Make Salesforce CRM Data Easier to Trust 

Salesforce is often the system of record for sales. But as companies grow, acquire businesses, add product lines, or operate across multiple teams and markets, the CRM can become cluttered. 

Duplicate accounts. Duplicate contacts. Inactive records. Conflicting ownership. Old acquisition data. Inconsistent fields. Reports that no one fully trusts. 

B EYE helps you bring structure to that complexity. We do not treat Salesforce cleanup as a blind data hygiene exercise. We help define the business logic behind the cleanup, so your teams know why each record was flagged and what should happen next. 

Book a Salesforce CRM Cleanup Assessment

B EYE’s Salesforce CRM Cleanup Services

Salesforce CRM Cleanup Assessment

We review your Salesforce environment, data quality issues, reporting pain points, and cleanup priorities to define the right scope.

1

Duplicate Account and Contact Cleanup

Identify duplicate accounts and contacts using business-specific criteria, not only simple field matching.

2

Inactive Record and Archival Logic 

Define rules for contacts, accounts, or other records that may need to be archived, suppressed, corrected, or reviewed.

3

Business Rules for Salesforce Data Cleanup 

Decide what should be merged, kept separate, archived, or escalated for Sales Ops, RevOps, CRM, and Data stakeholders. 

4

Cleanup Dashboards and Action Lists 

Create dashboards, views, or structured exports that show affected records, matched criteria, cleanup progress, and open decisions. 

5

Governance and Handover 

Document the logic, criteria, assumptions, and ownership model so your team can continue using the framework after the first cleanup. 

6

When You Need Salesforce CRM Cleanup

Salesforce CRM cleanup is especially valuable when: 

  • sales teams are unsure which account or contact is correct 
  • duplicate records affect coverage, ownership, or reporting 
  • inactive contacts and accounts create noise in the CRM 
  • acquisition data has increased CRM complexity 
  • multiple Salesforce orgs need to be aligned 
  • Sales Ops or RevOps cannot fully trust CRM reporting 
  • Salesforce data is feeding dashboards, analytics, AI, or automation use cases 

If Salesforce data is hard to trust, every downstream process becomes harder to trust, too.

B EYE’s Four-Step Approach

1. Assess the Environment

  • We look at your Salesforce structure, key objects, data flows, reporting needs, ownership rules, and current cleanup pain points.
2. Define the Cleanup Rules

  • We align with your business teams on the criteria for duplicates, inactive records, archival candidates, merge logic, and exceptions.
3. Analyze and Visualize the Data

  • We build the required logic in the right data environment and make the cleanup scope visible through dashboards, reports, or action lists.
4. Support Handover and Execution

  • Your Salesforce specialists stay in control of final CRM actions. B EYE supports the logic, validation, documentation, and handover.

Built Around Your Existing Stack

Snowflake and Tableau are strong options for Salesforce CRM cleanup, but they are not the only options.

B EYE adapts the approach to your existing environment. That may include Snowflake, Databricks, Microsoft Fabric, SQL Server, Power BI, Tableau, Qlik, Salesforce-native reporting, or another setup already used by your teams.

The goal is not to force a specific tool. The goal is to create trusted cleanup logic, clear visibility, and a repeatable process your business can use.

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Proven with Progress

B EYE helped Progress clean up Salesforce data across two CRM environments after years of growth and acquisition activity. 

The project focused on duplicate contacts, duplicate accounts, inactive records, moved contacts, and archival candidates. B EYE helped define the cleanup criteria, build the logic, create dashboards, and hand over clear lists to internal Salesforce specialists for execution. 

The result: a more governed Salesforce cleanup process, better visibility for Sales Ops, and a repeatable framework for managing CRM data quality at scale. 

Read the Progress Customer Story

B EYE: The Salesforce CRM Cleanup Partner for Complex Data Environments 

B EYE brings together CRM understanding, data engineering, analytics, and business-facing dashboard development. 

That matters because Salesforce cleanup is rarely only a Salesforce admin task. It affects sales coverage, account ownership, CRM analytics, pipeline visibility, reporting trust, and downstream data initiatives. 

We help your teams move from scattered CRM issues to governed Salesforce data cleanup that is clear, explainable, and ready to use. 

FAQ

Salesforce CRM Cleanup

What are Salesforce CRM Cleanup Services?

Salesforce CRM cleanup services help companies identify and resolve data quality issues such as duplicate accounts, duplicate contacts, inactive records, inconsistent fields, unclear ownership, and unreliable reporting logic. 

Do we need Snowflake or Tableau for Salesforce CRM Cleanup?

No. Snowflake and Tableau are one proven option, but B EYE can work with your existing data platform, BI tool, and Salesforce reporting environment. 

Who should be involved in a Salesforce CRM Cleanup Project?

Most projects involve Sales Ops, RevOps, CRM administrators, Salesforce specialists, Data teams, and business stakeholders who understand account ownership, customer relationships, and reporting needs. 

What is the difference between Salesforce Data Cleanup and Salesforce Data Cleansing?

Salesforce data cleanup is the broader process of improving CRM data quality and usability. Salesforce data cleansing usually refers to correcting, standardizing, or removing inaccurate, duplicate, or outdated data. B EYE covers both through a governed cleanup approach. 

Start With a Salesforce CRM Cleanup Assessment

If Salesforce data has become difficult to trust, B EYE can help you understand the size of the issue, define the right cleanup criteria, and build a practical path forward. 

Book a Salesforce CRM Cleanup Assessment