DEDICATED ARCHITECTURE SERVICE
CRM Automation & Data Hygiene
Turn your CRM into an automated revenue engine rather than a neglected graveyard of stale contacts and manual spreadsheet exports.
The Operational Problem
Sales reps hate manual data entry. Contacts are missing phone numbers, companies aren't associated with deals, duplicate entries pile up, and deals sit in the wrong stages for months. Leadership cannot trust sales forecasts because the CRM data is out of date.
What This Automation Does
- ✓ Automated Contact Enrichment: Automatically extracts company size, domain, and LinkedIn metadata when an email is entered.
- ✓ Dynamic Stage Progression: When a contract is signed in PandaDoc or an invoice is paid in Stripe, the deal moves automatically to "Closed-Won".
- ✓ Deduplication Engine: Intelligently matches existing phone numbers and emails to update previous records instead of creating duplicate clutter.
- ✓ Stalled Deal Alerts: Alerts managers in Slack when a High Value opportunity has had no sales activity for 5 business days.
Platforms Used
HubSpot CRM, Salesforce, Pipedrive, GoHighLevel, n8n, Make.com, REST APIs, Webhooks.
Typical Timeline
1 to 3 weeks depending on historical database size and field mapping complexity.