See What We Do — Live

Watch real CRM data go from messy to money-ready. Every step below uses the same tools we run on your data.

Try It On Your Own Data
1

The Raw Export — What Your CRM Looks Like Today

This is a real sample of what we typically see when we pull data from Salesforce. Notice the problems.

Bad / invalid value Missing / empty Duplicate record
IDFirstLastEmailPhoneTitleCompanyIndustryState
SF-1001JamesSmithjames.smith@acmemanufacturing.com(415) 555-1234VP SalesAcme ManufacturingManufacturingCA
SF-1002JamesSmithjames_smith@acmemanufacturing.com4155551234V.P. SalesAcme Manufacturing Inc.MfgCalifornia
SF-1003(empty)JohnsonN/A000-000-0000sales managerCRYOBUILD SYSTEMSMANUFACTURING(empty)
SF-1004PatriciaWilliamspwilliams@gmail.com(832) 555-7890Director Of OperationsAtlas Logistics GroupWarehousing & LogisticsTX
SF-1005RobertBrownrobert.brown@titanconcrete.com8325559876CEOTitan Concrete SupplyconstructionTexas
SF-1006JenniferGarcia(empty)(empty)Plant Mangerpacific steel works(empty)WA
SF-1007RobertBrownr.brown@titanconcrete.com(832) 555-9876Chief Executive OfficerTitan ConcreteConstructionTX
SF-1008MichaelDavismichael.davis@summitenergy.com(303) 555-4567Maintenance MgrSummit Energy SolutionsenergyCO
SF-1009LindaMartinezlinda.martinez@proflowsupply.com3035554567ext2purchasing managerProFlow Plumbing Supply WholesaleNevada
SF-1010DavidAndersondanderson(602) 555-3210SALES MANAGERApex Industrial ServicesN/AAZ
74
Data Health Score (out of 100)
22%
Records in duplicate groups
85
Different job title variants
15%
Emails missing or invalid
67%
Stale records (no activity 12+ mo)
2

The Audit — We Profile Every Field

Our tools scan every column and quantify exactly what's broken. This is a real output from our audit engine.

================================================================= CRM DATA AUDIT REPORT Source: client_salesforce_export.csv Records: 689 ================================================================= DATA HEALTH SCORE: 74.1 / 100 (Grade: C) ----------------------------------------------------------------- FIELD COMPLETENESS ----------------------------------------------------------------- email [##################..] 84.5% (107 missing) phone [#################...] 86.8% ( 91 missing) direct_dial [################....] 81.7% (126 missing) job_title [####################] 100.0% ( 0 missing) company [####################] 100.0% ( 0 missing) !! domain [###############.....] 79.2% (143 missing) !! annual_revenue [##########..........] 50.8% (339 missing) !! employees [##########..........] 53.1% (323 missing) DUPLICATES Email-based groups: 34 Name+Company groups: 59 Records affected: 150 TITLE INCONSISTENCY Unique variants: 85 (should be ~15-20) RECOMMENDATIONS 1. Deduplicate records (email + name/company matching) 2. Enrich missing emails, phones, and direct dials 3. Standardize job titles into role/seniority buckets 4. Normalize industry and state fields 5. Archive or re-engage stale records =================================================================

This audit runs in seconds on any CSV export. The client sees the score, the gaps, and clear recommendations — before we've done any work. This alone shows them the problem is real.

3

After Cleaning — Same Records, Completely Fixed

Duplicates merged. Formats standardized. Titles normalized. Bad values corrected.

Fixed / standardized Newly added (enrichment or seniority) Strikethrough = duplicate removed
IDFirstLastEmailPhoneTitleSeniorityCompanyIndustryState
SF-1001JamesSmith james.smith@acmemanufacturing.com (415) 555-1234 VP of Sales VP Acme Manufacturing Manufacturing CA
SF-1002MERGED into SF-1001 (duplicate: same person, same company)
SF-1003 (enrich)Johnson (enrich) (enrich) Sales Manager Manager CryoBuild Systems Manufacturing (enrich)
SF-1004PatriciaWilliams pwilliams@gmail.com (832) 555-7890 Director of Operations Director Atlas Logistics Group Logistics & Distribution TX
SF-1005RobertBrown robert.brown@titanconcrete.com (832) 555-9876 CEO C-Suite Titan Concrete Supply Construction TX
SF-1006JenniferGarcia (enrich) (enrich) Plant Manager Manager Pacific Steel Works (enrich) WA
SF-1007MERGED into SF-1005 (duplicate: Robert Brown at Titan Concrete)
SF-1008MichaelDavis michael.davis@summitenergy.com (303) 555-4567 Maintenance Manager Manager Summit Energy Solutions Energy CO
SF-1009LindaMartinez linda.martinez@proflowsupply.com (303) 555-4567 Purchasing Manager Manager ProFlow Plumbing Supply Wholesale & Distribution NV
SF-1010DavidAnderson (enrich) (602) 555-3210 Sales Manager Manager Apex Industrial Services Industrial Services AZ
91
Duplicates eliminated
17
Standardized role categories
100%
Phone formats fixed
100%
State codes standardized
4

Lead Scoring — Your Reps Know Who to Call First

Every record gets a score based on completeness, recency, seniority, and ICP fit. Reps work the Hot list.

#NameCompanyTitleSeniorityIndustryScorePriority
1Gregory BrownTitan Concrete SupplyCEOC-SuiteConstruction95HOT
2Janet OrtizApex Industrial ServicesCEOC-SuiteIndustrial Services90HOT
3Kathleen PerezWestside Auto PartsCFOC-SuiteAutomotive86HOT
4Kenneth WardCorePoint EngineeringCOOC-SuiteEngineering85HOT
5Dorothy WatsonRedRock MiningCTOC-SuiteMining85HOT
6Patricia WilliamsAtlas LogisticsDirector of OperationsDirectorLogistics68WARM
7Michael DavisSummit EnergyMaintenance ManagerManagerEnergy62WARM
8Linda MartinezProFlow SupplyPurchasing ManagerManagerWholesale48COOL
58
Hot leads — call today
285
Warm leads — nurture sequence
241
Cool leads — monitor
14
Cold — archive
5

The Result — Before vs After

This is what you get at the end of a 4-week pilot. Every metric improved.

Before

Health Score74 / 100 (C)
Total Records689
Valid Emails84.5%
Valid Phones86.8%
Duplicates150 in dup groups
Title Variants85 inconsistent
Lead ScoringNone

After

Health Score90 / 100 (A)
Total Records598 (91 dupes merged)
Valid Emails95.2%
Valid Phones94.1%
Duplicates0 remaining
Title Variants17 standardized roles
Lead Scoring58 Hot, 285 Warm
📄 Download Raw Data (Before) 📄 Download Cleaned Data (After) 📄 Download Scored Data 📊 Download Full Health Report

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