Move from a spreadsheet to a CRM and verify the import
Prepare field mapping, a small trial import, and checks for history and owners. A green importer message does not complete the move.
Open the solution →A problem in a small team’s work
CRM records no longer match the work.
A spreadsheet migration or unchecked contact merge can separate a client from their jobs and tasks. A successful operation does not prove that the relationships are correct.
Why address it
A teammate searches elsewhere for history, contacts the wrong person, or starts another list. Fix the source, identity and relationships before adding another application.
How big is the problem in your team?
For five ordinary clients, check the person, separate jobs, owner and next task. Record each mismatch and correction time. After an import, transferred, intentionally archived and unresolved records must reconcile to the source.
This is a recommended measurement approach, not an estimate of an average business loss. We have no verified market benchmark for this specific problem. Your baseline lets you compare the change later.
Choose what needs to change
Start with a verifiable process
A responsible person verifies identity and disputed relationships. A small controlled import needs no additional automation or agent; first prove that an everyday user can find the client and continue work.
Procedures for specific obstacles
Clean up duplicate CRM contacts without losing history
Separate duplicate contacts from another job or a namesake. Prepare a controlled merge and a record of what changed.
Open the procedure →