Data & CRM · Group Marketing & Communications Officer · 2025 — 2026

CRM audit

Twelve thousand contacts, audited record by record, because a database nobody trusts is a database nobody uses.

Archetype Group

05
contacts audited
12,000

contacts audited

country databases
20

country databases

shared schema
1

shared schema

Why it existed

Every office kept its own list. The same client appeared three times under three spellings, people who had left their companies years ago were still receiving mail, and nobody could answer "how many clients do we actually have" without a caveat.

The real cost was not the duplicates. It was that the sales and marketing teams had stopped believing the numbers, and a team that does not trust its own data starts making decisions from memory instead.

How it was done

12,000 contacts — one dot per twenty

As found

Duplicates
merged on review
Unreachable
retired
Remaining
one schema, 20 markets
Duplicate clusters before reconciliation.
Duplicate clusters before reconciliation.

What happened

12,000

contacts audited

20

country databases

1

shared schema

  • Twelve thousand contacts audited and reconciled onto one schema across twenty country-level databases.
  • Marketing sends against a list it can defend, and the reporting figures reconcile with each other for the first time.
  • The maintenance rules mean the state holds without another full audit.

Built with

  • HubSpot CRMHubSpot CRM
  • SalesforceSalesforce
  • MS ExcelMS Excel
  • ZapierZapier
  • Looker StudioLooker Studio

Keep exploring

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