CRM rebuild and governance that holds

What this usually looks like

If two of these are true, the work below is the work.

The same company exists four timesDifferent spellings, split activity history, and a pipeline number that counts the account more than once.Costs you accuracy

Every cleanup holds for a quarterBecause the rules that created the duplicates are still running the day after the merge.Costs you the same project, annually

The real pipeline is in a spreadsheetPeople report into the CRM rather than work from it, so what it holds is a summary written after the fact.Costs you the forecast

Stages mean different things to different repsWhich makes conversion rates a measure of optimism rather than of progress.Costs you the method

What a month looks like

Read-only first. Nothing reaches production without your sign off.

Week one, read onlyField and object inventory, duplicate rate by domain, ownership gaps, routing, and every automation with the date it last fired.

Week two, the modelOne record per company matched on domain. Stage criteria written as conditions that are true or false. Required fields cut to the ones with a consumer.

Week three, the rulesDeduplication on a schedule, creation rules that block the next duplicate, routing by region, tier, industry and title.

Week four, handoverDocumentation, a merge backlog running on its own, and a monthly review so it does not drift back.

What it has moved

148,000 recordsCorrected on the last engagement of this kind.

15,000 duplicatesMerged with activity history preserved.

Near zeroDuplicate creation rate afterwards, because the rules run at entry.

Read the engagement: rebuilding a CRM 22 people had stopped trusting.

How this starts

Free, read-only, and the report is yours whether or not you continue.

Start the free diagnostic Or check your own system first

Questions

What does CRM setup, audit and governance cost?

It is part of the $2,000 a month retainer, up to 15 hours a week, with Kaypo included. There is no separate charge for this work and no hourly rate. The diagnostic that scopes it is free.

How does an engagement start?

With the free systems diagnostic. Read-only access, a written report with every gap ranked by what it costs a year, and the report is yours whether or not you continue.

What access do you need?

Read-only to start. Nothing is written, changed or deleted. Anything built later is staged in a sandbox and signed off before it reaches production.

Let us look under the hood.

Read-only access to your systems, and a written report you keep either way.

Start the free diagnostic

Let's chat.

Thirty minutes. Tell us what you are working on and we will tell you on the call whether we can help.

Add your name and a work email so we know who we are talking to.

Thank you!

We will reach out to you shortly. If you have not heard from us by tomorrow, email hello@sapwood.io.

While you wait, keep reading

Revenue Architecture CRM Setup and Rebuild Tech Stack Implementation Intent Signal Delivery

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One record per company, and rules that keep it that way.