Best Practices for CRM Data Cleaning and Management Tools

Karl G. · 2025-09-12 11:59:59.02879+00

Hey everyone, with AI projects in the starting block everywhere, *CRM management and data cleaning* has never been so detrimental. Duplicates, poor data or a lack of data, might lead to a lot of time and money waste, and in the meantime you're not winning opportunities you should have won. *Question: what are your best practices and tools for CRM cleaning?* We're starting to have best-in-class tools when it comes to data enrichment, but what about data clean, standardization, and duplicates management? Is there any practice/tool you would recommend? I'm sure AI powered solutions can be really efficient, but I haven't seen much of them so far. Happy to discuss :slightly_smiling_face:

Best Practices for CRM Data Cleaning and Management Tools | RevGenius

9 comments

· Sorted by Oldest

Brian Prokopowich
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Hi Karl, Happy ot have a quick conversation, I am the head of partnerships with B2BRocket.ai. Data current clean data is tricky, as most lead gen platform uses the same data providers; it all depends on the contract and how often it is updated. I know we update our data weekly and have enrichment tools that can update the old mail list. Our database and intent data are updated weekly as well. Happy to have a quick discussion if you like.
🙌2
Harshil B.
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Karl G. I will say clay is pretty good for crm cleaning and enrichment
Karl G.
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Hey Harshil B., how would you use Clay for cleaning? Any ressource on that?
Harshil B.
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I will first push the data inside the clay here are few tutorial for how to clean inside clay: CLean and normalize and also formulas are pretty great inside clay to clean up data. For complex cleaning you can use AI inside clay and give instructions on how you want your data to clean. Also they have feature to dedupe your data. Hope this helps Karl G.. Also there is a course on CRM enrichment
Karl G.
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Thank you so much Harshil! I'll dig into that and DM you if I have any question 🙂
Harshil B.
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Happy to help!
Vikas K.
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Hi Karl, We take up this problem end-to-end. From data quality assessment, enrichment, data modelling, data associations to metadata for AI readiness. We enable you to build Revenue Agents to further enrich CRM fields using unstructured data. DM me, if you are interested in knowing more.
Vincent
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Hi Karl G. I totally concur and agree with Harshil B. we start to see more and more companies using Clay as a connective tissue between tools to maximise the investment and increase ROI at scale. The main challenge many companies face is the poor level of interconnectivity between tools creating a lot of manual work and errors. Once Clay is integrated properly it helps you maximise your data provider investment, potentially add additional ones for better coverage and enrichment (if you want), validate the data and then replace or fill in the blanks in your CRM thus allowing for constant data quality. Game changer
Priyank D.
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Hey Karl We have been using clay and we are also creating a lot of tutorials around it. You can check our playlists on Clay, https://www.youtube.com/playlist?list=PL6Gbwp5oWRsMYOAcG3rvacicRQjfdwS6z If you want us to build tutorials around specific use case using clay then let us know

Brian Prokopowich
·
·
Hi Karl, Happy ot have a quick conversation, I am the head of partnerships with B2BRocket.ai. Data current clean data is tricky, as most lead gen platform uses the same data providers; it all depends on the contract and how often it is updated. I know we update our data weekly and have enrichment tools that can update the old mail list. Our database and intent data are updated weekly as well. Happy to have a quick discussion if you like.
🙌2
Harshil B.
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Karl G. I will say clay is pretty good for crm cleaning and enrichment
Karl G.
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Hey Harshil B., how would you use Clay for cleaning? Any ressource on that?
Harshil B.
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·
I will first push the data inside the clay here are few tutorial for how to clean inside clay: CLean and normalize and also formulas are pretty great inside clay to clean up data. For complex cleaning you can use AI inside clay and give instructions on how you want your data to clean. Also they have feature to dedupe your data. Hope this helps Karl G.. Also there is a course on CRM enrichment
Karl G.
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Thank you so much Harshil! I'll dig into that and DM you if I have any question 🙂
Harshil B.
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Happy to help!
Vikas K.
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·
Hi Karl, We take up this problem end-to-end. From data quality assessment, enrichment, data modelling, data associations to metadata for AI readiness. We enable you to build Revenue Agents to further enrich CRM fields using unstructured data. DM me, if you are interested in knowing more.
Vincent
·
·
Hi Karl G. I totally concur and agree with Harshil B. we start to see more and more companies using Clay as a connective tissue between tools to maximise the investment and increase ROI at scale. The main challenge many companies face is the poor level of interconnectivity between tools creating a lot of manual work and errors. Once Clay is integrated properly it helps you maximise your data provider investment, potentially add additional ones for better coverage and enrichment (if you want), validate the data and then replace or fill in the blanks in your CRM thus allowing for constant data quality. Game changer
Priyank D.
·
·
Hey Karl We have been using clay and we are also creating a lot of tutorials around it. You can check our playlists on Clay, https://www.youtube.com/playlist?list=PL6Gbwp5oWRsMYOAcG3rvacicRQjfdwS6z If you want us to build tutorials around specific use case using clay then let us know