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crm-hygiene-scanner

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Clean your CRM data, boost sales efficiency.

Marketing & Sales#data quality#crm#deduplication#sales operations#data hygiene#lead management
AuthorOthmane-Khadri
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill addresses the critical issue of poor data quality in CRM systems, which leads to wasted sales efforts, inaccurate reporting, and missed opportunities.

Core Features & Use Cases

  • Duplicate Detection: Identifies exact and fuzzy duplicates across contacts, companies, and deals.
  • Staleness Analysis: Flags inactive or outdated records based on customizable criteria.
  • Data Completeness Scoring: Assesses the fill rate of critical fields and suggests enrichment.
  • Prioritized Cleanup Plan: Generates an actionable roadmap for data improvement.
  • Use Case: A sales operations manager can use this skill to audit their HubSpot CRM export, identify duplicate leads, find stale opportunities, and get a clear plan to clean the data before a major marketing campaign.

Quick Start

Use the crm-hygiene-scanner skill to clean my CRM data from the file '/path/to/my/crm_export.csv'.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: crm-hygiene-scanner
Download link: https://github.com/Othmane-Khadri/gtm-engineer-playbook/archive/main.zip#crm-hygiene-scanner

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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