Fragmented CRM data is a major barrier to AI and analytics. When systems like Zoho and Salesforce contain conflicting or duplicate records, reporting fails and automation becomes unreliable. This white paper outlines a five-step strategy to unify, clean, and structure CRM data so it supports both day-to-day operations and advanced AI. It begins with mapping every field and relationship across platforms, then establishing unique identifiers to link records. From there, it covers cleaning techniques like deduplication, standardization, and enrichment, followed by structuring data for modeling use. Finally, automated sync processes keep the system aligned over time. With this foundation, organizations gain accurate forecasts, trustworthy dashboards, and AI models that reflect reality—without second-guessing the data underneath.
Dashboards aren’t enough. Learn how to inject real-time, enriched data into Tableau to support faster, AI-assisted decisions.
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Digital workers can’t operate on partial, messy data: learn how to unify data so agents can act with confidence.
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We show how to layer AI on top of existing systems using clean data and a merge layer.
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