CRM Cleanup Pro — Turn Messy CRM Data Into Reliable Sales

CRM quality findings

Remediation preview — not executed

C1 and C2 remain separate until identity is established; normalized comparison values may help review but must not overwrite source data. For O1, correct the account association only after source evidence and relationship impacts are reviewed. Preserve Closed Won history and linked activity; do not delete or merge a historical opportunity to remove an error. Add currency only from an authoritative source. Reassign owner only under approved governance.

Controls before writes

Create a backup/snapshot, version the proposed rules, record affected IDs and fields, inspect exceptions and customer relationships, prepare rollback and obtain authorization. Run a dry-run comparison before any mutation and reconcile post-change counts, links and financial reporting.

Consent and enrichment boundaries

A shared email does not establish personal identity or marketing consent. Existing suppression/preferences remain intact. No external identity, organization or email enrichment is justified without a permitted source and review.

Reporting readiness

Do not use O1 in cross-currency aggregates until currency is verified. The broken account link can distort account-level reporting, and inactive ownership can affect routing. Contact-level deduplicated counts remain provisional because Q1 is unresolved. This does not justify rejecting the entire CRM; mark the affected fields/records and scope the remediation.

Audit record

Record stable IDs, source, original/normalized values, match and contradiction evidence, authority, proposed transformation, reviewer, rollback reference and validation result. Source systems, timestamps and confirmed owners are missing. No records were changed, merged, enriched or deleted.