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CRM database cleanse

Cleansing over 80,000 CRM records

We helped a firm cleanse their extensive customer data records, improving the quality of their data with minimal downtime.

Effective migration

We cleansed and reformatted the CRM database before migration, ensuring the successful upload of data to the new system.

Rapid turnaround

The client received their clean data back within two days, saving them weeks of time trying to clean the data and check it for exceptions manually.

Speed and quality

Who said you can’t have both? We were able to identify company contact numbers for thousands of contacts with missing information.

The brief

The client wanted to migrate contact records from their legacy CRM to an all-new system. The new system required a different data format, so we used this opportunity to cleanse, format and validate all entries.

The solution

We defined a clear set of rules and logic for cleaning the data, including removing unwanted characters, duplicate or non-numeric entries, standardising UK numbers (preserving leading 0s and replacing +44 where appropriate), verifying trusted numbers, and completing or reconciling incomplete records.

Our VBA team combined existing modules with custom scripts to automate the process in Excel. By automating data cleansing and UK number validation, we delivered a clean, reliable dataset — fast and at scale.

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Case studies

All Case Studies

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