CRM data cleanup
How do I clean up messy customer data before moving it into a CRM?
Standardize names, emails, phone numbers, addresses, statuses, and key fields before migration. Remove obvious duplicates, identify incomplete records, and decide which source wins when data conflicts. Keep a record of what was changed.
What to check
- Which fields need a standard format?
- How will duplicates be identified?
- Which source is trusted when values conflict?