Project Overview

CRM Data Cleansing Services

Your CRM is only as effective as the data it contains. If it’s cluttered with duplicates, outdated contacts, or missing fields, your team wastes time chasing the wrong accounts and your pipeline takes the hit.

At DataBees, we help GTM teams clean, standardize, and enrich their data, enabling sales to focus on selling and marketing to run campaigns that actually convert.

Why Clean CRM Data Matters

Data decay renders your CRM inaccurate, slows down your sales teams, leads to missed opportunities, and lost revenue. Here’s what we help you avoid:

Our CRM Data Cleansing Services

We combine smart tech with a human touch to make sure your CRM is accurate, usable, and ready to drive revenue:

Data Deduplication

Remove duplicate records and merge, correct, enrich conflicting entries.

Check and fix emails, phone numbers, and account-level data so your team can trust every field.

Add missing fields crucial to your go-to-market motions, lead scoring models, segmentation, and routing efforts.

Combat data decay and keep your data fresh with scheduled clean-ups, so it stays accurate quarter after quarter.

Normalize naming conventions, formats, and structures so workflows and automation run smoothly. DataBees can run standalone data standardization projects. To find out more information about this service, click here.

Consolidate multiple CRMs or data sources into a single, clean, and unified dataset without losing historical context. To learn more about this service, click here.

Remove irrelevant and redundant data. 

Our Process

How it works

We build every project workflow custom to your requirements, but here is an example of how this process could work for you.

Step 1
Discovery & Scoping

We audit your CRM to identify inaccuracies and areas for improvement. We execute a trial workflow to scope and timeline the project.

Step 2
Custom Plan & Estimate

We propose an allocation of DataBees researchers and data engineers, taking into account budget and time considerations. 

Step 3
Kick-off Cleansing & Enrichment

The project begins. We archive redundancies, dedupe records, and enrich missing data points to ensure accuracy and completeness.

Step 1
Validation & Testing

We complete data quality assurance. We then work with you to test lead scoring models, automations, and workflows.

Step 1
Ongoing Collaboration

Working with the customer success team, we document and continually improve key processes to maintain the integrity of your data over time.

Adaptable to your technology stack

We integrate directly with your processes, automations and tech stack.

Data Types We Clean

Ready to get started?

Book a call in with our team to discuss your CRM cleansing project.