You will get CRM Cleanup & Data Accuracy Audit for Reliable Reporting
Project details
If your CRM is messy, outdated, or full of duplicates, I’ll clean it up and restore accuracy so your reporting, billing, and workflows run smoothly. With nearly a decade of experience maintaining Salesforce CPQ and NetSuite data for 24,000+ accounts, I specialize in identifying errors, correcting inconsistencies, and organizing your system so your team can trust the information they rely on.
What’s Included?
Review of CRM structure and data quality
Identification of inconsistencies, errors, and formatting issues
Cleanup and correction of fields
Duplicate removal
Standardization of naming conventions and formats
Summary of findings + recommendations for ongoing accuracy
Best For
Small teams, founders, and consultants who rely on accurate CRM data for reporting, billing, and day‑to‑day operations in need of a reliable expert to clean up and organize their system.
What’s Included?
Review of CRM structure and data quality
Identification of inconsistencies, errors, and formatting issues
Cleanup and correction of fields
Duplicate removal
Standardization of naming conventions and formats
Summary of findings + recommendations for ongoing accuracy
Best For
Small teams, founders, and consultants who rely on accurate CRM data for reporting, billing, and day‑to‑day operations in need of a reliable expert to clean up and organize their system.
Data Entry Type
Copy Paste, Data Cleansing, Error DetectionData Entry Tool
CRM SoftwareWhat's included $450
These options are included with the project scope.
$450
- Delivery Time 30 days
About Jennifer
Operations & Project Coordination Specialist
Laramie, United States - 5:12 am local time
I have managed the full annual billing cycle for 24,000+ accounts representing $30M+ in recurring revenue, coordinated international contract deliverables, and maintained Salesforce CPQ and NetSuite data with a focus on accuracy and compliance. I’ve supported cross‑functional teams, improved workflows, mentored colleagues, and delivered consistent, high‑quality operational support in fast‑paced environments.
I now provide flexible freelance support in:
• Billing & Invoicing
Accurate invoicing, collections follow‑up, payment tracking, discrepancy resolution, and renewal support.
• CRM & Data Accuracy
Salesforce CPQ updates, data cleanup, duplicate removal, field standardization, reporting support, and workflow documentation.
• Administrative Support
Email/calendar management, data entry, records management, document creation, and cross‑team coordination.
• Project Coordination
Timeline tracking, deliverables management, meeting notes, status reporting, and light project planning.
Clients describe me as organized, proactive, and reliable; someone who takes ownership of recurring operational tasks with minimal oversight. If you need operations support that is accurate, consistent, and easy to work with, I’d be glad to help.
Let’s make your operations easier.
Steps for completing your project
After purchasing the project, send requirements so Jennifer can start the project.
Delivery time starts when Jennifer receives requirements from you.
Jennifer works on your project following the steps below.
Revisions may occur after the delivery date.
Confirm scope and CRM access
Analyze current data for inconsistencies and errors