{"id":50870,"date":"2025-08-25T04:00:13","date_gmt":"2025-08-25T04:00:13","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=50870"},"modified":"2025-12-09T06:44:21","modified_gmt":"2025-12-09T06:44:21","slug":"crm-data-cleaning-guide","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/crm-data-cleaning-guide\/","title":{"rendered":"CRM Data Cleaning Guide: Step-by-Step CRM Data Cleaning Tips &#038; Best Practices"},"content":{"rendered":"<p><span data-preserver-spaces=\"true\">How often do you spend time on CRM data cleaning? If you answered about once a year, you\u2019re probably not doing it enough. <\/span><\/p>\r\n<p><span data-preserver-spaces=\"true\">Unless you keep at it, the data errors will only increase slowly but surely. One-off errors can turn into full-blown blind spots before you know it &#8211; triggering revenue leaks and customer dissatisfaction.<\/span><\/p>\r\n<p>CRM Data Cleaning is the process of verifying, correcting, and standardizing your CRM entries\u2014like contacts, emails, and records\u2014to ensure accuracy and drive effective marketing, sales, and support.<\/p>\r\n<p><span data-preserver-spaces=\"true\">The truth is external data is prone to errors because of different formats and conventions. <\/span><\/p>\r\n<p><span data-preserver-spaces=\"true\">Moreover, bad data can have a domino effect on marketing, sales, product, finance, and just about every other business function. Not surprisingly, it had a revenue impact of&nbsp;<\/span><a class=\"editor-rtfLink\" href=\"https:\/\/www.montecarlodata.com\/blog-data-quality-survey\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">25%&nbsp;<\/span><\/a><span data-preserver-spaces=\"true\">&nbsp;across industries in 2023. It isn\u2019t getting better anytime soon.<\/span><\/p>\r\n<p><span data-preserver-spaces=\"true\">CRM data cleaning is your only chance to make sure your data stays current and fit for purpose.<\/span><\/p>\r\n<p><span data-preserver-spaces=\"true\">In this blog, we&#8217;ll go over the basics of CRM data cleansing and how you can stay on top of your data quality over the long term.&nbsp;<\/span><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-o-right\" style=\"background-color: #33809e; color: #ffffff;\" href=\"https:\/\/www.engagebay.com\/blog\/customer-data-governance\/\">Learn how data governance supports CRM cleaning in this post<\/a><\/p>\r\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.engagebay.com\/blog\/crm-data-cleaning-guide\/#What_is_CRM_Data_Cleaning\" >What is CRM Data Cleaning?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/crm-data-cleaning-guide\/#Why_is_CRM_Data_Cleaning_Important\" >Why is CRM Data Cleaning Important?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/crm-data-cleaning-guide\/#CRM_Data_Cleansing_Examples\" >CRM Data Cleansing Examples<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/crm-data-cleaning-guide\/#How_to_Identify_Fix_Dirty_CRM_Data\" >How to Identify &amp; Fix Dirty CRM Data<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.engagebay.com\/blog\/crm-data-cleaning-guide\/#5-Point_Checklist_to_Get_Your_CRM_Data_Cleaning_Right\" >5-Point Checklist to Get Your CRM Data Cleaning Right<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.engagebay.com\/blog\/crm-data-cleaning-guide\/#How_Do_You_Maintain_Clean_CRM_Data_Over_The_Long_Term\" >How Do You Maintain Clean CRM Data Over The Long Term?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.engagebay.com\/blog\/crm-data-cleaning-guide\/#5_Top_CRM_Data_Cleaning_Tools_Resources\" >5 Top CRM Data Cleaning Tools &amp; Resources<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.engagebay.com\/blog\/crm-data-cleaning-guide\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n\r\n<h2><span class=\"ez-toc-section\" id=\"What_is_CRM_Data_Cleaning\"><\/span><span style=\"color: #339966;\"><strong>What is CRM Data Cleaning?<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span data-preserver-spaces=\"true\">CRM data cleaning is the process of validating data and correcting any errors in it. It helps you identify and plug gaps in your data. Data cleansing sets the stage for making updates to your CRM data, adding the latest available insights. The goal is to ensure your CRM is consistent, current, and accurate across all databases, mailing lists, and campaigns. <\/span><\/p>\r\n<p><span data-preserver-spaces=\"true\">In other words, it helps&nbsp;<\/span><a class=\"editor-rtfLink\" href=\"https:\/\/www.engagebay.com\/blog\/customer-data-management\/\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">preserve and enhance the quality<\/span><\/a><span data-preserver-spaces=\"true\">&nbsp;of your business data.<\/span><\/p>\r\n<p><span data-preserver-spaces=\"true\">CRM data cleaning ensures that:<\/span><\/p>\r\n<ul>\r\n<li><span data-preserver-spaces=\"true\">Old data is replaced with current information.<\/span><\/li>\r\n<li><span data-preserver-spaces=\"true\">Domains are validated<\/span><\/li>\r\n<li><span data-preserver-spaces=\"true\">Data formatting is uniform<\/span><\/li>\r\n<li><span data-preserver-spaces=\"true\">Duplicate data is consolidated<\/span><\/li>\r\n<\/ul>\r\n<figure id=\"attachment_50872\" aria-describedby=\"caption-attachment-50872\" style=\"width: 446px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-50872 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-dc-image1.png\" alt=\"CRM data cleaning statistics\" width=\"446\" height=\"446\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-dc-image1.png 1000w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-dc-image1-300x300.