CRM Data Hygiene & Cleanup Services

Stop Letting Bad Data Kill Your Sales Pipeline.

We transform your messy CRM from a cluttered database into a pristine, high-performance revenue engine. Achieve data clarity, boost sales productivity, and make decisions with confidence.

Clean My CRM Data Now
CRM Data Cleanup Visualization An abstract animation showing chaotic, tangled lines representing messy data being transformed into clean, organized, parallel lines representing clean data.

Trusted by Global Leaders to Deliver Data Clarity and Drive Growth

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Why Trust LiveHelpIndia with Your Most Valuable Asset?

Your CRM data is the lifeblood of your business. We treat it with the respect, security, and expertise it deserves to unlock its true revenue potential.

Enterprise-Grade Security

Your data's security is non-negotiable. As a SOC 2, ISO 27001, and CMMI Level 5 certified company, we adhere to the strictest global standards for data protection and privacy.

Measurable ROI, Fast

We don't just clean data; we create value. Our clients see tangible results like improved lead conversion, shorter sales cycles, and higher marketing campaign effectiveness within the first quarter.

AI-Powered Precision

Leveraging advanced AI and machine learning algorithms, we identify complex patterns, duplicates, and inaccuracies that manual efforts miss, ensuring a higher degree of data integrity at scale.

Dedicated Data Experts

You get a dedicated team of vetted, in-house data specialists, not freelancers. Our experts become an extension of your team, understanding your business rules and objectives.

Customized Data Playbooks

One size never fits all. We develop a bespoke data hygiene and governance playbook tailored specifically to your CRM instance, industry, and unique business processes.

Ongoing Data Stewardship

Data decay is a constant battle. We offer ongoing monitoring and maintenance services to ensure your CRM remains a source of truth long after the initial cleanup project is complete.

Compliance Confidence

Navigate complex regulations like GDPR and CCPA with ease. We help ensure your customer data is accurate, up-to-date, and compliant, mitigating legal and financial risks.

20+ Years of Experience

Since 2003, we've been helping businesses optimize their operations. Our deep experience translates into proven methodologies and a seamless, predictable delivery process for you.

Seamless Integration

Our teams are proficient with all major CRM platforms. We work directly within your environment or through secure data transfers, ensuring minimal disruption to your daily operations.

Our Comprehensive CRM Data Hygiene Services

From foundational cleanup to strategic, ongoing governance, we provide a full spectrum of services to restore and maintain the health of your CRM.

Duplicate Detection & Merging

Eliminate redundant contact, account, and opportunity records that confuse sales reps and skew reporting. We use fuzzy logic and custom rules to accurately identify and merge duplicates.

  • Reduce sales team confusion and wasted effort.
  • Improve accuracy of sales forecasts and pipeline reports.
  • Create a single, unified view of each customer.

Data Standardization & Normalization

Inconsistent data formats are a silent killer of efficiency. We standardize job titles, addresses, phone numbers, and custom fields to ensure consistency and enable reliable segmentation.

  • Enable precise audience segmentation for marketing.
  • Improve lead routing and territory assignment accuracy.
  • Ensure professional and consistent communications.

Data Validation & Verification

Stop wasting resources on dead-end leads. We validate email addresses, phone numbers, and physical addresses in real-time or in bulk to remove invalid information from your database.

  • Drastically reduce email bounce rates and improve deliverability.
  • Increase sales call connection rates.
  • Lower marketing spend on undeliverable campaigns.

Data Enrichment & Appending

Turn basic contact info into rich, actionable profiles. We append missing data points like company size, industry, revenue, social profiles, and technology usage to fuel your sales and marketing engines.

  • Improve lead scoring and prioritization.
  • Enable highly personalized marketing and sales outreach.
  • Uncover new cross-sell and upsell opportunities.

Lead-to-Account Matching & Hierarchy Building

Essential for any Account-Based Marketing (ABM) strategy. We correctly map all contact records to their parent accounts and build out complex corporate hierarchies.

  • Get a complete view of engagement across an entire account.
  • Prevent reps from contacting the same account unknowingly.
  • Strengthen your ABM execution and reporting.

Data Migration & Integration Cleanup

Moving to a new CRM or integrating a new tool? We ensure that only clean, standardized, and de-duplicated data makes the journey, preventing "garbage in, garbage out" scenarios.

