Empirintel | Empirical Intelligence

CRM Cleanup & Foundation

  • CRM Cleanup & Foundation
Empirintel

CRM Cleanup & Foundation

Clean data. Clear process. A CRM your team will actually use.

If your HubSpot has become a mess of duplicate contacts, half-finished properties, and pipelines no one trusts — this is the fix.

Start with a Health Check >

The problem

“There are three contacts for the same person.” “Sales keeps their pipeline in a spreadsheet.” “We’ve got 400 custom properties — most of them empty.” “I don’t know if this deal is real.”

A CRM only works if people trust the data. Right now, yours doesn’t.

What you get

Property and data clean-up

Audit of every contact, company, and deal property. Consolidation of duplicates. Removal of clutter. A clear, minimal property set that actually gets used.

Pipeline structure

Sales pipeline rebuilt to match how your team actually sells. Stage definitions everyone agrees on. Probability and forecasting that mean something.

Lifecycle automation

Lead, MQL, SQL, Customer — set up so contacts move through them automatically, based on what's actually happening, not someone remembering to update a field.

Sales alignment

Field-level definitions, required fields at the right stages, and a workflow your sales team will follow because it's easier than not following it.

A handover document

What was changed, why, and how to maintain it. So nothing falls apart the moment we leave.

How it works

1

Audit

What's there, what's broken, what's worth keeping.

2

Cleanup plan

Agreed with you before any data changes.

3

Execution

Done in stages, with rollback plans.

4

Handover and adoption

Short training session for the team, written documentation.

Why this matters

A clean CRM isn’t a vanity project. It’s the foundation everything else sits on.

Reporting that reflects reality. Automation that actually fires correctly. Sales reps who trust the system enough to use it. Forecasts you can defend.

Without it, every other HubSpot project is built on sand.

Start with a Health Check to scope this properly.

The cleanup work needed depends on what’s actually in your portal. The Health Check tells us — and tells you — what we’re dealing with before any money changes hands.