What this service solves
Improve one CRM dataset with explicit rules for matching and normalizing records. A dry run shows proposed changes before the reviewer approves a controlled batch. Ambiguous matches stay in the review set so the team can protect records that look alike but represent different people or organizations.
What you get
Reviewed cleanup batch
Approved changes are applied to one standard object and reconciled against the dry run.
Change report and recovery plan
The report lists applied, held, and skipped changes. The owner can see which backup and recovery steps apply to the batch.
What’s included
Profile one object
Profile the object for repeated identifiers, missing fields, and inconsistent values. Review a sample before choosing cleanup rules.
Draft match and normalization rules
Draft up to three rules and simulate what they would change, including how to choose surviving values and identify ambiguous matches.
Review and apply approved changes in a controlled batch
Apply the approved changes in one controlled batch. Compare observed outcomes with the simulation and record anything that requires follow-up.
How implementation works
Profile and back up
Export the agreed object, review its shape, and establish a backup and recovery path.
Simulate and review
Run a simulation and have the authorized reviewer approve or exclude proposed changes.
Apply approved changes and reconcile
Apply the approved batch, reconcile record counts and changed values, and deliver the report.
Technical considerations
- Surviving values and recovery
- Choose a surviving record and source values for each permitted cleanup rule. Check whether the CRM can reverse the type of operation under review. If the supported recovery path is inadequate, keep that change out of the batch until the owner agrees on a safe alternative.
Systems, inputs & prerequisites
Export access, approved examples, business merge rules, and an authorized reviewer.
- Export access, representative records with expected outcomes, and the business rules for conflicting values.
- An authorized reviewer and a CRM-supported recovery path for the types of change under consideration.
Starting scope & pricing
Base scope
One standard CRM object, up to 5,000 records, up to three cleanup rules, and one batch.
Illustrative workflow
Profile
Find repeated keys and group region values for review.
Dry run
Show which entries would change under the approved matching and normalization rules.
Apply batch
Apply approved changes and record records held for manual review.
Validation & handover
- Confirm that the source export, approved rules, and recovery path cover the planned changes before the batch begins.
- Compare dry-run examples for clear matches and held records with the reviewer's expected outcomes. Confirm only approved changes are selected.
- Reconcile applied and held counts after the batch, review representative changed values, and hand over the report and backup information.
Limitations & possible extras
Limitations
Enrichment, extra objects, and extensive manual review require separate scope. Merge and recovery behavior depends on the CRM. Ambiguous records stay for review.
Ambiguous merges remain for review. Permissions and a rollback path are required.
Possible extras
Data enrichment, extensive manual review, or multiple objects.
Questions about this service
Can you merge contacts that share a name?
A name can identify a candidate for manual review. Approve stronger matching evidence and rules for conflicting values before applying an automatic merge.
Will the dry run show which values are retained?
The dry run presents the proposed changes under the reviewed rules, including the values kept on representative records and candidates that need a decision.
What if the CRM cannot restore a merged record?
Check recovery for the planned operation before approval. Use a supported, recoverable change where possible and hold cases that need a different review or recovery plan.
Does the cleanup fill in missing information from external sources?
The starting batch uses the approved existing data and rules for one standard object. External enrichment, extensive manual review, or additional objects are separate work.