CRM Data Cleaning

How clean is your data?

Data cleaning should be part of your regular CRM housekeeping, but it's a step that often gets overlooked when your CRM seems to run smoothly.

But have you started to spot issues? Problems are creeping in and you know that errors in your data are having an impact on your sales and growth.

Your team are creating duplicate entries for key clients, data is missing and there are inconsistencies in data formats. Your managers are complaining that reports aren't accurate and that orders aren't being logged correctly against customers. Sales teams can't make the most of follow-up calls as they can't rely on records. And that carefully planned automation is just not working.

Where to start

Recognising the issue helps, but now you need to fix these problems before your customer relationships, and your reputation, start to be affected.

At Flowbird, you'll find customer data solutions that don't exist elsewhere. We'll start by working together to understand your CRM, learn how your teams use data, and identify where problems are starting.

Whatever platform you're using, we'll find the problems and fix them.

We de-dupe your records, including individual contacts, companies and deals

We standardise fields, ensuring consistency across phone and address formats, job titles and countries

We repair and complete broken or partial records

We create a clean, single source of data that you can trust, and build on.

Was a messy database your goal?

Of course not. But we see this happen all the time:

two people work on the same record at the same time, creating double entries
vaguely defined fields prompt creative text entries that make no sense
a hurriedly imported list adds new formats and more duplicates
job titles and company names are captured differently by different people

All it takes is an extra space, a new abbreviation or one rogue entry and you've created a whole new customer record.

It's nobody's fault, but it matters. Missing data on a report means missed sales opportunities. It's time to take a peek behind the scenes and see how reliable your data really is.

We can help. Get in touch if your chaotic CRM is causing problems.

How it works

Cleaning data can be a nail-biting moment. Every entry is vital, and the risk of losing customer data is not acceptable. Our approach removes the risk, giving you a secure, reliable data cleaning process that you can trust.

We complete a full profile of your entire database before proposing any changes.
First we recommend, then we agree the steps to take: nothing happens without your approval.
We create rules that we follow rigidly. You make the decisions about format, standardisation, actions and all the details that matter.
We create survivor records so that every fresh, clean record is still connected to past activity, notes and deals. You lose nothing, apart from the mess.
We build in predictability: once your system is clean, we help it stay that way through consistency that supports filters, segments and reporting.
We match broken and partial records. And if a record can't be completed by information already in your system, we flag this, so you can decide what to do. Human intervention when needed means you make the right decision for each customer, without guesswork.

As customer data experts, we also know what NOT to do. We never delete a record, overwrite fields or work on live data without a back-up. We explain every change we make, and it will all be in line with what we agree together before we start.

Your future CRM starts here

Our clients don't look back. You'll breathe a sigh of relief when you have one record per customer, with consistent data that you can rely on. Reports and segmentation will be accurate and easy to analyse. And above all, your customers will benefit from interactions grounded in up-to-date and relevant details.