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-dc-image1-150x150.png 150w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-dc-image1-768x768.png 768w\" sizes=\"(max-width: 446px) 100vw, 446px\" \/><figcaption id=\"caption-attachment-50872\" class=\"wp-caption-text\"><em><a href=\"https:\/\/databox.com\/the-ultimate-guide-to-cleaning-your-bad-crm-data\">Source<\/a><\/em><\/figcaption><\/figure>\r\n<p><span data-preserver-spaces=\"true\">A survey showed that almost<a href=\"https:\/\/databox.com\/the-ultimate-guide-to-cleaning-your-bad-crm-data\"> 30% of respondents<\/a> cleaned their CRM data at least once a month.<\/span><\/p>\r\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\r\n<h2><span class=\"ez-toc-section\" id=\"Why_is_CRM_Data_Cleaning_Important\"><\/span><span style=\"color: #339966;\"><strong>Why is CRM Data Cleaning Important?<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span data-preserver-spaces=\"true\">All things being equal, bad CRM data can be the single biggest threat to business growth. Here\u2019s how.<\/span><\/p>\r\n<h3><strong><span style=\"color: #993300;\" data-preserver-spaces=\"true\">1. Incorrect segmentation<\/span><\/strong><\/h3>\r\n<p><span data-preserver-spaces=\"true\">If your lead data has errors, high-value leads could get grouped into the wrong segments. This means they won\u2019t get the right marketing emails, and you may lose out on <\/span><a class=\"editor-rtfLink\" href=\"https:\/\/www.engagebay.com\/blog\/sales-and-marketing-alignment\/\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">revenue opportunities<\/span><\/a><span data-preserver-spaces=\"true\">. Similarly, customer support tickets may be routed to the wrong teams, causing delays in resolution. This can lead to spam reports and customer dissatisfaction.<\/span><\/p>\r\n<h3><strong><span style=\"color: #993300;\" data-preserver-spaces=\"true\">2. Faulty sales strategies<\/span><\/strong><\/h3>\r\n<p><span data-preserver-spaces=\"true\"> Bad CRM data means bad reports. It can give you a lopsided view of your <a href=\"https:\/\/www.engagebay.com\/blog\/sales-pipeline-stages\/\">sales pipeline<\/a> and revenue projections. With incomplete customer data, your sales team may end up chasing the wrong leads. Bad data can affect customer handoff from sales to customer service. This means fewer <\/span><a class=\"editor-rtfLink\" href=\"https:\/\/www.engagebay.com\/blog\/upselling-techniques\/\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">up-sell and cross-sell<\/span><\/a><span data-preserver-spaces=\"true\">&nbsp;opportunities across the customer lifecycle.<\/span><\/p>\r\n<h3><strong><span style=\"color: #993300;\" data-preserver-spaces=\"true\">3. Inefficient follow-ups<\/span><\/strong><\/h3>\r\n<p><span data-preserver-spaces=\"true\">If your CRM data is bad, chances your customer service team may misinterpret customer tickets. Worse, they may follow up with the wrong customers. For example, if a rep contacts an inactive or disengaged customer, they may have a lot of explaining to do. So, bad data affects not only team productivity but also lowers morale. <\/span><\/p>\r\n<p><span data-preserver-spaces=\"true\">By leveraging CRM data cleaning, you can <\/span><a class=\"editor-rtfLink\" href=\"https:\/\/www.engagebay.com\/resources\/how-engagebay-helpdesk-system-help\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">streamline support ticket<\/span><\/a><span data-preserver-spaces=\"true\"> queues, build trust with customers, and increase your business efficiency.<\/span><\/p>\r\n<h3><strong><span style=\"color: #993300;\" data-preserver-spaces=\"true\">4. Higher customer acquisition costs<\/span><\/strong><\/h3>\r\n<p>Bad data has a clear trickle-down effect on the bottom line. With sales agents pursuing the wrong leads, the sales cycle gets considerably longer, adding to marketing costs across the board. As a manager, you may not know what sales channels to focus on or how much to spend\u2014making <a href=\"https:\/\/airbyte.com\/top-etl-tools-for-sources\/top-data-integration-tools\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">data integration tools<\/a> essential for keeping customer and lead data accurate, unified, and decision-ready.<\/p>\r\n<p><span data-preserver-spaces=\"true\">You may be forced to rely on third-party tools for insights that may or may not match your existing strategy. All of this can increase customer acquisition costs and, in turn, shrink ROI.<\/span><\/p>\r\n<p><img decoding=\"async\" class=\"size-full wp-image-75928 aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-record-before-after-1.png\" alt=\"Visual showing CRM contact record before and after cleaning: duplicate entries removed, email corrected, fields standardized.\" width=\"1024\" height=\"1024\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-record-before-after-1.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-record-before-after-1-300x300.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-record-before-after-1-150x150.png 150w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-record-before-after-1-768x768.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\r\n<h3 data-start=\"44\" data-end=\"82\"><span style=\"color: #993300;\">Key Benefits of CRM Data Cleaning<\/span><\/h3>\r\n<ul data-start=\"84\" data-end=\"562\">\r\n<li data-start=\"84\" data-end=\"192\">\r\n<p data-start=\"86\" data-end=\"192\"><strong data-start=\"86\" data-end=\"111\">Accurate Segmentation<\/strong><br data-start=\"111\" data-end=\"114\"><span class=\"relative -mx-px my-[-0.2rem] rounded px-px py-[0.2rem] transition-colors duration-100 ease-in-out\">Avoid misplacing high value leads and ensure they receive relevant marketing communication and service support<\/span>.