CRM Data Cleanup & Automation for a Commercial Real Estate Trust

Company Overview

A publicly traded commercial real estate trust managing a large portfolio of postal and logistics properties across the United States.

The Challenge

The company's HubSpot CRM had accumulated significant data quality issues over time. Thousands of duplicate contacts made it impossible to get accurate reporting. There was no systematic process for deduplication, and the sales team was working with unreliable data. Additionally, field prospecting data from Outfield needed to be synced with HubSpot to give the sales team a unified view of their territory. An Excel-based data cleanup was also needed to standardize records for accurate reporting and outreach.

Scope of Work

• Executed a comprehensive HubSpot contact deduplication project processing 6,917+ contacts
• Built and maintained deduplication tracking system with regular progress reporting
• Performed Excel data cleanup and standardization for CRM import
• Coordinated with internal team (VP Sales, Sales Director, Operations) on data quality standards

Tech Stack & Integrations

Key Deliverables

• Contact deduplication project: 6,917+ contacts processed (~46% of database at milestone check)
• Excel data cleanup and restructuring for CRM import
• Regular progress reports and milestone tracking
• Data quality standards documentation