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Use case · AI agentsFor revenue leaders & RevOps

Use cases · CRM data hygiene

CRM data hygiene,on a schedule.

Duplicates, dead contacts and empty fields make the pipeline numbers hard to trust. In seven days the CRM is deduplicated and completed from your own systems on a schedule, and a person decides every merge and deletion.

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20 minutes. No deck.
We name one build worth doing⁠—⁠or say no.

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Before

Duplicates, dead contacts and empty fields. Reps stop trusting the pipeline numbers.

After day 7

Records are deduplicated, completed from your own systems, and flagged for review on a schedule.

Stays human

Merges and deletions.

The seven days.

Fixed scope · two exit gates

01 / Map

Days 1–2

We measure the CRM as it is: duplicate rate, empty required fields, contacts with no activity. We write the rules with your RevOps lead.

02 / Wire

Days 3–5

We connect the CRM, the billing system and the inbox, add the matching and completion rules, and queue merges for review.

03 / Prove

Days 6–7

The build runs on live data beside the team, passes the tests, and goes live with RevOps sign-off.

What we measure. Duplicate rate, empty required fields, stale contacts. The same numbers, measured again on day 7.

The two exit gates. Day 2: if the source data isn’t there, we stop and you pay for the map only. Day 7: the tests pass, or the final payment waits. The full offer.

Salesforce, State of Sales: reps spend 60% of the workweek not selling; 13% goes to manual data entry (4,050 surveyed, vendor study). 2026. Source

Straight answers.

Three questions · asked on most first calls

Will the system delete anything on its own?

No. It proposes merges and deletions with the evidence; a named person approves. Every change is logged.

Which CRMs?

The one you run. Salesforce and HubSpot are the usual first builds; anything with an API works.

Where does the missing data come from?

Your own systems: billing, support, email, the website. No purchased lists unless you bring them.

20 minutes. A straight answer.

Bring the crm data hygiene workflow as it runs today. We name the seven-day build on the call—or tell you not to automate it.

Security first? Ask for the packet: data boundary, access, approvals, logs.

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