<\/p>\r\n<\/li>\r\n<li data-start=\"194\" data-end=\"314\">\r\n<p data-start=\"196\" data-end=\"314\"><span class=\"relative -mx-px my-[-0.2rem] rounded px-px py-[0.2rem] transition-colors duration-100 ease-in-out\"><strong data-start=\"0\" data-end=\"29\" data-is-last-node=\"\" data-is-only-node=\"\">Reliable Sales Strategies<\/strong><\/span><br data-start=\"233\" data-end=\"236\"><span class=\"relative -mx-px my-[-0.2rem] rounded px-px py-[0.2rem] transition-colors duration-100 ease-in-out\">Build trustworthy reports and pipelines\u2014reducing wasted effort on wrong leads and enhancing up\u2011sell and cross\u2011sell opportunities<\/span>.<\/p>\r\n<\/li>\r\n<li data-start=\"316\" data-end=\"436\">\r\n<p data-start=\"318\" data-end=\"436\"><span class=\"relative -mx-px my-[-0.2rem] rounded px-px py-[0.2rem] transition-colors duration-100 ease-in-out\"><strong data-start=\"0\" data-end=\"26\" data-is-last-node=\"\" data-is-only-node=\"\">Streamlined Follow\u2011Ups<\/strong><\/span><br data-start=\"355\" data-end=\"358\"><span class=\"relative -mx-px my-[-0.2rem] rounded px-px py-[0.2rem] transition-colors duration-100 ease-in-out\">Prevent misdirected outreach by ensuring customer data is precise\u2014boosting team efficiency and improving morale<\/span>.<\/p>\r\n<\/li>\r\n<li data-start=\"438\" data-end=\"562\">\r\n<p data-start=\"440\" data-end=\"562\"><span class=\"relative -mx-px my-[-0.2rem] rounded px-px py-[0.2rem] transition-colors duration-100 ease-in-out\"><strong data-start=\"0\" data-end=\"36\" data-is-last-node=\"\" data-is-only-node=\"\">Lower Customer Acquisition Costs<\/strong><\/span><br data-start=\"477\" data-end=\"480\"><span class=\"relative -mx-px my-[-0.2rem] rounded px-px py-[0.2rem] transition-colors duration-100 ease-in-out\">Reduce marketing spending by targeting accurately, shortening sales cycles, and steering clear of reliance on mismatched third\u2011party insights<\/span><\/p>\r\n<\/li>\r\n<\/ul>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/email-list-cleaning\/\">Read also: Email List Cleaning \u2013 It\u2019s Time to Give Yours a Good Scrub<\/a><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"CRM_Data_Cleansing_Examples\"><\/span><span style=\"color: #339966;\"><strong>CRM Data Cleansing Examples<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span data-preserver-spaces=\"true\">So, what types of CRM data are we talking about? These are the leading ones.<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><strong>1. Contacts<\/strong><\/span><\/h3>\r\n<p><span data-preserver-spaces=\"true\"> Names, addresses, phone numbers, and email IDs all come under this category. <a href=\"https:\/\/www.engagebay.com\/products\/crm\">CRM software<\/a> collects this data via lead forms, website \u2018contact us\u2019 pages, or customer support.<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><strong>2. Purchase history<\/strong><\/span><\/h3>\r\n<p style=\"text-align: right;\"><span data-preserver-spaces=\"true\"> This data covers everything from popular product categories, purchase frequency, purchase amounts, average order sizes, preferred mode of payment, etc. Many CRMs come with payment integration, which allows them to track and store payment data.<\/span><br><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/uPsUjKLHLAg?si=lckZmYL3GLhU0a6o\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\r\n<p style=\"text-align: center;\"><em><strong>CRM Data Governance explained<\/strong><\/em><\/p>\r\n<h3><strong><span style=\"color: #993300;\" data-preserver-spaces=\"true\">3. Analytics data<\/span><\/strong><\/h3>\r\n<p><span data-preserver-spaces=\"true\">Website visits, social media likes, form submissions, page views, email opens and clicks all create a complete picture of the customer journey. Any CRM worth the name will capture data and <a href=\"https:\/\/www.engagebay.com\/blog\/customer-data-analytics\/\">run analytics<\/a> for reporting purposes.<\/span><\/p>\r\n<h3><strong><span style=\"color: #993300;\" data-preserver-spaces=\"true\">4. Customer service interactions<\/span><\/strong><\/h3>\r\n<p><span data-preserver-spaces=\"true\">Every customer support interaction leaves behind a trail of data &#8211; tickets logged, follow-up calls, CSAT surveys, etc. If your CRM <\/span><a class=\"editor-rtfLink\" href=\"https:\/\/www.engagebay.com\/service\/help-desk-software\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">integrates with the helpdesk<\/span><\/a><span data-preserver-spaces=\"true\">, live chat, and email like EngageBay, you\u2019ll have a lot of this type of data, too.<\/span><\/p>\r\n<p><span data-preserver-spaces=\"true\">In the absence of CRM data cleansing, errors add up over time. These could be the result of innocuous data entry errors or formatting issues, as we\u2019ll see in the next section.<\/span><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/restaurant-schedule-template\/\">Read also: Craft a Winning Restaurant Schedule Template: Best Practices<\/a><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"How_to_Identify_Fix_Dirty_CRM_Data\"><\/span><span style=\"color: #339966;\">How to Identify &amp; Fix Dirty CRM Data<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span data-preserver-spaces=\"true\">Dirty data isn&#8217;t limited to misspelled names and addresses or incorrect phone numbers. Look for the following signs.<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><strong>1. Duplicates<\/strong><\/span><\/h3>\r\n<p><span data-preserver-spaces=\"true\">These may be two sets of contacts, opportunities, phone numbers, or addresses with minor differences but linked to the same customer. For example, email addresses with extra spaces or periods. This is common when you sync data from multiple tools into your CRM. <\/span><\/p>\r\n<p><span data-preserver-spaces=\"true\">Data cleansing using <a href=\"https:\/\/www.emailvendorselection.com\/email-verification-tools\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">email verification tools<\/a> can be used to merge duplicate entries and streamline your list or database.