Keeping CRM data clean
Duplicates, outdated contacts and empty fields: we keep your CRM continuously clean and enriched, instead of one big clean-up a year.
Why nobody trusts the data in the CRM
The problem: The same company is in there three times, in three spellings. The contact left for another job a year ago, half the fields are empty, and nobody knows which phone number is right. The consequences: reports are off, campaigns go to dead addresses, and the team maintains the data only grudgingly. The big January clean-up lasts until about April.
The solution: We build the upkeep into the daily routine instead of postponing it to clean-up days. Duplicates are detected and merged automatically, with the history preserved. Job changes get noticed before the next email goes nowhere. Empty fields like industry, size or revenue are filled from external sources, with the same data we use for identifying the right customers.
What happens next: You can rely on reports again, segmentation and scoring work, and campaigns reach the people who still exist. The team does less manual upkeep, because the system does the groundwork and only surfaces the cases that need a decision.
Typical scenarios
Works with the common CRMs. These are the most common scenarios from our projects.
- Merging duplicates: Same company, three records: gets detected and merged without losing history.
- Spotting job changes: When a contact leaves the company, the record is flagged and, if you want, the successor is researched.
- Enriching the existing base: Industry, size, revenue and missing contact data are filled in, so filters and scoring work again.
- Rules in the daily routine: Required fields and formats are checked continuously. Whatever does not fit lands as a task with the right person.
