In this episode of Quivr Office Hours, Steve Drost and Will Kaplan break down a powerful (and often overlooked) way to protect your CRM data: validation rules.

Data integrity sounds simple—but in real advisory firms, it’s easy for things to slip. From forgetting to update client segmentation to accidentally marking someone as deceased while leaving them active, small inconsistencies can create big downstream problems.

In this session, we cover:

✨ What data integrity really means in a growing advisory firm

✨ Real-world examples of where data breaks down

✨ When automation isn’t the right solution

✨ How validation rules act as “guardrails” for your team

✨ Simple use cases that dramatically improve accuracy

✨ Why cleaner data leads to better workflows and better client experiences

Validation rules don’t replace automation—they complement it. They help ensure the right information is entered at the right time, without forcing assumptions or removing human judgment.

If you want cleaner data, fewer mistakes, and a CRM that supports how your firm actually operates, this Office Hours episode is for you.

👉 Current Quivr users: Bring questions like this to Office Hours anytime.

👉 Not a Quivr user yet? Schedule a demo and see how Quivr makes Salesforce accessible for advisors—no developer required.