Organized CRM data cleanup
In this fictional scenario, we hired Hir Infotech to improve the consistency of our CRM records before a sales planning exercise. The team reviewed a sample first, which helped us agree on duplicate matching rules, required fields, and how to handle missing information.
The delivered files were clearly organized, with proposed changes separated for our approval before importing. Communication was responsive, and questions about ambiguous records were raised during the review process.
The project finished within the agreed schedule and budget. The cleaned dataset made account reviews easier, although our team still checked uncertain matches. A more detailed explanation of the source and confidence of enriched fields would have improved the handover.
Project summary
Our sample project involved cleaning an existing CRM database, removing duplicate company records, standardizing fields, and enriching company information from agreed public sources.
- Project Type:
- CRM Development
- Project Cost:
- Less than $10,000
- Project Duration:
- Aug 2026 - Sep 2026
- Business Type:
- Information Technology
- Location:
- Melbourne, Australia