Door categorieën bladeren
Ontdekken
Fiverr Pro
Nederlands
$
USD
I will clean, deduplicate, and format salesforce or hubspot CRM data for import
Excel Data Cleaning and Formating Specialist
Hi, I'm Fahad, an Excel Data Cleaning & Formatting Specialist. I help turn messy, unorganized spreadsheets into clean, accurate, and easy-to-use data for better usability. I focus on accuracy, confide...
Over deze dienst
"Every hour your team spends fixing data is an hour they aren't closing deals."
Is your CRM full of duplicates, inconsistent formatting, and "bad data"? Dirty CRM data leads to: Lost leads, Incorrect reports, Failed automation, Wasted marketing budget. I optimize Salesforce & HubSpot CRM data to improve reporting accuracy, eliminate duplicates, and prepare your database for seamless import.
What I Can Do For You
- Deduplication: Identifying and merging duplicate leads, contacts, or accounts.
- Data Standardization: Formatting phone numbers (e.g., +1-XXX), addresses, and names (Proper Case).
- Data Validation: Checking for valid email formats and fixing syntax errors.
- Field Mapping: Organizing your Excel/CSV headers to align perfectly with Salesforce or HubSpot properties.
- Bulk Cleanup: Handling thousands of rows using advanced Excel/Power Query techniques.
Why Choose Me?
- CRM Expertise: I understand how objects and properties work in HubSpot and Salesforce.
- Data Security: I treat your sensitive business information with the highest level of confidentiality.
- Accuracy Guaranteed: I provide a summary report of all changes made.
Stop fighting with your spreadsheet and start selling.
Mijn portfolio
Veelgestelde vragen
Can you handle large datasets with over 10,000 rows?
Absolutely. I use advanced Excel functions and Power Query to process bulk CRM data efficiently. Whether you have 500 or 15,000 records, I ensure every row is standardized and Salesforce or HubSpot ready.
Will you merge duplicates or just delete them?
My deduplication process is thorough. I don't just delete; I identify the "Master Record" based on your criteria (e.g., most recent activity) to ensure no valuable data is lost during the cleanup.
Can you map my Excel headers to HubSpot or Salesforce properties?
Yes, Field Mapping is included in my Standard and Premium packages. I will align your spreadsheet headers perfectly with your specific CRM objects to prevent any "Import Failed" errors.
Do you provide a report of the changes made?
Yes! Transparency is key. Every delivery includes a "Data Audit Summary" detailing exactly how many duplicates were merged, how many emails were validated, and any formatting fixes applied to your CRM import file.
What is included in your Revision Policy?
I offer a Zero-Error Guarantee. This covers: Accuracy: I'll fix any missed duplicates or formatting errors. Import Support: Fast fixes if your CRM rejects the file due to mapping errors. Logic Tweaks: I’ll update the "Master Record" rules for you. "Note: Excludes adding new data or rows."
What happens if the data won't import?
Don't worry! My revisions include Import Support. If Salesforce or HubSpot rejects the file due to a mapping error I overlooked, I will provide a corrected file within 12 hours. I work with you until the data is successfully in your system. (Premium Package)
Is my business data secure with you?
100%. Data privacy is my top priority. I am happy to sign an NDA if required, and I delete all client files from my local system once the order is completed and approved.
Reviews
1 reviews van deze dienst
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Specificering van de beoordeling
- Communicatieniveau van de freelancer
- Kwaliteit van de levering
- Waarde van de levering
Sorteer op
Meest relevant
P pablo1565
Verenigde Staten
Everything was completed correctly in a timely manner
US$ 50
Prijs
1 dag
Looptijd
F 
Reactie van de freelancer
Nuttig?
Reviews
1 reviews van deze dienst
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Specificering van de beoordeling
- Communicatieniveau van de freelancer
- Kwaliteit van de levering
- Waarde van de levering
Sorteer op
Meest relevant
P pablo1565
Verenigde Staten
Everything was completed correctly in a timely manner
US$ 50
Prijs
1 dag
Looptijd
F Reactie van de freelancer
Nuttig?
