Tip · CRM Duplicate and Data-Quality Check
Clean the formats first, then look for duplicates
A tip for small sales teams: standardize the formats before you look for duplicates. Lowercase emails, ten-digit phone numbers and two-letter state codes make the same person look the same in every record.
The pilot
CRM Duplicate and Data-Quality Check (pilot)
Our CRM check pilot lists the formatting changes it proposes next to the duplicate groups and the stale leads, from a contacts export. You apply any change yourself; we never log into your CRM. A person reviews the sheet first.
Pilot. The sample is made from invented data.
See the CRM Duplicate and Data-Quality Check pilot and its sample