Products/Self-Serve Kits

Data Cleanup & Migration Kit

Clean your org and prep for migration in a day.

5.0 · 100+ orgs delivered · 19,000+ hours
$69one-time · instant download
Half day to full day to implement
30-day satisfaction guarantee · Secure checkout via Stripe
19,000+ Hours Delivered 50+ Salesforce Certifications 100+ orgs delivered

What's included

  • Pre-migration data audit checklist (30+ checkpoints)
  • Duplicate identification and scoring methodology
  • Matching rule configuration for Leads, Contacts, and Accounts
  • Bulk merge process using native Salesforce tools
  • Data validation rules to prevent future dirty data
  • Migration readiness scorecard template

Outcomes clients have achieved

  • Duplicate record count reduced by 85% in first cleanup sprint
  • Migration go-live achieved on first attempt (no rollback)
  • Data completeness score improved from 62% to 94%

The problem this solves

Most orgs underestimate how much bad data they have until they try to migrate it. 25–40% of CRM records are typically duplicated or incomplete. This kit gives you the tools to find, fix, and prevent the issues before they become migration blockers.

Pair it with these kits

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Ready to fix it? Today.

Instant download. No calls. No SOW. Half day to full day to implement.

30-day satisfaction guarantee