Free Data Resource

CRM Data Hygiene Checklist
clean the CRM

A CRM data hygiene checklist to clean duplicates, properties, fields, lifecycle stages, ownership, lists, workflows and dashboard inputs.

Clean before automating Do not scale bad data through workflows, AI, segmentation or reporting.
Find duplicate and dead fields Identify records, properties and values that are no longer useful.
Improve dashboard trust Fix the fields and lifecycle logic that leadership reports depend on.
Prepare for migration or AI Stronger data hygiene makes migration, RevOps and AI readiness safer.
Get your free data hygiene checklist
Use it to clean CRM data before automation, migration, reporting or AI work.
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CRM Data Hygiene Checklist
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CRM Data Hygiene
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What is inside

A look inside the checklist

1. Duplicate Management
Contact and company duplicates are reviewed
Merge rules are defined
Duplicate sources are identified
Owners know cleanup responsibilities
+ more questions inside →
2. Field Hygiene
Unused fields are flagged
Required fields match business need
Picklist values are standardised
Naming conventions are documented
+ more questions inside →
3. Lifecycle & Ownership
Lifecycle stages are reliable
Owners are current
Handoff fields are complete
Inactive users are cleaned up
+ more questions inside →
4. Lists & Segments
Old lists are retired
Suppression rules are correct
Segments have owners
Dynamic lists are documented
+ more questions inside →
5. Reporting Inputs
Dashboard fields are complete
Source values are consistent
Revenue fields are validated
Data quality checks are scheduled
+ more questions inside →

After the checklist

Turn the findings into action

data governance
Use Celumai support when the checklist shows implementation, migration, governance or reporting gaps.
hubspot data hygiene
Use Celumai support when the checklist shows implementation, migration, governance or reporting gaps.
salesforce governance
Use Celumai support when the checklist shows implementation, migration, governance or reporting gaps.