Sales & growth · Example workflow
CRM data hygiene
Keep records useful with duplicate checks, missing-field reminders and clear ownership.
From trigger to outcome
A record is created or changed
The CRM stays easier to trust
The opportunity
Where CRM records lose accuracy
Duplicate contacts, missing fields and outdated deal stages make reporting unreliable and force teams to clean data by hand.
How it works
How to check, review and update CRM data
The exact systems and steps are tailored to your team. This example shows a starting point for the conversation.
- 01
Watch for changes
Pick up new or changed records from agreed sources without replacing the CRM as the source of truth.
- 02
Check the record
Apply validation, identify likely duplicates and highlight missing or inconsistent information.
- 03
Prepare an update
Suggest safe updates and create a review task when a match or change is uncertain.
- 04
Keep a log
Record what changed, who approved it and which records need further attention.
People stay in control.
Potential duplicates and consequential edits go to a person for review; changes can be traced back to their source.
What you can measure.
- Records with required fields
- Duplicate records awaiting review
- Time spent on manual CRM cleanup
More ideas
Explore another workflow.
Sales & growth
Lead qualification & routing
Turn incoming enquiries into prioritised, useful conversations for your sales team.
A new enquiry arrivesThe right owner gets contextFormsCRMAISlackCustomer experience
Customer support triage
Give support teams a head start with categorised requests and relevant account context.
A support request arrivesA prepared ticket reaches the teamHelpdeskKnowledge baseAISlackInternal operations
Internal knowledge assistant
Help your team find grounded answers across the documents they are allowed to access.
A teammate asks a questionAn answer links back to sourcesDocumentsSearchAISlack
Make this workflow your own.
Bring your process and the tools you use. We will map the handoffs, checks and a sensible first implementation together.
- We take on 2–3 new partnerships per quarter
- Reply within 24 hours
- NDA available before you share anything
Or send a message