sales-data-hygiene
CRM Data Hygiene & Quality
Help the user clean, deduplicate, normalize, and maintain CRM data quality. This skill is tool-agnostic but includes platform-specific guidance for ZoomInfo OperationsOS, Salesforce native tools, HubSpot Operations Hub, Clay, LeanData, RingLead, Openprise, and DemandTools.
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated knowledge.
Ask the user:
- What's the main data problem?
- A) Duplicate contacts, leads, or accounts
- B) Stale/outdated records (job changes, company changes)
- C) Missing fields (no phone, no email, incomplete company data)
- D) Inconsistent data (job titles, industries, company names formatted differently)
- E) Compliance issues (opt-outs, GDPR, stale consent)
- F) General data audit — don't know what's wrong yet
- G) Setting up ongoing data hygiene automation
- H) Other — describe it
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