Cleansing over 80,000 CRM records ready for a full system migration.
We helped a firm cleanse their extensive customer data records, improving the quality of their data with minimal downtime.
The brief
The client wanted to migrate contact records from their legacy CRM to an all-new system. The new system required a different data format, so we used this opportunity to cleanse, format and validate all entries.
Effective migration
We cleansed and reformatted the CRM database before migration, ensuring the successful upload of data to the new system.
Rapid turnaround
The client received their clean data back within two days, saving them weeks of time trying to clean the data and check it for exceptions manually.
Speed and quality
Who said you can't have both? We were able to identify company contact numbers for thousands of contacts with missing information.
The result
We agreed a clear set of rules, logic and principles to apply to cleaning up the data, including:
- Removing unwanted characters and symbols
- Replacing +44 dialling codes and preserving leading 0s
- Removing non-numeric entries
- Removing duplicate numbers within each record
- Verifying phone numbers trusted data
- Completing or matching incomplete and mismatched records
Our VBA developers used a mixture of our existing code modules and custom code to complete the operation. By automating data cleaning processes and UK phone number verification in Excel (using VBA) we were able to provide a clean set of data to the client in a short turnaround.
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