Done With You
Your whole CRM, cleaned with you in the room
Some CRMs are past the point of an afternoon in the portal: fifteen years of contacts, three migrations, nobody sure what's safe to touch. Done With You is Datuma's team and your team, working through it together.
With you, not for you, on purpose. Your team knows which accounts matter and which oddities are load-bearing; we know the system. Every decision that touches your data is made by someone who works with it every day, and your team ends the engagement knowing how to keep it clean.
How an engagement runs
First call
Kickoff, together
We run a sample batch on a call, agree the protected list, and set the plan. The price is set by the size of your CRM, so you know it before we start. Nothing is committed past this call.
The working weeks
Work the batches
Duplicates, undeliverable records, live checks, enrichment, in scheduled working sessions. Your team makes the judgement calls; ours drives the tooling. How many weeks this takes scales with the size of your CRM, and you see the schedule after the first call.
Final week
Sync, and hand over the habit
Results sync to HubSpot or Salesforce, one way out and additive only. You leave with a clean CRM and a routine for keeping it that way.
Start with the scoping call. It costs nothing and commits you to nothing.
Book a scoping call A sample batch on your data, live, then the plan. The price is set by the size of your CRM
Not CRM-sized yet? Start with the free contact MOT →