Auditing, pipeline review, cleanup and data entry, and enrichment combine into the 30-Day CRM Data & Pipeline Optimization. Optional monthly maintenance keeps them going. Each engagement is shaped by your CRM environment; items below are typical work and potential deliverables, not a fixed package.
Cleaning your CRM is only part of the process. Opticuity CRM identifies data problems, implements approved improvements, verifies the results, and offers ongoing maintenance to help keep your records organized over time.
30-Day CRM Data & Pipeline Optimization
One coordinated engagement designed to improve CRM data quality and pipeline visibility through documented findings, client-approved corrections, enrichment, and post-cleanup verification.
Ongoing Monthly CRM Maintenance
CRM records and pipelines change as your business grows. Our optional monthly maintenance service provides separate recurring data and pipeline audits and reports, approved corrections, enrichment, data entry, and agreed offline backups.
No public pricing. Scope, volumes, and deliverables for each phase are agreed in writing before work begins.
Identify duplicate records, missing information, inconsistent values, ownership gaps, and other data-quality issues through a structured assessment of your CRM.
AuditIdentifies and documents issues. No records are changed during an audit.
Review stale opportunities, inconsistent stages, incomplete records, missing owners, and other issues that can make pipeline information difficult to interpret.
ReviewReviews pipeline structure and records, then recommends next actions. No deals are moved or closed.
Address approved data-quality issues through standardized formatting, carefully reviewed duplicate handling, record corrections, and documented changes.
ExecuteCarries out only the corrections you have approved, within an agreed scope, and documents every change.
Identify incomplete records and evaluate opportunities to improve information quality using appropriately sourced, verifiable data and client-approved updates.
Recommend + executeRecommends source-backed updates first; applies verified updates only where authorized. Unverifiable fields stay unresolved.
An optional monthly continuation after the 30-day engagement: separate recurring data and pipeline audits and Health Reports, agreed data entry, approved pipeline corrections, ongoing enrichment, exception tracking, and an agreed offline backup.
RecurringOptional. Volumes, backup scope, and reporting are defined in the service agreement.
Most engagements begin with an audit. Tell us what you are seeing and we can discuss an appropriate scope.