<\/span><\/p>\r\n<figure id=\"attachment_50875\" aria-describedby=\"caption-attachment-50875\" style=\"width: 567px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-50875 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-dc-image2.png\" alt=\"CRM data cleaning survey\" width=\"567\" height=\"567\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-dc-image2.png 1000w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-dc-image2-300x300.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-dc-image2-150x150.png 150w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-dc-image2-768x768.png 768w\" sizes=\"(max-width: 567px) 100vw, 567px\" \/><figcaption id=\"caption-attachment-50875\" class=\"wp-caption-text\"><em><a href=\"https:\/\/databox.com\/the-ultimate-guide-to-cleaning-your-bad-crm-data\">Source<\/a><\/em><\/figcaption><\/figure>\r\n<h3><span style=\"color: #993300;\"><strong>2. Missing data<\/strong><\/span><\/h3>\r\n<p><span data-preserver-spaces=\"true\"> You may have come across blank data fields in CRM records many a time. More often than not, this happens because a customer chose to skip a portion of your lead form. This data then gets captured in a different format in your <a href=\"https:\/\/www.engagebay.com\/blog\/what-is-a-crm-database\/\">CRM database<\/a>. <\/span><\/p>\r\n<p><span data-preserver-spaces=\"true\">Unless a rep confirms the missing data with the customer and manually updates it, the error might never get fixed. Routine data cleaning can bring such inconsistencies to light and correct them.<\/span><\/p>\r\n<h3><strong><span style=\"color: #993300;\" data-preserver-spaces=\"true\">3. Outdated data<\/span><\/strong><\/h3>\r\n<p><span data-preserver-spaces=\"true\"> If a customer has moved or switched phone numbers, you may not be able to reach them unless you use a third-party verification service or government database. Data cleansing replaces such entries with the latest available information.&nbsp; &nbsp; &nbsp;&nbsp;<\/span><\/p>\r\n<h3><strong><span style=\"color: #993300;\" data-preserver-spaces=\"true\">4. Inconsistent data<\/span><\/strong><\/h3>\r\n<p><span data-preserver-spaces=\"true\"> These errors are largely related to formatting, for example, typos such as incorrect state abbreviations, middle initials written in lower case, etc. You can standardize all such entries with a bit of data cleaning.<\/span><\/p>\r\n<p><img decoding=\"async\" class=\"size-large wp-image-75926 aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-data-cleaning-flow-1024x1024.png\" alt=\"Infographic flow: Identify dirty data \u2192 Clean\/Validate \u2192 Standardize \u2192 Maintain \u2192 Repeat.\" width=\"1024\" height=\"1024\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-data-cleaning-flow-1024x1024.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-data-cleaning-flow-300x300.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-data-cleaning-flow-150x150.png 150w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-data-cleaning-flow-768x768.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-data-cleaning-flow.png 1080w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/best-ecommerce-integrations\/\">Read also: 8 Game-Changing eCommerce Integrations For 4X Growth<\/a><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"5-Point_Checklist_to_Get_Your_CRM_Data_Cleaning_Right\"><\/span><span style=\"color: #339966;\"><strong>5-Point Checklist to Get Your CRM Data Cleaning Right<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-48963\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4.png\" alt=\"Sales funnel analytics in EngageBay\" width=\"1775\" height=\"759\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4.png 1775w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4-300x128.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4-1024x438.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4-768x328.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4-1536x657.png 1536w\" sizes=\"(max-width: 1775px) 100vw, 1775px\" \/><\/a><\/p>\r\n<p><span data-preserver-spaces=\"true\">Now that you know what to look for, let&#8217;s discuss how to clean up your CRM.<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><strong>Identify errors<\/strong><\/span><\/h3>\r\n<p><span data-preserver-spaces=\"true\">The first step is to analyze your CRM and make a list of all the databases that need cleaning. Next, identify all the instances of missing, outdated, or inaccurate data you want to correct. Analyze the structure of the data and the relationships between data from different sources. <\/span><\/p>\r\n<p><span data-preserver-spaces=\"true\">The goal is to get to the root cause of issues faster.<\/span><br><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/ishuC9RM5y0?si=VGv_HjnMW-4-5smM\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\r\n<p class=\"style-scope ytd-watch-metadata\" style=\"text-align: center;\"><em><strong>Cleaning Your CRM Data | Quick Tips<\/strong><\/em><\/p>\r\n<h3><strong><span style=\"color: #993300;\" data-preserver-spaces=\"true\">Standardize the data<\/span><\/strong><\/h3>\r\n<p><span data-preserver-spaces=\"true\"> The second step is to check for formatting issues like incorrect upper or lower case use, punctuation errors, etc. By the time you\u2019re done, the values in each cell of data (think Excel spreadsheet) should look exactly alike. Standardizing data this way helps you focus on the areas that need attention.