CRM data clean-up for Metricflow
Standardised and de-duplicated 20,000 CRM records. A case study by Maria Santos, Data Entry & Spreadsheet Specialist.
Challenge
Metricflow, a revenue analytics platform, could not segment its customers because of inconsistent country names, job titles and duplicate companies.
Solution
I standardised fields with lookup tables, merged duplicates carefully, filled gaps from public sources and documented the rules for future entries.