Make your CRM fields consistent, accurate, and GTM-ready.
If every rep, SDR, or system fills in data differently, your CRM quickly turns into chaos: “VP of Sales” in one record, “Vice President – Sales” in another, and “V.P Sales” in a third. That inconsistency breaks reports, kills automation, and makes routing rules unreliable.
At DataBees, we tidy the mess and establish consistent naming conventions and field structures. Allowing you to use your CRM data effectively.
When your data isn’t standardized and normalized, every process that relies on it suffers:
Standardize job titles, industries, regions, revenue ranges, headcount bands, and more.
Work with your Sales Ops team to build standardized drop-downs and categories that align with your ideal customer profile and GTM motions.
Normalize parent/child account relationships and standardize naming conventions across subsidiaries, locations, and business units.
Create rules to automatically normalize data as it enters your CRM — preventing future inconsistencies.
Convert legacy field values into your new standardized schema, so historical data stays accurate.
We customize every project workflow to your requirements, but here is an example of how this process could work for you.
We audit your CRM to uncover inconsistencies and identify high-impact fields (e.g. titles, industries, territories). This allows us to scope the project.
We work with your Sales Ops team to define naming conventions, picklists, and normalization rules tailored to your GTM motion.
We normalize existing data, resolve inconsistencies, and transform legacy values to align with your new rules and standards.
We complete data quality assurance. We verify that reports, routing, and automations work as expected with your normalized data.
We established periodic reviews and automated processes to maintain standardized CRM fields going forward.
We integrate directly with your processes, automations and tech stack.
Book a call in with our team to discuss your CRM cleansing project.