<\/span><\/p>\r\n<h3><strong><span style=\"color: #993300;\" data-preserver-spaces=\"true\">Get rid of duplicate data<\/span><\/strong><\/h3>\r\n<p><span data-preserver-spaces=\"true\"> Now that you have standardized your data, you should have no problems removing duplicate data or missing data across CRM databases. If you\u2019re migrating data from another CRM, the deduplication process can validate your source data and help you decide whether or not to update any missing pieces before merging it with the new one. <\/span><\/p>\r\n<p><span data-preserver-spaces=\"true\">Be mindful of the risks, though \u2013 if you delete a value, you might end up losing customer information, and if you add anything inaccurate, things could get worse.<\/span><\/p>\r\n<h3><strong><span style=\"color: #993300;\" data-preserver-spaces=\"true\">Data enrichment<\/span><\/strong><\/h3>\r\n<p><span data-preserver-spaces=\"true\"> You\u2019ve cleaned your CRM <a href=\"https:\/\/www.engagebay.com\/blog\/customer-data-guide\/\">customer data<\/a>. Now\u2019s the time to get more out of it by adding new insights and filling any gaps using third-party sources. These include web analytics, social media, public records, etc. Data enrichment <\/span><a class=\"editor-rtfLink\" href=\"https:\/\/blog.hubspot.com\/sales\/data-enrichment\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">adds information<\/span><\/a><span data-preserver-spaces=\"true\"> related to demographics, customer preferences, online engagement, etc., to basic CRM contacts. <\/span><\/p>\r\n<p><span data-preserver-spaces=\"true\">You can make better marketing decisions with enriched data than without.<\/span><\/p>\r\n<h3><strong><span style=\"color: #993300;\" data-preserver-spaces=\"true\">Data management<\/span><\/strong><\/h3>\r\n<p><span data-preserver-spaces=\"true\"> Now that you\u2019ve completed cleansing your data, it&#8217;s time to review the process you followed. Chances are, you may need to make some changes depending on whether or not the data quality meets expectations. The key is to update your data management process regularly, preferably each time you add a new system to your tech stack. <\/span><\/p>\r\n<p><span data-preserver-spaces=\"true\">A documented data cleaning and management process keeps your customer data current and allows you to run targeted campaigns.<\/span><\/p>\r\n<p><img decoding=\"async\" class=\"size-full wp-image-75921 aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-cleaning-checklist-table.png\" alt=\"Checklist table comparing CRM cleaning steps: duplicates, validation, standardization, update, audit.\" width=\"1536\" height=\"1024\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-cleaning-checklist-table.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-cleaning-checklist-table-300x200.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-cleaning-checklist-table-1024x683.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-cleaning-checklist-table-768x512.png 768w\" sizes=\"(max-width: 1536px) 100vw, 1536px\" \/><\/p>\r\n<p data-start=\"104\" data-end=\"143\"><strong data-start=\"104\" data-end=\"143\">In short: CRM Data Cleaning Checklist<\/strong><\/p>\r\n<ul data-start=\"145\" data-end=\"748\">\r\n<li data-start=\"145\" data-end=\"275\">\r\n<p data-start=\"147\" data-end=\"275\"><strong data-start=\"147\" data-end=\"166\">Identify errors: <\/strong>Spot missing, outdated, or inaccurate entries and review database relationships to ensure consistency.<\/p>\r\n<\/li>\r\n<li data-start=\"277\" data-end=\"403\">\r\n<p data-start=\"279\" data-end=\"403\"><strong data-start=\"279\" data-end=\"303\">Standardize the data: <\/strong>Fix formatting issues like capitalization, punctuation, and date formats for uniform records.<\/p>\r\n<\/li>\r\n<li data-start=\"405\" data-end=\"518\">\r\n<p data-start=\"407\" data-end=\"518\"><strong data-start=\"407\" data-end=\"436\">Get rid of duplicate data: <\/strong>Merge or remove repeated entries, especially after imports or system syncs.<\/p>\r\n<\/li>\r\n<li data-start=\"520\" data-end=\"626\">\r\n<p data-start=\"522\" data-end=\"626\"><strong data-start=\"522\" data-end=\"541\">Data enrichment: <\/strong>Fill gaps in your CRM with relevant insights from additional reliable sources.<\/p>\r\n<\/li>\r\n<li data-start=\"628\" data-end=\"748\">\r\n<p data-start=\"630\" data-end=\"748\"><strong data-start=\"630\" data-end=\"649\">Data management: <\/strong>Set clear governance rules, schedule routine cleanups, and establish ongoing quality checks.<\/p>\r\n<\/li>\r\n<\/ul>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/what-is-a-crm-database\/\">Read also: What is a CRM Database? Structure, Tips, Strategies &amp; More<\/a><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"How_Do_You_Maintain_Clean_CRM_Data_Over_The_Long_Term\"><\/span><span style=\"color: #339966;\"><strong>How Do You Maintain Clean CRM Data Over The Long Term?<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span data-preserver-spaces=\"true\">It&#8217;s one thing to clean data but quite another to keep it that way. Here are some practical strategies you can use to maintain a clean CRM.<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><strong>Automate data collection<\/strong><\/span><\/h3>\r\n<p><span data-preserver-spaces=\"true\">It wouldn\u2019t be a stretch to say that manual data entry is responsible for most cases of bad data. For example,&nbsp;<\/span><a class=\"editor-rtfLink\" href=\"https:\/\/www.engagebay.com\/marketing\/web-forms\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">lead forms<\/span><\/a><span data-preserver-spaces=\"true\">, email sign-up forms, eCommerce checkout pages, etc. And as they say, prevention is better than cure. So, consider the following steps.<\/span><\/p>\r\n<ul>\r\n<li><span data-preserver-spaces=\"true\">Enabling auto-complete suggestions and pre-filled forms based on behavioral data to minimize manual input<\/span><\/li>\r\n<li><span data-preserver-spaces=\"true\">Marking key data fields on lead forms as mandatory.