CRM data that your sales team will actually use.
De-duplication, enrichment, contact validation and pipeline hygiene for Salesforce, HubSpot and bespoke CRMs.
Overview
A dirty CRM kills sales velocity. Operanta's CRM ops desk cleanses, enriches, and maintains CRM data so your sales team can spend time selling instead of searching. We de-duplicate accounts and contacts, enrich against verified data sources, validate emails and direct dials, and maintain pipeline hygiene against your sales-stage definitions.
Why CRM hygiene pays back
A clean CRM increases sales productivity 15–25% because reps stop wasting cycles on stale data and duplicates. A dedicated hygiene desk running weekly makes clean the default state.
- Account and contact de-duplication with merge rules
- Enrichment against verified B2B data sources
- Email and direct dial validation
- Sales-stage hygiene against your definitions
- Weekly hygiene report to your sales ops lead
- GDPR / CCPA-aligned processing under a DPA
CRM ops scope
Hygiene
- Account and contact de-duplication with documented merge rules
- Stale-lead and dead-contact archival
- Owner and territory re-assignment against rules
- Sales-stage cleanup against your definitions
- Missing-field completion with enrichment
Enrichment
- Firmographic enrichment (revenue, headcount, industry)
- Technographic enrichment where available
- Direct-dial and mobile enrichment (validated)
- Email validation and bounce management
- LinkedIn profile cross-reference
Ops support
- Sales-stage progression audit
- Territory and quota-model support
- Lead-to-opportunity conversion tracking
- Campaign target-list preparation
- Weekly hygiene and pipeline report
How we onboard this desk
Discovery
30-minute call to scope volume, TMS, SOPs and offshore-able tasks.
Workflow audit
We document your as-is process and highlight high-leverage offshore work.
SOP build
Co-authored SOPs, screen recordings, quality gates and QC framework.
Pilot (30 days)
Single specialist runs a controlled pilot on a sub-set of work.
Scale
Phased ramp to full team strength with named team lead.
Monthly review
Scorecard, optimisation opportunities and capacity planning.
Industries we serve with CRM Data Hygiene & Enrichment
- International freight forwarders (Tier 1 and SME)
- Non-Vessel Operating Common Carriers (NVOCCs)
- Customs brokers and trade compliance practices
- 3PL, contract logistics and warehousing operators
- Digital freight platforms and forwarders
Frequently asked questions
Which CRMs do you support?
Salesforce, HubSpot, Zoho, Pipedrive, Copper, Freshsales and bespoke CRMs.
How do you handle GDPR / CCPA?
Operanta processes personal data only as a processor under your instructions, with a GDPR / CCPA-aligned DPA in place. Data-source consent and right-to-erasure workflows are honoured.
What data sources do you enrich against?
Verified B2B data sources under your subscription (ZoomInfo, Cognism, Apollo, Lusha, LinkedIn Sales Nav). We do not scrape or use unverified sources.
How often do you cleanse?
Continuous with a weekly report. Some clients run a heavy quarterly deep-cleanse in addition.
Can you support campaign target-list preparation?
Yes. Target-list preparation from your CRM plus enrichment sources is a routine part of the desk.
Give your sales team a CRM they will actually use.
Book a discovery call. We will audit your CRM hygiene and propose a 60-day plan.