OUR WORK
CRM Data Management
Contact updates, duplicate checks and CRM migration work.
EXAMPLE GROUP 01
CRM Data Entry and Record Updating
- The task
- Enter new CRM records and update existing customer details.
- Work completed
- Entered new customer, company, and contact records into CRM systems. Updated names, email addresses, phone numbers, job titles, notes, and account details with consistent formatting.
- The deliverable
- Updated contact, company and account records with consistent field formats.
EXAMPLE GROUP 02
CRM Data Cleaning and Deduplication
- The task
- Review duplicate and inaccurate CRM information.
- Work completed
- Reviewed CRM records, corrected inaccurate information, removed duplicate entries, standardised fields, and made the records more consistent.
- The deliverable
- Reviewed CRM records with duplicates removed and fields standardised.
EXAMPLE GROUP 03
CRM Migration and Database Management
- The task
- Move records from spreadsheets or older systems into a CRM.
- Work completed
- Transferred data from spreadsheets or older systems into CRM platforms. Mapped fields, checked imported records, organised pipelines, and prepared the database for sales, marketing, and administrative use.
- The deliverable
- Mapped and imported records checked in the destination database.
