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SQLPythonCRMData
CRM Data Migration & Cleanup
Led a full CRM migration from legacy systems, cleaning 50k+ records and building automated validation pipelines.
92%Duplicates removed
98.5%Data accuracy
60%Faster reporting
Project visual
Overview
A complete overhaul of the client relationship management system, migrating from a legacy platform to a modern CRM with clean, validated data.
The Problem
The existing CRM contained 50,000+ records with inconsistent formatting, duplicate entries, and missing fields, making reporting unreliable.
Approach
Built Python scripts to deduplicate and standardize records, created SQL validation queries, and designed a phased migration plan with rollback capabilities.
Tools Used
PythonSQLSalesforcePandasExcel
Outcomes
- Reduced duplicate records by 92%
- Improved data accuracy to 98.5%
- Cut reporting generation time by 60%
Learnings
Data quality is a team sport. The technical migration was only half the battle -- getting stakeholder buy-in on new data entry standards was equally critical.