CRM Cleanup in Minutes: Using AI to Fix Your Dirty Data

🔴 Series Difficulty: ADVANCED (Part 7 of 10) — Processes large datasets and builds maintenance systems. Best after completing Parts 1-6.

Nobody becomes an SDR because they love data hygiene. But here's the uncomfortable truth: dirty data is silently destroying your pipeline.

Every duplicate contact means wasted outreach. Every wrong email address means a bounced message hurting your domain reputation. Every outdated job title means you're personalizing against information that's no longer true. And every inconsistent company name means your reporting is wrong, your targeting is off, and your sequences are hitting the wrong people.

The average CRM has a 25-30% data decay rate every year. That means if you haven't cleaned your database in 12 months, nearly a third of your contacts have bad data — wrong emails, outdated titles, people who've left the company entirely.

Most SDRs know this. They just don't have time to fix it. Manual CRM cleanup is mind-numbing work that can take days. Nobody wants to spend their Friday afternoon deduplicating 3,000 contacts.

What if you could clean your entire CRM database in minutes instead of days? That's what we're covering in Part 7 of our Claude Code + MarketBetter series.

Welcome to the Advanced tier. In the Basic posts (Parts 1-3), you learned to research and write one prospect at a time. In the Medium posts (Parts 4-6), you built multi-step workflows and analytical models. Now we're leveling up to working with large datasets — hundreds or thousands of records at once. You'll feed Claude Code entire CRM exports, ask it to find patterns and problems, and build automated maintenance routines.

The prompts are still plain English — but you're processing more data, chaining more steps together, and building systems that run on their own. If you've been following the series, you're ready. If you're jumping in here, I'd recommend at least skimming Part 2 to understand the basics of prompting Claude Code.

Why Clean Data Matters for SDRs (More Than You Think)

Before we get into the how, let's be clear about why this matters for your specific workflow:

1. Deliverability

Every email that bounces hurts your sender reputation. Enough bounces and your emails start landing in spam — even the ones sent to valid addresses. If you're running outbound sequences through MarketBetter, clean data is the foundation of deliverability.

For more on improving email deliverability, see our guide on how to improve email open rates.

2. Targeting Accuracy

MarketBetter's power comes from matching website visitors to your contact database and triggering the right outreach at the right time. If your CRM data is messy — duplicate companies, inconsistent names, missing fields — those matches don't happen. You miss signals.

3. Personalization Quality

When you use Claude Code for prospect research and email writing (as we covered in Parts 2 and 3), you're pulling from your CRM data. If the title says "VP of Sales" but they were promoted to CRO six months ago, your personalization is wrong. Wrong personalization is worse than no personalization.

4. Reporting and Forecasting

Your lead scoring model from Part 6 is only as good as the data feeding it. Dirty data produces inaccurate scores, which leads to bad prioritization, which means you're calling the wrong people first.

The Five Types of Dirty Data (and How Claude Code Fixes Each)

Type 1: Duplicates

The Problem: The same contact exists in your CRM multiple times with slightly different information. "Sarah Chen" and "S. Chen" at the same company. "Acme Corp" and "Acme Corporation" and "ACME" as three separate accounts.

The Claude Code Fix:

"I have a CRM export with [X] contacts. Find all probable duplicates based on:

1. Same email address
2. Same name + same company (accounting for variations like 'Sarah' vs 'S.')
3. Same company domain with different company names

For each duplicate set, tell me:

• Which record is the most complete (has the most filled fields)
• Which record was most recently updated
• Your recommendation for which to keep as the primary record
• What data from the duplicate(s) should be merged into the primary

Output as a CSV I can use for cleanup."

Claude Code can process thousands of records and identify duplicate clusters in minutes. What would take a sales ops person days takes AI minutes.

Type 2: Outdated Information

The Problem: People change jobs every 2-3 years. Your CRM still shows them at their old company with their old title.

The Claude Code Fix:

"I have a list of 500 contacts. For each one, check if:

1. They're still at the listed company (based on any available public information)
2. Their job title might have changed
3. The company itself has changed (acquired, merged, shut down)

Flag any contacts that likely have outdated information. For each flagged contact, give me your best guess at updated information and your confidence level.

Here's the list: [paste or attach contact list]"

Pair this with MarketBetter's data enrichment to fill in the gaps. MarketBetter can verify email addresses and update contact information as part of its lead intelligence platform.

Type 3: Inconsistent Formatting

The Problem: Company names are spelled 10 different ways. Job titles aren't standardized. Phone numbers have different formats. States are sometimes abbreviated, sometimes spelled out.

The Claude Code Fix:

"Standardize this CRM data:

1. Company names: Use the official company name (e.g., 'Salesforce' not 'salesforce.com' or 'SFDC' or 'Salesforce Inc.')
2. Job titles: Standardize to a consistent format (e.g., 'VP of Sales' not 'Vice President, Sales' or 'VP - Sales' or 'V.P. Sales')
3. Phone numbers: Format as +1 (XXX) XXX-XXXX
4. States: Use 2-letter abbreviations
5. Industries: Map to a standard list: [your industry categories]

Output the cleaned data in the same CSV format."

This sounds boring, but it's incredibly important for segmentation and targeting. When your company names are standardized, MarketBetter can accurately match website visitors to CRM records. When titles are consistent, your lead scoring model works properly.

