Use Cases — Sales

CRM Data Cleaner

Continuously monitors CRM data quality: identifies duplicate contacts, incomplete records, stale opportunities, and wrong account assignments — and proposes or executes corrections automatically.

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Billing unit

Per record cleaned

Pay only for the value delivered. No upfront cost.

The result

CRM data quality scores improve measurably within the first month. Reports are reliable. Reps actually trust the system and use it consistently.

The problem

What happens without this agent.

Before

CRM data degrades over time. Duplicates multiply, old deals stay open, contacts go stale. Reports become unreliable. Reps lose trust in the system.

How it works

Step by step: how the CRM Data Cleaner operates.

Every action is logged, auditable, and executed inside your Microsoft 365 environment. Nothing leaves your tenant.

  1. 1

    Agent runs a weekly full scan of the CRM database

  2. 2

    Flags duplicate contacts and accounts with merge recommendations

  3. 3

    Identifies opportunities with no activity in 30/60/90 days

  4. 4

    Detects missing mandatory fields: phone, email, company size, industry

  5. 5

    Auto-corrects formatting issues (phone numbers, email casing, country codes)

  6. 6

    Generates weekly data quality score report for CRM admin

Why it matters

Built for your Sales team.

The CRM Data Cleaner is designed specifically for Sales processes. It connects to your existing systems, works inside your Microsoft 365 environment, and delivers measurable results from day one.

  • Zero upfront cost

    Development is fully covered. You pay only per record cleaned, starting from the first one the agent handles.

  • Inside your perimeter

    The agent operates entirely within your Microsoft 365 tenant. No data is shared with third-party platforms.

  • Agreed metrics, transparent pricing

    Before deployment, we agree what success looks like and how much each action costs. No surprises.

  • Production-ready in weeks

    We scope, build, and deploy in a structured sprint. Your team sees results within the first billing cycle.

Before vs. After

Without the agent

CRM data degrades over time. Duplicates multiply, old deals stay open, contacts go stale. Reports become unreliable. Reps lose trust in the system.

With the agent

CRM data quality scores improve measurably within the first month. Reports are reliable. Reps actually trust the system and use it consistently.

FAQ

Common questions about the CRM Data Cleaner.

What does the CRM Data Cleaner do?
Continuously monitors CRM data quality: identifies duplicate contacts, incomplete records, stale opportunities, and wrong account assignments — and proposes or executes corrections automatically.
What is the business impact of the CRM Data Cleaner?
CRM data quality scores improve measurably within the first month. Reports are reliable. Reps actually trust the system and use it consistently.
How is the CRM Data Cleaner deployed?
The CRM Data Cleaner is deployed directly inside your Microsoft 365 environment. It integrates with your existing tools — Teams, SharePoint, your Sales systems — through secure MCP connectors. There is zero upfront cost: the agent is built to your specifications and you pay only per record cleaned.
How much does the CRM Data Cleaner cost?
The CRM Data Cleaner follows theywork365's pay-per-action model: you pay only per record cleaned, with no upfront development fee. Pricing is agreed before deployment based on your expected usage volume. This means the ROI is calculable from day one.
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