CRM Customer Data Management
Budget: ₹750 – ₹1,250 INR
I need reliable help keeping our customer database in top shape. All records live in our existing CRM system, and I want every entry accurately captured, cleaned, and turned into useful insights.
Here is exactly what I’m looking for:
• Data entry – transfer or update new customer details inside the CRM with zero typos.
• Data cleaning – spot duplicates, fix formatting inconsistencies, and standardise fields so every record lines up.
• Data analysis – pull clear summaries or simple dashboards that show trends in customer behaviour and highlight gaps in the data.
You’ll work directly inside the CRM (no exporting unless it speeds things up), and I’ll provide credentials plus a brief style guide for field formats and naming conventions. Final acceptance will be based on a short sample batch: if that’s accurate, consistent, and the basic analysis matches what the raw data indicates, we’ll proceed with the rest of the database.
If you’ve handled customer datasets in tools like HubSpot, Salesforce, or similar platforms, and you’re comfortable combining meticulous data entry with light analytical reporting, I’d love to get this moving quickly.
Here is exactly what I’m looking for:
• Data entry – transfer or update new customer details inside the CRM with zero typos.
• Data cleaning – spot duplicates, fix formatting inconsistencies, and standardise fields so every record lines up.
• Data analysis – pull clear summaries or simple dashboards that show trends in customer behaviour and highlight gaps in the data.
You’ll work directly inside the CRM (no exporting unless it speeds things up), and I’ll provide credentials plus a brief style guide for field formats and naming conventions. Final acceptance will be based on a short sample batch: if that’s accurate, consistent, and the basic analysis matches what the raw data indicates, we’ll proceed with the rest of the database.
If you’ve handled customer datasets in tools like HubSpot, Salesforce, or similar platforms, and you’re comfortable combining meticulous data entry with light analytical reporting, I’d love to get this moving quickly.
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Data Management