crm-dedup-strategy
Installation
SKILL.md
CRM Dedup Strategy
Deduplication is the process of finding and merging duplicate records in your CRM. Duplicates inflate reporting, split engagement history across records, cause double-outreach, and make pipeline data unreliable. A database with 10% duplicates means 10% of your contacts are getting fragmented experiences.
The principle: deduplication is a three-part problem. Find duplicates (detection), merge them correctly (resolution), and stop new ones from entering (prevention). Most teams only do detection and ignore prevention. That's cleaning the floor while the faucet is running.
The Dedup Framework
Three phases
| Phase | What it does | When to run |
|---|---|---|
| Detection | Find existing duplicate records | Monthly + on-demand |
| Resolution | Merge or purge duplicates correctly | After detection |
| Prevention | Stop new duplicates from entering the CRM | Always-on automation |