CRM clean-up for Shiftly
Cleaned 8,000 contacts and set up simple rules to keep the CRM tidy. A case study by Grace Wanjiru, Executive Virtual Assistant.
Challenge
Shiftly, a workforce scheduling app, had a CRM full of duplicates, missing fields and outdated contacts. Nobody trusted it.
Solution
I merged duplicates, researched and filled missing data, archived stale contacts and documented simple data-entry rules for the team.