  • Ensure a successful and on-budget CRM implementation.
  • Prevent legacy data issues from polluting your new system.
  • Maintain data integrity across your entire tech stack.

Compliance Audits & Updates (GDPR/CCPA)

Stay on the right side of data privacy laws. We audit your data for compliance, flag at-risk records, and help implement processes for managing consent and data subject requests.

  • Minimize the risk of costly fines and legal penalties.
  • Build trust with your customers by respecting their data rights.
  • Streamline your process for handling data deletion requests.

Ongoing Data Stewardship & Governance

Data hygiene is not a one-time fix. We establish a long-term governance program with automated rules, regular health checks, and a dedicated team to keep your data pristine.

  • Prevent the recurrence of bad data problems.
  • Maintain a high level of data quality continuously.
  • Foster a data-driven culture within your organization.

Inactive & Obsolete Data Archiving

A cluttered CRM slows down performance and users. We identify and securely archive outdated or irrelevant records, improving system speed and user focus.

  • Improve CRM performance and search speeds.
  • Focus your teams on active and relevant prospects.
  • Reduce data storage costs and compliance scope.

Ready to Unlock the True Power of Your CRM?

Don't let bad data be the bottleneck to your growth. Schedule a free, no-obligation consultation with our data experts to get a complimentary health check of your CRM data.

Get My Free Data Health Check

Real-World Results from Our CRM Cleanup Services

We don't just promise clean data; we deliver measurable business impact. See how we've helped companies like yours turn their CRM into a revenue-generating machine.

Case Study: How a B2B SaaS Company Increased Sales Qualified Leads by 40%

Industry: Technology (SaaS)

Client Overview: A fast-growing B2B SaaS company specializing in project management software was struggling to scale its outbound sales efforts. Their HubSpot CRM was filled with thousands of duplicate records, incomplete lead information, and inconsistent data from years of rapid, unstructured growth. The sales team was wasting hours each day trying to verify information, and marketing campaigns were suffering from high bounce rates and poor segmentation.

"Our CRM was a black hole. We were flying blind. LiveHelpIndia didn't just clean our data; they gave us the clarity we needed to scale predictably. The impact on sales morale and our bottom line was immediate."

- David Chen, VP of Sales, ScaleUp SaaS Inc.
40%
Increase in Sales Qualified Leads (SQLs)
75%
Reduction in Email Bounce Rate
5
Hours Saved Per Sales Rep, Per Week

Case Study: Ensuring Compliance and Unlocking Cross-Sell Opportunities for a Financial Firm

Industry: Financial Services

Client Overview: A mid-sized wealth management firm was facing a dual challenge: ensuring their client data in Salesforce was compliant with new financial regulations and identifying hidden cross-sell opportunities across their diverse service lines (investment, insurance, estate planning). Their data was siloed, with multiple, conflicting records for the same high-net-worth individuals, making both compliance and strategic marketing nearly impossible.

"The regulatory risk was keeping me up at night. LiveHelpIndia's team not only got our data compliant but their enrichment process uncovered millions in potential new business. They are more than a vendor; they are a strategic partner."

- Maria Rodriguez, Chief Compliance Officer, SecureWealth Advisors
100%
Compliance with Data Regulations Achieved
22%
Increase in Cross-Sell Revenue
95%
Data Accuracy for Key Client Accounts

Case Study: Streamlining a Global Supply Chain with a Single Source of Truth

Industry: Manufacturing

Client Overview: A global manufacturing company with a complex network of suppliers, distributors, and direct customers was hampered by a fragmented view of their ecosystem in their Microsoft Dynamics 365 CRM. Duplicate accounts for the same partner companies led to incorrect pricing, shipping errors, and a frustrating partner experience. They needed a unified, accurate view to optimize their supply chain and partner management.

"We had three different records for our largest distributor, each with different terms. It was chaos. LiveHelpIndia's account hierarchy and deduplication project was foundational. It fixed our operational headaches and let us finally see our business clearly."

- Mark Johnson, Director of Operations, Global Parts Corp
30%
Reduction in Order & Shipping Errors
50%
Faster Partner Onboarding Time
100%
Unified View of Top 100 Accounts

Our Proven 4-Step Data Hygiene Process

We follow a structured, transparent methodology to ensure predictable, high-quality outcomes with minimal disruption to your business.

