Revenue operations

Clean the CRM before you migrate it

A migration does not fix bad CRM data. It moves the duplicate companies, stale contacts, broken ownership and inconsistent fields into a new system where they are often harder to unwind.

Profile before you clean

Start by measuring the record problems: duplicate rate, missing key fields, stale ownership, invalid lifecycle combinations and fields that are used inconsistently. A cleanup should be a set of explicit rules, not a mysterious script that “fixes the data.”

Separate safe normalization from judgment

Whitespace, capitalization and standardized formatting are different from deciding whether two companies should be merged or whether an old opportunity should be closed. The second kind of change needs business rules and often a human review queue.

Good Remedy keeps destructive moves behind client approval and returns a change log so the cleanup can be reconciled.

Use a test batch for the migration too

Once the source is cleaner, map destination fields and run a small import. Confirm record counts, field values, relationships and exceptions before moving the full dataset. “The import completed” is not a reconciliation.

When a one-time cleanup is enough

If the underlying entry rules are sound, a bounded cleanup may be all the business needs. If bad records immediately reappear, the next problem is governance or workflow, not another cleanup project. Good Remedy’s launch cleanup starts at $399 for up to 5,000 records.

Hand off the work, not the judgment.

If the job is defined enough to operate, Good Remedy can often take the recurring queue or bounded backlog off your team.

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Published by Good Remedy. First-engagement pricing is introductory where shown; standard pricing applies after the introductory engagement. Unusual complexity is confirmed before work begins. Examples are illustrative unless explicitly identified otherwise.