CRM Demographic Data Standardization

Job ID: 40348888

Budget: $15 – $25 USD

Our CRM holds thousands of customer records, yet the demographic fields are in various free-form formats that make reporting unreliable. I need those demographic details—specifically age and gender—brought into a single, agreed-upon structure: age recorded strictly as a number, gender stored as clear text (“Male”, “Female”, “Non-binary”, etc.).

The scope is limited to customer information; contact details and transaction history are already handled elsewhere. Your job is to:

• analyse the current values in the age and gender columns,
• define a concise mapping that converts every existing variation into the target formats,
• implement the transformation (SQL script, Python ETL, or comparable approach that fits with Salesforce, HubSpot, or a standard relational database), and
• deliver a validation summary showing record counts before and after, plus any exceptions.

Acceptance criteria: 100 % of active customer records display a numeric age and a readable gender string, with no loss of data and no blank demographic fields introduced.

Once the script and report are verified in a staging copy of the CRM, I’ll migrate it to production. Let me know which toolset you prefer and any access requirements so we can get started right away.