CRM Clean-up Service Required!!

Post By admin

Project Title: CRM Clean-up Service Required!!

Project Description:
I am in a search of someone who can help me to clean my CRM.

Following are the tasks that need to be completed to clean the CRM:
– Verify and delete companies that are no longer in business.
– Update address information for all companies.
– Group by avenue (Madison, park, Lexington, etc.).
– Group by industry (financial, legal, technology etc).
– Clear all “next call” data which is past due.
– Copy paste company description from website if not present.
– Add the missing company website to the respective field.
– Update phone number for all companies.

Is this something you are capable to do? If yes, please let me know your quote.

Awaiting your response! Thanks!

For similar work requirements feel free to email us on

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  • 6 years ago Aria Finger

    We are looking for someone to clean up around ~7,000 records over an agreed upon period of time. You should have experience with Salesforce, specifically APTO experience.

    Please contact us with any questions and for more information.


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