Keep your CRM clean, accurate, and ready to drive revenue.
One-off data cleanups only provide a temporary solution to the problem. Without ongoing data stewardship, duplicates creep back in, fields become out of sync, and reports lose their trustworthiness.
At DataBees, we provide continuous data stewardship, from quarterly health checks and deduplication to automated enrichment and custom workflows, so your CRM stays a single source of truth for your GTM teams.
CRM data decays at 20–30% per year. Without regular upkeep, GTM teams face:
Data quality assessments that identify duplicates, missing fields, and other issues.
Rules and workflows to automatically detect and merge duplicate contacts, accounts, and leads in a scheduled cadence.
Keep contact and account data fresh by automatically enriching missing or outdated fields.
Workflows that normalize and standardize new records.
Custom workflows, automations, and integrations to create data pipelines into your CRM.
Documentation and data rules to ensure your GTM teams understand how to maintain clean data as we advance.
We customize every project workflow to your requirements, but here is an example of how this process could work for you.
We review your data health and document key issues, workflows, and field structures.
We define a custom cadence for health checks, deduplication, and enrichment updates.
We create rules and pipelines to prevent bad data from entering the system.
We regularly review data quality and provide proactive recommendations.
We share progress reports so you can track improvements in data health over time.
Ready to get started?
Book a call with our team to discuss your data stewardship requirements.