Type 4: Missing Data

The Problem: Half your contacts are missing key fields — no phone number, no industry, no company size. You can't score or prioritize leads you don't have data on.

The Claude Code Fix:

"I have 200 contacts with incomplete data. For each contact where I have at least a name and company, research and fill in:

1. Company size (employee count)
2. Industry
3. Company HQ location
4. Likely phone number format (direct dial if available publicly)
5. LinkedIn profile URL
6. Company website

Mark each enriched field with a confidence level (high/medium/low).

Here's the list: [paste contact list]"

This is where Claude Code's research capabilities really shine. It can enrich contacts at a pace that would take a human team weeks.

Type 5: Invalid Emails

The Problem: Bounced emails hurt your sender reputation. But you don't know which emails are invalid until they bounce — and by then, the damage is done.

The Claude Code Fix:

"Analyze these email addresses for potential validity issues:

1. Obvious typos (e.g., '@gmial.com' instead of '@gmail.com')
2. Role-based emails that shouldn't be in a prospect database (info@, support@, sales@)
3. Personal email domains used for a business contact (gmail, yahoo, hotmail)
4. Email format inconsistencies within the same company (e.g., 'firstname.lastname@' vs 'flastname@')
5. Defunct domains

Flag and categorize each issue. For typos, suggest the corrected email.

[paste email list]"

This pre-screening catches obvious issues before you send. For full email validation, use a dedicated verification tool — but Claude Code's analysis catches the low-hanging fruit that most SDRs miss.

The Complete CRM Cleanup Workflow

Here's the full process, start to finish:

Phase 1: Export and Assess (5 minutes)

1. Export your CRM contacts as a CSV
2. Feed it to Claude Code:

"I just exported my CRM. It has [X] contacts. Give me a data quality assessment:

1. How many records have missing email addresses?
2. How many have missing phone numbers?
3. How many have missing company size or industry?
4. How many potential duplicates can you identify?
5. What's the overall data quality score (1-10)?
6. What should I fix first for the biggest impact?"

This assessment takes 2 minutes and tells you exactly where to focus.

Phase 2: Deduplicate (10 minutes)

Run the duplicate detection prompt above. Review Claude Code's recommendations. Merge or delete the duplicates in your CRM.

Phase 3: Standardize (10 minutes)

Run the standardization prompt. Import the cleaned, formatted data back into your CRM. Everything is consistent now.

Phase 4: Enrich (15 minutes)

Run the enrichment prompt for contacts with missing data. Review the results (especially anything flagged as medium or low confidence). Update your CRM.

Phase 5: Validate Emails (5 minutes)

Run the email validation prompt. Remove or correct invalid addresses. This saves your sender reputation from day one.

Total time: about 45 minutes for a complete CRM cleanup. Compare that to the 2-3 days it would take manually.

Maintaining Clean Data (So You Never Have to Do This Again)

Cleanup isn't a one-time event. Data decays constantly. Here's how to stay clean:

The Weekly 5-Minute Check

Every Friday, export your new contacts from the past week and run them through a quick Claude Code quality check:

"Review these 30 new CRM contacts added this week. Check for:

1. Duplicates with existing records
2. Missing key fields
3. Formatting issues
4. Obvious email validity issues

Flag anything that needs fixing."

Five minutes. Clean data maintained.

The Monthly Enrichment Refresh

Once a month, take your top 100 accounts and check for updates:

"Check these 100 contacts for potential changes:

1. Have they changed jobs or titles?
2. Has their company been acquired, merged, or shut down?
3. Has the company announced funding, expansion, or layoffs?

Flag any records that need updating."

Automated Hygiene with MarketBetter

MarketBetter helps maintain data quality in real time:

• Email verification on import — bad addresses are flagged before they enter your sequences
• Contact enrichment — missing fields are filled automatically using multiple data sources
• Company matching — website visitors are matched to your CRM records, surfacing both new leads and existing contacts that need updating

The ROI of Clean Data

Let's put numbers on this:

• Bounce rate reduction: From 5-8% to under 2% → Protects your sender reputation
• Targeting accuracy: 25-30% more accurate matching → More website visitors connected to the right sequences
• Personalization quality: Fewer wrong titles and outdated references → Higher reply rates
• Time saved: 3-5 hours per week that you'd spend manually fixing data errors → Redirected to selling
• Sequence performance: Clean data + good targeting = 2-3x better email performance

Clean data isn't glamorous, but it's the infrastructure that makes everything else in this series work. Your lead scoring model (Part 6) needs accurate data. Your personalized emails (Part 3) need current information. Your Sales Nav imports (Part 4) need to not create duplicates.

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Try This Today

Here's your action item:

1. Export your CRM contacts (or even just one segment — like your top 200 accounts)
2. Ask Claude Code for a data quality assessment using the prompt from Phase 1
3. Fix the top 3 issues it identifies
4. Set a calendar reminder for a Friday 5-minute check

Your CRM will be cleaner by end of day than it's been in months. And every email, sequence, and outreach effort you run from that point forward will perform better because of it.

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This is Part 7 (🔴 Advanced) of our 10-part series. Next up: Part 8: Meeting Prep That Doesn't Suck →

Clean data powers better MarketBetter targeting and deliverability. Book a demo to see how the platform keeps your contact data fresh.