CRM Cleanup & Internal Process Documentation Support
Starting at
$
2,500
About this service
Summary
I help teams clean up messy CRM data and document how records, notes, and tasks are actually used so work stops getting missed. My background is as a hands-on CRM end user in sales and compliance-driven environments, not backend administration. I focus on clear scope, async work, and leaving systems cleaner than I found them.
What's included
CRM Data Cleanup & Standardization
Clean up duplicate and inconsistent records, standardize key fields, organize notes and tasks, and ensure CRM data is accurate and usable for daily work.
CRM Usage Guidelines (Documentation)
Clear, written guidelines outlining how records, notes, tasks, and statuses should be used so the CRM stays clean and work doesn’t get missed.
Summary & Handoff
A summary of what was cleaned, what standards were applied, and recommendations for maintaining the system after project completion.
Duration
2 weeks
Skills and tools
Industries
Professional Services