepare efficiently for meetings

• Satisfy compliance requirements

• Launch workflows and automations at the right time

Steve often reminds users that you should only enter data if it benefits you later — whether that’s for reporting, client segmentation, or automation.

For example, every January, Steve’s firm automatically launches nearly a thousand workflows. That doesn’t happen by accident — it’s the result of accurate, organized data that drives those automations.

Flexible Ways to Capture What Matters

One of the biggest advantages of Quivr being built on Salesforce is its customizable data model. Users can filter, segment, and query any data point in their system.

Quivr includes numerous picklists — like Service Offering, Client Agreements, and Tags — giving advisors multiple ways to capture what matters most. And since no two firms operate the same way, you can create your own picklists or choose which ones are relevant.

Steve notes that he doesn’t use every field available, and that’s okay. What matters is designing your CRM around your firm’s whiteboard:

What are you trying to accomplish?
What services do you provide?

From there, you can build tags and workflows that align with your processes — whether it’s Roth IRA contributions, Medicare planning, or annual review campaigns.

Keeping Your Data Clean

Once you’ve structured your CRM, the next challenge is maintaining data integrity. Will points out that simplicity is key: too many tags or unnecessary data points can lead to confusion.

A few best practices for keeping data clean include:

• Use tags consistently and only when necessary

• Consolidate recurring processes into workflows

• Have another team member review reports periodically for accuracy

Clean data isn’t just about organization — it’s what powers automations, workflows, mass communications, and accurate client insights.

Put It All Together

When your data is clean and intentional, the possibilities multiply:

• Trigger automated workflows based on client segments

• Send personalized mass emails by location or service type

• Generate reports that actually tell your firm’s story

As Steve puts it, once you start using clean data to your advantage, it becomes addicting.

If you’re unsure where to start, bring your “whiteboard” to Office Hours — the Quivr team will help you design your system to fit your firm’s goals.

Ready to See Quivr in Action?

Clean data doesn’t just happen — but with Quivr, it’s easier than ever to get there.
👉 Schedule a demo to see how Quivr can help your firm run smarter and more efficiently.