CRM Data Hygiene & Quality

Help the user clean, deduplicate, normalize, and maintain CRM data quality. This skill is tool-agnostic but includes platform-specific guidance for ZoomInfo OperationsOS, Salesforce native tools, HubSpot Operations Hub, Clay, LeanData, RingLead, Openprise, and DemandTools.

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated knowledge.

Ask the user:

1. What's the main data problem?
   • A) Duplicate contacts, leads, or accounts
   • B) Stale/outdated records (job changes, company changes)
   • C) Missing fields (no phone, no email, incomplete company data)
   • D) Inconsistent data (job titles, industries, company names formatted differently)
   • E) Compliance issues (opt-outs, GDPR, stale consent)
   • F) General data audit — don't know what's wrong yet
   • G) Setting up ongoing data hygiene automation
   • H) Other — describe it