The problem this solves
The CRM is full of duplicates, companies spelled three ways, phone numbers in five formats, and properties nobody remembers creating. Every report starts with an argument about whose numbers are right, every campaign starts with a cleanup export to Excel, and every new tool inherits the mess. Data quality is everyone's problem and nobody's job.
How we work
We begin with an honest inventory: which objects and properties carry real data, where duplicates concentrate, which formats drift, and which integrations quietly write junk. That baseline tells us what to automate first and gives you a before-and-after you can verify.
Then we activate the Data Hub toolset against it: the data quality command center for ongoing visibility, deduplication handling for contacts and companies, formatting automation that fixes casing, phone formats, and field drift as records arrive rather than in quarterly cleanup campaigns. Where your stack needs it, we stand up the first native sync connections so external tools stop being a source of re-contamination.
The result is a portal where quality is maintained by machinery, not by heroics, and a documented foundation the rest of the Data Hub modules (integrations, modeling, governance) build on.
Deliverables
- Data quality baseline audit: duplicates, format drift, property sprawl
- Data quality command center configured for ongoing monitoring
- Deduplication rules and merge handling for contacts and companies
- Formatting automation for arriving records
- Initial native sync connections where scoped
- Documentation of the quality machinery and how to extend it