Expert Data Cleaning: CRM Export Optimization for OutreachExpert Data Cleaning: CRM Export Optimization for Outreach
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Gayathri's avatar
Gayathri Tk
• 1d
Overview
A CRM export of 1,840 customer records with full names merged in one column, phone numbers in inconsistent formats, email addresses with trailing spaces and wrong cases. The data was unusable for mail merge, segmentation, or any automated outreach without a full cleanup pass.
Goal
1.Split "Full Name" into separate First Name and Last Name columns
2.Standardise all phone numbers to requested format
3.Clean email addresses, trim spaces, fix capitalisation, remove invalid entries
4.Apply table formatting, filters, and freeze panes for easy browsing
What I Did
1.Split Full Name into First Name & Last Name columns
2.Standardised all phone numbers to requested format
3.Cleaned email addresses, trimmed spaces & fixed casing
4.Unified date formats and applied table styling & filters
Data AnalysisData VisualizationMicrosoft Excel
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