Data Unification & Hygiene
Single source of truth across CRM, marketing automation, billing, and product. Data hygiene, dedup, enrichment, and the governance to keep it clean.
What clean data unlocks.
Methodology that ships.
Two-week sprints, senior team always, fixed-fee pricing. The same shape every time.
- Step 0101
Discovery
We map your current state: stack, team, motion, blockers. No assumptions, no demo data.
- Step 0202
Architecture
We design the system. You sign off before we build.
- Step 0303
Build & Migrate
Senior team builds in 2-week sprints. Validated, tested, signed off.
- Step 0404
Train & Hand Off
Documentation, runbooks, 30 days of post-launch support included.
Built on real engagements.
Inside the unification build.
Cross-system dedup
Merge duplicates across CRM, MAP, billing, support. Match logic that handles the real-world edge cases.
Data enrichment
Apollo, ZoomInfo, Clearbit configured. Auto-enrich on entry, refresh on stale records.
Validation rules
Email validation, phone formatting, address standardization, required fields enforced at entry.
Master data management
Decide which system is the source of truth for which field. Conflict resolution rules.
Audit trails
Field history, change tracking, who-edited-what. Compliance-ready.
Ongoing governance
Monthly hygiene reports, anomaly detection, drift monitoring. Data stays clean.
A few of the brands we've delivered for.
“Senior team, sprint cadence, fixed fees. The same expert who scoped our project led delivery. I never got handed off. That alone is worth the premium.”
Data unification, answered.
How long does this take?
Most engagements run 6-12 weeks build, then transition to optional ongoing operations.
How is this priced?
Fixed-fee against scope for projects. Monthly for retainers. Specifics on the strategy call.
Who's on my account?
A senior project lead plus relevant specialists. One named account lead end-to-end.
How do we get started?
Book a 30-minute strategy call. We cover scope, timeline, pricing. Proposal within 48 hours if we're a fit.
Related work.
Ready to ship this?
Book 30 minutes. We'll cover what good looks like for your stage, stack, and team.
How INSIDEA works