1. Discovery & Audit

We start with a deep dive into your CRM, business processes, and data quality objectives. We perform a comprehensive data audit to identify key problem areas and establish baseline metrics.

2. Strategy & Rule Design

Based on the audit, we collaborate with you to design a custom data hygiene playbook. This includes defining rules for merging, standardizing, and validating data that are unique to your business.

3. Execution & Enrichment

Our team executes the playbook using a combination of AI-powered tools and expert manual review. We clean, standardize, de-duplicate, and enrich your data, providing regular progress reports.

4. Governance & Handover

After the cleanup, we deliver a final report and help you implement ongoing data governance processes and automated rules to maintain data quality long-term. Your CRM is now a reliable asset.

Proficient Across Your Entire Tech Stack

Our data specialists are experts in all major CRM platforms and data management tools, ensuring seamless integration with your existing environment.

Industry-Specific Data Expertise

We understand that data challenges are unique to each industry. Our experience spans a wide range of sectors, allowing us to apply relevant context to your data hygiene project.

SaaS & Technology
Financial Services & Insurance
Healthcare & Life Sciences
Manufacturing & Distribution
Real Estate & Property Management
E-commerce & Retail
Education & EdTech
Non-Profit Organizations

What Our Clients Say

Avatar for Aaron Welch

"The difference is night and day. Our sales forecast is finally accurate, and our marketing team can build segments they actually trust. LiveHelpIndia delivered on every promise."

Aaron WelchMarketing Operations Manager, Tech Innovators Inc.
Avatar for Abby Houston

"Outsourcing our data cleanup was the best decision we made this year. The security protocols were top-notch, and the team was incredibly professional. Highly recommended."

Abby HoustonDirector of Sales Ops, FinSecure Capital
Avatar for Abel Hammond

"We thought we had a handle on our data, but their initial audit was a real eye-opener. They identified and fixed issues we didn't even know we had. The ROI was clear within a month."

Abel HammondCRM Administrator, HealthBridge Solutions

Flexible Engagement Models That Fit Your Needs

Whether you need a one-time deep clean or an ongoing partnership, we have a model that works for you.

Project-Based Cleanup

Ideal for a one-time, comprehensive overhaul of your existing CRM data. We define a clear scope, timeline, and deliverables to get your database back in top shape.

Dedicated Data Team

For larger organizations with complex, ongoing data needs. You get a dedicated team of our data specialists who function as an extension of your in-house operations team.

Ongoing Retainer

The perfect solution for maintaining data quality over the long term. We provide continuous monitoring, regular cleanups, and governance support for a fixed monthly fee.

Frequently Asked Questions

Data security is our highest priority. We are SOC 2, ISO 27001, and CMMI Level 5 certified. All data is handled within secure, encrypted environments by our vetted, full-time employees who are bound by strict NDAs. We never use freelancers or subcontractors.

The timeline depends on the size and complexity of your database. A standard project for a mid-sized company can take anywhere from 4 to 8 weeks. We provide a detailed project plan with clear milestones after our initial data audit.

Our teams are proficient in all major CRM platforms, including Salesforce, HubSpot, Microsoft Dynamics 365, Zoho, Oracle NetSuite, and more. We can also work with custom or industry-specific CRM systems.

Data cleaning focuses on fixing inaccuracies within your existing data (e.g., correcting typos, removing duplicates, standardizing formats). Data enrichment involves appending new, valuable information to your records that you don't currently have (e.g., adding company size, industry, or job titles).

We work with you to establish key performance indicators (KPIs) before the project begins. ROI is typically measured through metrics like increased lead conversion rates, reduced email bounce rates, higher sales productivity (less time spent on manual data correction), and improved marketing campaign performance.

Start Building Your Revenue Engine on a Foundation of Clean Data

Every day you wait, bad data is costing you money and opportunities. Take the first step towards data clarity and predictable growth.

Fill out the form, and one of our data specialists will contact you to schedule a free, 30-minute consultation. We'll discuss your challenges and provide an initial assessment of your CRM data health.

  • No-obligation consultation
  • Complimentary data health overview
  • Actionable recommendations