UseCases

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Clean Up and Maintain Your CRM

SoTalented Team

Feb 14, 2026

Your CRM is a mess. Duplicate contacts, outdated information, missing fields. Get a dedicated person to clean it up and keep it that way so your sales team can actually sell.

Your CRM is a mess. Duplicate contacts, outdated information, missing fields. Get a dedicated person to clean it up and keep it that way so your sales team can actually sell.

For Solo Founders, Startups & Scale-ups

The Situation

Your CRM was supposed to be your single source of truth. Instead, it's a graveyard of duplicate contacts, outdated phone numbers, and leads that went cold two years ago. Your sales team wastes hours searching for the right contact or calling numbers that don't work. Reports are unreliable because the underlying data is garbage.

You know it needs fixing, but who has time? Your salespeople should be selling, not doing data entry. And every week that passes, the mess gets worse as new data piles on top of the old chaos.

How SoTalented Helps

We provide a dedicated CRM specialist who cleans up your existing data and keeps it pristine going forward. They work directly in your CRM (Salesforce, HubSpot, Pipedrive, or whatever you use), following your data standards and business rules.

This isn't a one-time cleanup that deteriorates within months. It's ongoing maintenance that ensures your CRM stays reliable, so your sales team can trust the data and your reports actually mean something.

Tasks They Handle

CRM maintenance is more than just merging duplicates. Here's what your dedicated specialist takes care of:

  • Identifying and merging duplicate contacts and companies

  • Enriching records with missing information (titles, phone numbers, LinkedIn profiles)

  • Standardizing data formats (company names, addresses, industries)

  • Updating outdated contact information

  • Removing bounced emails and invalid phone numbers

  • Tagging and segmenting contacts based on your criteria

  • Maintaining lead scoring accuracy

  • Creating and updating custom fields and properties

  • Generating data quality reports

  • Importing and cleaning new data from events, purchases, or integrations

Why SoTalented

CRM work requires attention to detail and consistency. Here's why companies trust us with their customer data:

  • Works from a Grade A office - Secure environment with proper data handling protocols, not someone working from a coffee shop with your customer database open

  • We handle payroll, compliance, and equipment - One partner, one invoice. No managing another contractor relationship

  • 30-day replacement guarantee - If someone isn't the right fit for your data standards, we find you someone new at no extra cost

The Result

Companies that invest in dedicated CRM maintenance typically see:

  • 30% increase in sales productivity - Reps spend time selling, not searching for correct contact info

  • Accurate reporting - Finally trust your pipeline numbers and forecasts

  • Higher email deliverability - Clean lists mean fewer bounces and better sender reputation

  • Improved lead response times - When data is organized, leads don't fall through the cracks

See how the numbers work for your situation with our ROI calculator.

CRMs We Work With

Our specialists have experience across all major platforms:

  • Salesforce

  • HubSpot

  • Pipedrive

  • Zoho CRM

  • Monday Sales CRM

  • Freshsales

  • Close

  • And others

Pricing

Starting from $1,500/month, all-inclusive.

This covers a dedicated specialist, office space, equipment, and our management overhead. For larger databases or more complex CRM setups, we can scope a team. See full pricing details.

Is This Right for You?

This use case is ideal for:

  • Solo founders whose CRM has become a dumping ground and need someone to make it useful again

  • Startups scaling their sales team and needing clean data to support growth

  • Scale-ups with years of accumulated data debt that's hurting sales efficiency

Want to understand everything that's included? Visit our What's Included page or see how we compare to freelancers and agencies.

Ready to Fix Your CRM?

Stop letting bad data cost you deals. Book a demo and we'll show you how to get a dedicated CRM specialist cleaning up your data within weeks.

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