CRM Quality Audit: audit, clean & enrich your data

“We exported 4,200 records before the audit. ClientWise came back with 900 flagged as duplicates, 600 with outdated job titles, and 300 with no contact data at all. After importing the cleaned file, our outbound reply rate went from 2.8% to 6.1% within a month. The health report also made it very easy to explain to the board why our numbers had been soft.”

“We’d been putting off a CRM cleanup for two years. The scoping call took 25 minutes, SOW landed that afternoon, and the cleaned export was back in our CRM within a week. Pipeline accuracy improved immediately — our forecast variance dropped from 35% to under 12%. Wish we’d done it sooner.”

“We had 6,000 contacts and no idea which ones were still valid. The health check flagged 2,100 job changes we’d missed and 800 duplicate pairs we didn’t know existed. Conversion rate jumped 22% the quarter after we imported the cleaned file.”

“Handed them a messy HubSpot export on Monday. Got back a fully deduplicated, enriched database by Friday. No onboarding deck, no kickoff meetings, no ‘discovery phase.’ Just results. First time a vendor has actually made my life easier instead of adding meetings to my calendar.”

“The quality scores were the thing that changed everything for us. Instead of treating every contact the same, our SDRs started prioritising records scored 75+ and ignoring anything below 40. Reply rates doubled in the first month without sending a single extra email.”

“We exported 4,200 records before the audit. ClientWise came back with 900 flagged as duplicates, 600 with outdated job titles, and 300 with no contact data at all. After importing the cleaned file, our outbound reply rate went from 2.8% to 6.1% within a month. The health report also made it very easy to explain to the board why our numbers had been soft.”

“We’d been putting off a CRM cleanup for two years. The scoping call took 25 minutes, SOW landed that afternoon, and the cleaned export was back in our CRM within a week. Pipeline accuracy improved immediately — our forecast variance dropped from 35% to under 12%. Wish we’d done it sooner.”

“We had 6,000 contacts and no idea which ones were still valid. The health check flagged 2,100 job changes we’d missed and 800 duplicate pairs we didn’t know existed. Conversion rate jumped 22% the quarter after we imported the cleaned file.”

“Handed them a messy HubSpot export on Monday. Got back a fully deduplicated, enriched database by Friday. No onboarding deck, no kickoff meetings, no ‘discovery phase.’ Just results. First time a vendor has actually made my life easier instead of adding meetings to my calendar.”

“The quality scores were the thing that changed everything for us. Instead of treating every contact the same, our SDRs started prioritising records scored 75+ and ignoring anything below 40. Reply rates doubled in the first month without sending a single extra email.”

“We exported 4,200 records before the audit. ClientWise came back with 900 flagged as duplicates, 600 with outdated job titles, and 300 with no contact data at all. After importing the cleaned file, our outbound reply rate went from 2.8% to 6.1% within a month. The health report also made it very easy to explain to the board why our numbers had been soft.”

“We’d been putting off a CRM cleanup for two years. The scoping call took 25 minutes, SOW landed that afternoon, and the cleaned export was back in our CRM within a week. Pipeline accuracy improved immediately — our forecast variance dropped from 35% to under 12%. Wish we’d done it sooner.”

“We had 6,000 contacts and no idea which ones were still valid. The health check flagged 2,100 job changes we’d missed and 800 duplicate pairs we didn’t know existed. Conversion rate jumped 22% the quarter after we imported the cleaned file.”

“Handed them a messy HubSpot export on Monday. Got back a fully deduplicated, enriched database by Friday. No onboarding deck, no kickoff meetings, no ‘discovery phase.’ Just results. First time a vendor has actually made my life easier instead of adding meetings to my calendar.”

“The quality scores were the thing that changed everything for us. Instead of treating every contact the same, our SDRs started prioritising records scored 75+ and ignoring anything below 40. Reply rates doubled in the first month without sending a single extra email.”

“We tried ZoomInfo, Apollo, Lusha — none of them got UK data right. ClientWise nailed Companies House matching on the first pass. Every record came back with a source log showing exactly where the data came from. First time our compliance team signed off without pushback.”

“Our Salesforce had 8,000 contacts accumulated over four years. The health check found that 31% were effectively useless — wrong company, bounced email, or no phone number. After the cleanup, our pipeline coverage ratio finally reflected reality instead of fantasy.”

“Fixed-price, no contract, delivered in a week. Wish every vendor operated like this. We’ve now run three health checks with them as our database has grown. Each time the process is faster because the baseline keeps improving.”

“The audit found 1,200 contacts with no job title and 400 with generic ‘info@’ emails. After enrichment, 85% of those records became sequenceable. That’s pipeline we were sitting on for months without knowing it.”

“We’d just merged two CRMs after an acquisition and the overlap was chaos. ClientWise deduplicated 3,400 records, resolved 600 conflicts, and gave us one clean master file. What we thought would take a quarter took a week.”

“We tried ZoomInfo, Apollo, Lusha — none of them got UK data right. ClientWise nailed Companies House matching on the first pass. Every record came back with a source log showing exactly where the data came from. First time our compliance team signed off without pushback.”

“Our Salesforce had 8,000 contacts accumulated over four years. The health check found that 31% were effectively useless — wrong company, bounced email, or no phone number. After the cleanup, our pipeline coverage ratio finally reflected reality instead of fantasy.”

“Fixed-price, no contract, delivered in a week. Wish every vendor operated like this. We’ve now run three health checks with them as our database has grown. Each time the process is faster because the baseline keeps improving.”

“The audit found 1,200 contacts with no job title and 400 with generic ‘info@’ emails. After enrichment, 85% of those records became sequenceable. That’s pipeline we were sitting on for months without knowing it.”

“We’d just merged two CRMs after an acquisition and the overlap was chaos. ClientWise deduplicated 3,400 records, resolved 600 conflicts, and gave us one clean master file. What we thought would take a quarter took a week.”

“We tried ZoomInfo, Apollo, Lusha — none of them got UK data right. ClientWise nailed Companies House matching on the first pass. Every record came back with a source log showing exactly where the data came from. First time our compliance team signed off without pushback.”

“Our Salesforce had 8,000 contacts accumulated over four years. The health check found that 31% were effectively useless — wrong company, bounced email, or no phone number. After the cleanup, our pipeline coverage ratio finally reflected reality instead of fantasy.”

“Fixed-price, no contract, delivered in a week. Wish every vendor operated like this. We’ve now run three health checks with them as our database has grown. Each time the process is faster because the baseline keeps improving.”

“The audit found 1,200 contacts with no job title and 400 with generic ‘info@’ emails. After enrichment, 85% of those records became sequenceable. That’s pipeline we were sitting on for months without knowing it.”

“We’d just merged two CRMs after an acquisition and the overlap was chaos. ClientWise deduplicated 3,400 records, resolved 600 conflicts, and gave us one clean master file. What we thought would take a quarter took a week.”