<\/span><\/li>\r\n<li><span data-preserver-spaces=\"true\">Activating data validation for the name, phone, and address fields. This means the form won\u2019t submit unless the fields have been filled with the right data. For example, requiring subscribers to submit work email addresses instead of personal emails.<\/span><\/li>\r\n<\/ul>\r\n<h3><span style=\"color: #993300;\"><strong>Build a CRM data governance framework<\/strong><\/span><\/h3>\r\n<p><span data-preserver-spaces=\"true\">You can no longer rely on ad-hoc CRM data quality checks as business requirements change. You need a complete data governance framework with data cleaning as a key pillar. This means defining effective data quality standards, setting benchmarks, implementing the right <a href=\"https:\/\/www.damcogroup.com\/data-cleaning-and-formatting-services\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">data cleansing<\/a> and management tools, generating reports, and training your team on data quality best practices.<\/span><br><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/zXkklH9Oi68?si=3RN4fRe2KmtGVaW5\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\r\n<p class=\"style-scope ytd-watch-metadata\" style=\"text-align: center;\"><strong><em>How To Maintain CRM Data Quality<\/em><\/strong><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/smtp-response-codes\/\">Read also: 29 Critical SMTP Response Codes And How To Fix Them<\/a><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"5_Top_CRM_Data_Cleaning_Tools_Resources\"><\/span><span style=\"color: #339966;\">5 Top CRM Data Cleaning Tools &amp; Resources<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span data-preserver-spaces=\"true\">Before investing in a CRM data cleanup tool, ensure it\u2019s the right one for your needs. Most tools will come with standard data matching, deduplication, validation, and enrichment features. If they don\u2019t, you can safely eliminate them from your list. In addition to these features, look for:<\/span><\/p>\r\n<ul>\r\n<li><a href=\"https:\/\/www.postgrid.com\/address-verification\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">Address verification<\/a><\/li>\r\n<li><span data-preserver-spaces=\"true\">Bulk processing<\/span><\/li>\r\n<li><span data-preserver-spaces=\"true\">API integrations<\/span><\/li>\r\n<li><span data-preserver-spaces=\"true\">Customizable validation rules<\/span><\/li>\r\n<li><span data-preserver-spaces=\"true\">Advanced reports and analytics<\/span><\/li>\r\n<\/ul>\r\n<p><span data-preserver-spaces=\"true\">Here are a few software solutions that offer most of these capabilities.<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><strong>1. WinPure Clean and Match<\/strong><\/span><\/h3>\r\n<figure id=\"attachment_50877\" aria-describedby=\"caption-attachment-50877\" style=\"width: 691px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/WinPure3-e1700738666745.png\"><img decoding=\"async\" class=\"wp-image-50877 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/WinPure3-e1700738666745.png\" alt=\"WinPure crm data cleaning tool\" width=\"691\" height=\"342\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/WinPure3-e1700738666745.png 1138w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/WinPure3-e1700738666745-300x148.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/WinPure3-e1700738666745-1024x507.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/WinPure3-e1700738666745-768x380.png 768w\" sizes=\"(max-width: 691px) 100vw, 691px\" \/><\/a><figcaption id=\"caption-attachment-50877\" class=\"wp-caption-text\"><a href=\"https:\/\/winpure.com\/products\/clean-match\/\"><em>Source<\/em><\/a><\/figcaption><\/figure>\r\n<p><span data-preserver-spaces=\"true\">WinPure Clean and Match is part of a complete suite of data cleansing and data management tools that automate data functions across your business. This means you get a centralized system for all your data governance needs. It comes with a simple interface that allows you to clean, validate, and manage data across formats in one click. <\/span><\/p>\r\n<p><span data-preserver-spaces=\"true\">It cleans and&nbsp;<\/span><a class=\"editor-rtfLink\" href=\"https:\/\/www.engagebay.com\/crm\/crm-reports\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">generates 30+ reports<\/span><\/a><span data-preserver-spaces=\"true\">&nbsp;on duplicates and incorrect or outdated data based on the rules you select.<\/span><\/p>\r\n<p><span data-preserver-spaces=\"true\"><strong>Pricing:<\/strong> Available on request<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><strong>2. Data Ladder DataMatch Enterprise<\/strong><\/span><\/h3>\r\n<figure id=\"attachment_50878\" aria-describedby=\"caption-attachment-50878\" style=\"width: 685px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Datamatch-data-cleaning.png\"><img decoding=\"async\" class=\"wp-image-50878 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Datamatch-data-cleaning.png\" alt=\"Datamatch\" width=\"685\" height=\"308\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Datamatch-data-cleaning.png 1044w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Datamatch-data-cleaning-300x135.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Datamatch-data-cleaning-1024x461.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Datamatch-data-cleaning-768x346.png 768w\" sizes=\"(max-width: 685px) 100vw, 685px\" \/><\/a><figcaption id=\"caption-attachment-50878\" class=\"wp-caption-text\"><a href=\"https:\/\/dataladder.com\/products\/datamatch-enterprise\/\"><em>Source<\/em><\/a><\/figcaption><\/figure>\r\n<p><span data-preserver-spaces=\"true\">DataMatch is a no-code data matching and cleaning tool. It comes with data discovery and profiling features that generate a quick snapshot of errors across your CRM. The tool leverages pattern matching and recognition technology to fix and standardize your data automatically.