Fintech CRM Hygiene System
Data cleaning and enrichment automation for a financial technology startup.
Results
Context
A fintech startup had accumulated thousands of leads in their Salesforce CRM, but the data quality was poor. Duplicate records, outdated information, and missing contact details were hurting their email deliverability and sales efficiency.
The Bottleneck
Poor data quality was causing a 41% email bounce rate and making it impossible for the sales team to effectively prioritize and contact leads. Manual data cleaning would have taken months.
Our Solution
We created a Zapier-based system that continuously monitors and cleans CRM data, using ZoomInfo for enrichment and custom webhooks for real-time validation. The system deduplicates records, validates email addresses, and enriches missing company information.
Technology Stack
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