Merge the wrong records and you lose history and break the integrations quietly keying off them. The mess is fixable; botching the fix isn't. So we work sandbox-first, fully backed up, and reversible — nothing irreversible until you sign off. And we scope it from a read-only assessment, never a guess.
Read-only assessment first · firm cleanup quote after · your data is never touched until you say so
These are the recurring problems we find in real orgs — the same dimensions our assessment measures. Cleanup targets each one deliberately, in priority order.
Per-object and cross-object duplication, including fuzzy and near-matches — the same customer fragmented across many records.
The fields reporting and AI depend on, sitting empty. We fill, standardize, or retire them based on what's actually used.
Picklist sprawl and format chaos — "QC" vs "Québec" vs "Quebec." We consolidate to one trustworthy version.
Malformed emails, broken phone numbers, out-of-range values — the data that fails the moment you try to use it.
Orphaned records and severed links — Contacts with no Account, children pointing nowhere. We repair the structure.
Records and fields decaying quietly in the background, untouched for years. We surface it so you can decide what stays.
Cleaning a live CRM can damage the thing your business can least afford to lose. You shouldn't have to trust a promise. You should see the process. Here's ours.
Reversible at every step. Nothing irreversible without your sign-off.
Most data damage happens when someone runs a well-intentioned bulk update with no backup and no way back. We engineer the opposite: every step has a return path.
That's why cleanup is never our first move — we measure first, agree the plan, and keep the old state recoverable until you're certain.
It's tempting to want a flat "cleanup price" up front. We won't give you one — because no one can responsibly quote a cleanup without seeing the org first.
A cleanup quote depends entirely on what's actually in your org — how many duplicates, how tangled the relationships, how much of the mess is real versus abandonable. So every cleanup is scoped from our read-only assessment: it measures your data quality across six dimensions, and the cleanup is quoted from those findings. The assessment is flat-priced and bounded. The cleanup quote follows from real numbers — never a guess, never a surprise. The same assessment also tells you honestly whether cleaning is the smart move, or whether you'd be better off leaving Salesforce entirely.
The assessment is flat-priced and bounded. Your cleanup quote follows from what it finds — never a guess.
A one-time cleanup fixes today's mess; data drifts back without upkeep. Our optional Care Plan keeps duplicates, stale records, and inconsistencies from creeping back in after the initial cleanup — an ongoing add-on, not a separate engagement. We'll mention it once the cleanup scope is clear; it's never required.
The honest answers buyers want before committing to data work.
A read-only assessment shows you exactly what's broken and what it'll take to fix — then the cleanup is scoped from real findings, done safely, and reversible. No blind quotes, no risk to your data.