What It Is
CRM data hygiene is the ongoing work of keeping your customer and prospect records accurate and up to date. Contact information goes stale fast. People change jobs, companies move, phone numbers change. About 30 percent of your business contact data goes bad every year. If nobody is maintaining it, your team ends up calling wrong numbers, emailing dead addresses, and wasting time on companies that no longer exist. Overton automates this maintenance. It regularly checks your records against current data, fills in missing fields, flags duplicates, and updates information that has changed. The result is a CRM your team actually trusts and uses.
How It Works
- Overton connects to your CRM and runs a thorough check of every record to find gaps, duplicates, and outdated information
- Missing fields are filled in automatically using multiple verified data sources
- Duplicate records are identified and merged while keeping all important notes and history
- Ongoing monitoring catches records that go stale and refreshes them on a regular schedule
Who It's For
- Business owners who know their CRM is a mess but do not have time to clean it up
- Sales managers who lose deals because their team is working with outdated phone numbers and email addresses
- Operations managers who need accurate data for reporting, forecasting, and territory planning
- Any company that has been using a CRM for more than a year and has never done a data cleanup