CRM Data Cleansing Services, Managed from Start to Finish
Duplicate contacts, inconsistent records affecting the quality of your CRM? Our data specialists clean, dedupe, and resolve fragmented records in your CRM to an agreed scope of work. We recommend the right approach, work with you and deliver data ready for your approval.
Get your CRM data cleaned without adding to your team’s workload
CRM records accumulate through forms, imports, campaigns and connected systems. Over time, duplicate contacts, conflicting details and inconsistent formats make the data harder to use. Our specialists take care of the cleanup, working from your CRM export and an agreed scope, while your team focuses on its priorities.
- Assess your records with data profiling to show duplicate rates, gaps and inconsistent formats
- Standardise names, companies, emails, phone numbers and addresses using data cleansing
- Find duplicate contacts, leads and accounts with data matching and deduplication
CRM data problems are holding your team back.
Whether you’re preparing for a migration, dealing with years of accumulated CRM data issues or struggling to maintain data quality across regular imports, our specialists can help you get the work done.
Know what is in your CRM before anything changes
Find out how much work your CRM data needs. We profile your export for duplicate candidates, incomplete fields, inconsistent formats and conflicting identifiers, then use the findings to define the scope together.
Better CRM Data. Better Results Across Your Business.
The work runs to an agreed scope of work, and you approve the results before anything goes back into your CRM.
Get Experienced Data Quality Specialists Working on Your CRM
With over 20 years of experience in data quality, our specialists bring the technical expertise and WinPure technology needed to handle complex cleansing and deduplication work. You get the benefit of an experienced team without having to recruit, train or divert your own analysts.
Keep Your CRM Projects Moving and Your Team Focused
Whether you’re preparing for a CRM migration, cleaning up years of accumulated records or supporting a major sales initiative, poor data quality takes up considerable time. We take on the cleansing and matching work, helping you prepare reliable datasets while your teams continue with their existing priorities.
Maintain Control Over Your Data, Rules and Results
Your organisation understands its customers, data structures and business requirements better than anyone. We work to your agreed scope and matching criteria. You retain control over important decisions, including which records should be merged and which information should be preserved.
You decide how the data should look. We agree a scope of work for every stage, and you approve the output.
The hidden cost of cleaning CRM data in-house
| Cost factor | Fully managed by WinPure | In-house |
|---|---|---|
| Administrator and analyst time | Specialists run the work | Taken from day-to-day work |
| Duplicate matching expertise | Applied from day one | Learned on the job |
| Rule design and thresholds | Agreed with you, tuned by us | Built and tuned internally |
| Rework and re-runs | Can be added to the scope of work | Falls on your team |
| Audit trail | Reporting and audit records of any changes to your data | Depends on the process used |
| Effect on campaigns and deadlines | Planned into the scope | At risk when priorities shift |
How the managed service runs, from brief to delivery
Tell us what you need to achieve with your CRM data. We agree the scope, rules and required output, then prepare a sample for you to review. Once you approve the approach, our specialists complete the work and hand over the results in the agreed format. For recurring imports, we can follow the same approved process on future batches. For datasets beyond your CRM, see our fully managed data cleansing services.
Built for teams with CRM data to fix and no time to fix it
Tell us what your CRM data needs to do
Arrange a complimentary appraisal of your data with a specialist.
Top-Rated by data quality teams
Independent review platforms and customer feedback from teams using WinPure in production.
Questions about our CRM data cleansing services
Arrange Your Complimentary Data Appraisal
Choose a day and time that suit you. If no day or time is available, email us at sales@winpure.com or call us on one of the numbers shown.