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CRM Cleanup + Deduplication

Keeping your CRM clean and accurate is critical for maintaining data integrity and ensuring effective sales, marketing, and service efforts. This milestone involves identifying and removing duplicate records, merging incomplete data, and organizing records to create a clutter-free, reliable CRM. A clean CRM ensures your team operates efficiently and confidently.

Process Summary

  1. Data Audit: Identify duplicate, incomplete, or outdated records in your CRM.
  2. Deduplication: Use HubSpot’s deduplication tools to merge duplicate records while preserving key data.
  3. Record Optimization: Update incomplete records with missing information or remove unnecessary data.
  4. Testing and Validation: Verify the accuracy of updated records and test workflows reliant on clean data.
  5. Team Collaboration: Train users on maintaining CRM hygiene moving forward.

Requirements

  • Access to your full CRM database for analysis.
  • Collaboration to define rules for deduplication and cleanup.
  • Feedback to ensure no critical data is lost during the process.

Milestone in Action

Demo video coming soon.

Key Outcomes

  • A clean, organized CRM with accurate and complete records.
  • Reduced inefficiencies caused by duplicate or outdated data.
  • Improved trust in CRM data across teams.