Buenos Aires · 55 people · separate ERP and HubSpot.
What showed up. The system went through the ERP's 9,200 records and the CRM's 5,100 companies. In the ERP, 1,340 duplicates (the same CUIT (tax ID) under a different name, or the same name with no CUIT). 22% had no CUIT. In the CRM, 2,700 companies had no match at all in the ERP. 38% of emails were invalid. And the “province” field had 61 different values for 24 provinces.
What we built. The system goes through both databases, finds duplicates, blanks and made-up values, and proposes merges with a confidence level. High-confidence ones get approved in bulk; the doubtful ones are reviewed by a person, one by one, with both records side by side. Then it keeps running: every new record gets checked against what already exists, and it flags when someone's about to create a customer who's already there.
What happened. CUIT became the key field in both systems. New records without a CUIT got blocked. And they found out the real active customer base was 4,900, not 9,200. This was the first project; collections and reactivation got built on top of it.
Integrated with ERP · HubSpot.