CRM Demographic Data Standardization
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.
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.
Related categories:
Python
SQL
MySQL
Database Administration
Database Programming
Data Cleansing
Data Analysis
ETL