CRM Cleanup
Pipeline Hygiene Sprint
Rapid duplicate collapse and field normalization for Salesforce or HubSpot pipelines before quarter close.
Overview
We profile your active objects, map conflicting picklists, and execute a controlled merge plan with full audit logs. Delivery includes a reconciliation workbook your revops team can replay during onboarding spikes.
Features
- Duplicate cluster scoring with manual override queue
- Picklist harmonization across sandboxes and production
- Owner reassignment rules with territory guardrails
- Webhook-safe batch windows to avoid rate limits
- Executive readout with before/after record counts
- Retention tags for legal holds
- Handoff checklist for in-house admins
Outcomes
- Cleaner pipeline stages for forecasting reviews
- Fewer routing collisions between SDR and AE queues
- Stable sync jobs for downstream warehouses
FAQ
Do you delete records outright?
We soft-merge where possible and archive only when your policy requires hard deletion. Legal holds are respected and documented.
Is ERP data in scope?
This package stops at CRM boundaries. ERP reconciliation is available under our System Integration track.
What if our admins change mid-project?
We include a transition memo and 30 days of async clarification. Live workshops beyond that are not included.
Experience notes
“The merge queue felt conservative at first, but the audit trail saved us during an internal review of the Asia pipeline.”
“Routing collisions dropped after picklist harmonization; wish we had budgeted sooner for sandbox parity.”