<\/span><\/p>\r\n<p><span data-preserver-spaces=\"true\"> It comes with an address verification feature that checks for valid addresses and updates missing information.<\/span><\/p>\r\n<p><strong>Pricing: <\/strong><span data-preserver-spaces=\"true\">Available on request<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><strong>3. Melissa Clean Suite<\/strong><\/span><\/h3>\r\n<figure id=\"attachment_50879\" aria-describedby=\"caption-attachment-50879\" style=\"width: 685px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Melissa-data-cleaning.png\"><img decoding=\"async\" class=\"wp-image-50879 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Melissa-data-cleaning.png\" alt=\"Melissa Data Cleaning software\" width=\"685\" height=\"299\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Melissa-data-cleaning.png 1327w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Melissa-data-cleaning-300x131.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Melissa-data-cleaning-1024x447.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Melissa-data-cleaning-768x335.png 768w\" sizes=\"(max-width: 685px) 100vw, 685px\" \/><\/a><figcaption id=\"caption-attachment-50879\" class=\"wp-caption-text\"><a href=\"https:\/\/www.melissa.com\/lp\/dirty-laundry\"><em>Source<\/em><\/a><\/figcaption><\/figure>\r\n<p><span data-preserver-spaces=\"true\">Melissa Clean Suite is a dedicated data quality platform for Salesforce and Microsoft Dynamics 365 platforms. It provides real-time data cleansing, which keeps bad data out of your CRM. It also automates scheduled data cleaning without manual intervention. Other notable features include address validation, e<a href=\"https:\/\/www.engagebay.com\/blog\/bounce-rates-email-deliverability\/\">mail deliverability<\/a> score, and custom reports.<\/span><\/p>\r\n<p><span data-preserver-spaces=\"true\"><strong>Pricing:<\/strong>&nbsp;<\/span><span data-preserver-spaces=\"true\">Melissa Clean Suite offers 4 plans ranging from $11,000 to $39,000 a year. It has a free plan for small businesses, too.&nbsp;&nbsp;<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><strong>4. Zoominfo OperationsOS<\/strong><\/span><\/h3>\r\n<figure id=\"attachment_50880\" aria-describedby=\"caption-attachment-50880\" style=\"width: 687px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/operationsos-data-cleaning.png\"><img decoding=\"async\" class=\"wp-image-50880 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/operationsos-data-cleaning.png\" alt=\"OperationsOS\" width=\"687\" height=\"319\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/operationsos-data-cleaning.png 1298w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/operationsos-data-cleaning-300x139.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/operationsos-data-cleaning-1024x475.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/operationsos-data-cleaning-768x356.png 768w\" sizes=\"(max-width: 687px) 100vw, 687px\" \/><\/a><figcaption id=\"caption-attachment-50880\" class=\"wp-caption-text\"><a href=\"https:\/\/www.zoominfo.com\/solutions\/operations\"><em>Source<\/em><\/a><\/figcaption><\/figure>\r\n<p><span data-preserver-spaces=\"true\">Zoominfo OperationsOS is another integrated data management platform offering one-stop data cleansing, enrichment, and management. It standardizes data fields, cleans up formatting, and enriches data from multiple vendors in seconds. In addition to the standard CRM data cleanup features, OperationsOS also offers&nbsp;<\/span><a class=\"editor-rtfLink\" href=\"https:\/\/www.engagebay.com\/blog\/lead-scoring-guide\/\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">lead scoring and routing<\/span><\/a><span data-preserver-spaces=\"true\">&nbsp;functions.<\/span><\/p>\r\n<p><span data-preserver-spaces=\"true\"><strong>Pricing:<\/strong> Available on request<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><strong>5. Demand Tools<\/strong><\/span><\/h3>\r\n<figure id=\"attachment_50881\" aria-describedby=\"caption-attachment-50881\" style=\"width: 695px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/DemandTools-data-cleansing-e1700738720651.png\"><img decoding=\"async\" class=\"wp-image-50881 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/DemandTools-data-cleansing-e1700738720651.png\" alt=\"DemandTools\" width=\"695\" height=\"343\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/DemandTools-data-cleansing-e1700738720651.png 1325w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/DemandTools-data-cleansing-e1700738720651-300x148.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/DemandTools-data-cleansing-e1700738720651-1024x506.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/DemandTools-data-cleansing-e1700738720651-768x380.png 768w\" sizes=\"(max-width: 695px) 100vw, 695px\" \/><\/a><figcaption id=\"caption-attachment-50881\" class=\"wp-caption-text\"><a href=\"https:\/\/www.validity.com\/demandtools\/\"><em>Source<\/em><\/a><\/figcaption><\/figure>\r\n<p><span data-preserver-spaces=\"true\">This is another great option for Salesforce or Microsoft Dynamics 365 CRM users. It has everything you\u2019d expect from a data cleaning and management tool. If you need more features, simply integrate its two other modules that provide comprehensive verification and data management capabilities.<\/span><\/p>\r\n<p><span data-preserver-spaces=\"true\"><strong>Pricing:<\/strong> Starts at $10 per user per month.