Why stabilize CRM integrations now?

A short focused audit reduces missed records, cuts latency, and restores confidence in automations that trigger direct mail and campaign workflows so you get faster time-to-value and measurable ROAS tied to workflow health.

What is the step-by-step audit plan?

Run a short measurable sprint: inventory integrations, perform a data-health audit, stabilize one high-value flow, enforce a control plane with versioning and changelogs, and schedule regular reconciliation and performance audits.

How long should the audit sprint take and what are the milestones?

A focused two-week sprint: Day 1 inventory and pipeline pick; Days 2–4 baseline tests; Days 5–9 implement fixes and webhook signing; Days 10–12 validation batches and tracking verification; Days 13–14 post-mortem and publish scorecard.

Which security and validation steps are essential?

Implement webhook signatures such as HMAC SHA-256, validate payloads and required fields, log round-trip times and payload hashes, enforce duplicate suppression rules, store changelogs with owners, and provide rollback steps for workflow edits.

How do I link direct mail to CRM events and measure attribution?

Trigger postcards from clear CRM events (reactivation, service completion, invoice status), capture delivery events from the mailing vendor back into the CRM, run small cohort experiments, and track postcard delivery and campaign ROAS for attribution.

What metrics should I track and what improvements are realistic?

Track data discrepancy, end-to-end latency, duplicate rate, and postcard delivery tracking. Example pilot improvements: discrepancy 4.2%→0.8%, latency 12m→3m, duplicates 18%→5%, delivery tracking 72%→95%.

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