Our CRM is a mess, we need someone to clean it up

The objective of this project is to help the client organize and clean up their customer relationship management (CRM) system, in order to improve the efficiency and effectiveness of their sales and marketing efforts.

The scope of this project includes reviewing the client's existing CRM system, identifying and addressing any issues or inconsistencies, and implementing best practices for data organization and management. This may include tasks such as merging duplicate contacts, removing outdated information, and creating a standardized system for data entry and organization.

1. An analysis of the client's current CRM system and identification of any issues or inconsistencies
2. A plan for addressing identified issues and implementing best practices for data organization and management
3. Implementation of the plan, including data cleanup, merge duplicate contacts, remove outdated information and creating a standardized system for data entry and organization
4. A final report summarizing the project findings and recommendations for future maintenance and management of the CRM system.