&nbsp;<\/span><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/\">Read also: What are CRM Systems? (Benefits and Challenges)<\/a><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><span style=\"color: #339966;\"><strong>Conclusion<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span data-preserver-spaces=\"true\">For data cleansing to be effective, you need a CRM that can support multiple integrations, flexible permissions, and bulk uploads. <a href=\"https:\/\/www.engagebay.com\/\">EngagBay<\/a> fits the bill on all these aspects. It has an extensive <\/span><a class=\"editor-rtfLink\" href=\"https:\/\/www.engagebay.com\/integrations\/\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">integration library<\/span><\/a><span data-preserver-spaces=\"true\">&nbsp;that allows you to sync specialized tools for data management. <\/span><\/p>\r\n<p><span data-preserver-spaces=\"true\">It lets you assign team members to monitor the data cleansing process and validate results. Finally, it integrates the clean data quickly and effectively. What\u2019s more, the all-in-one sales, marketing, and customer support software is free to use. Try it out &#8211; you have nothing to lose!<\/span><\/p>\r\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_6268678992035840' data-id='6268678992035840'><\/div>\r\n\r\n<div class=\"schema-faq wp-block-yoast-faq-block\">\r\n<div id=\"faq-question-1756108825202\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\">Frequently Asked Questions: CRM Data Cleaning Guide<\/strong>\r\n<p class=\"schema-faq-answer\">&nbsp;<\/p>\r\n<\/div>\r\n<div id=\"faq-question-1756108841498\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\"><strong>1. How can I identify dirty data in my CRM?<\/strong><\/strong>\r\n<p class=\"schema-faq-answer\">Look for duplicates, missing fields, outdated entries, and inconsistent formatting. Duplicate records, blank data, old contact info, or non-standard formats signal the need for cleaning.<\/p>\r\n<\/div>\r\n<div id=\"faq-question-1756108869839\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\"><strong>2. What\u2019s a good starting checklist for CRM data cleaning?<\/strong><\/strong>\r\n<p class=\"schema-faq-answer\">Begin by identifying errors, standardizing format, removing duplicates, enriching missing information, and establishing repeatable data-management processes to sustain quality.<\/p>\r\n<\/div>\r\n<div id=\"faq-question-1756108889474\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\"><strong>3. How do I keep CRM data clean long-term?<\/strong><\/strong>\r\n<p class=\"schema-faq-answer\">Automate data capture with validated, mandatory fields, and establish a clear data governance framework\u2014defining quality standards, cleansing practices, reporting, and team training to maintain hygiene.<\/p>\r\n<\/div>\r\n<div id=\"faq-question-1756108909280\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\"><strong>4. What tools help with CRM data cleaning?<\/strong><\/strong>\r\n<p class=\"schema-faq-answer\">Choose tools offering deduplication, validation, enrichment, bulk processing, API support, address\/email checks, and reporting\u2014like WinPure, DataMatch, Melissa Clean Suite, ZoomInfo OperationsOS, or DemandTools.<\/p>\r\n<\/div>\r\n<div id=\"faq-question-1756108927881\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\"><strong>5. Why does CRM data cleaning matter for sales and marketing?<\/strong><\/strong>\r\n<p class=\"schema-faq-answer\">It ensures accurate segmentation, reliable reporting, streamlined workflows, and lower acquisition costs\u2014by preventing misdirected outreach, faulty strategies, and inefficient follow-ups.<\/p>\r\n<\/div>\r\n<\/div>\r\n","protected":false},"excerpt":{"rendered":"<p>How often do you spend time on CRM data cleaning? If you answered about once a year, you\u2019re probably not [&hellip;]<\/p>\n","protected":false},"author":52,"featured_media":51065,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[120],"tags":[8579,8926,8927,8848],"class_list":["post-50870","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","tag-crm-data","tag-crm-data-cleaning","tag-crm-data-management","tag-customer-data-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.3 (Yoast SEO v25.3.1) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>CRM Data Cleaning Guide: Step-by-Step Tips &amp; Best Practices<\/title>\n<meta name=\"description\" content=\"CRM Data Cleaning Guide: Learn step-by-step how to clean, validate, and maintain accurate CRM data with our proven tips, checklist, and best practices.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.engagebay.com\/blog\/crm-data-cleaning-guide\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM Data Cleaning Guide: Step-by-Step CRM Data Cleaning Tips &amp; Best Practices\" \/>\n<meta property=\"og:description\" content=\"CRM Data Cleaning Guide: Learn step-by-step how to clean, validate, and maintain accurate CRM data with our proven tips, checklist, and best practices.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.engagebay.com\/blog\/crm-data-cleaning-guide\/\" \/>\n<meta property=\"og:site_name\" content=\"EngageBay - All-in-one marketing, sales, and service\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/engagebay\" \/>\n<meta property=\"article:published_time\" content=\"2025-08-25T04:00:13+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-12-09T06:44:21+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/crm-data-cleaning.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Calvin Rodrigues\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@engagebay\" \/>\n<meta name=\"twitter:site\" content=\"@engagebay\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Calvin Rodrigues\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"14 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/crm-data-cleaning-guide\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/crm-data-cleaning-guide\/\"},\"author\":{\"name\":\"Calvin Rodrigues\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/89d2897d503b785aa99a630e2aaf0ab5\"},\"headline\":\"CRM Data Cleaning Guide: Step-by-Step CRM Data Cleaning Tips &#038; 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