Crm Hygiene

This audits your CRM data by checking for missing required fields, inconsistent values, duplicates, and stale records across leads, contacts, accounts, and opportunities. You'd run it before quarterly reviews, after migrations, or when your automation starts breaking because of dirty data. It generates prioritized cleanup reports that separate critical issues (missing owners, logic errors like "Closed Won" with a loss reason) from warnings (deals with no activity in 45 days). The methodology pulls from Salesforce best practices and RevOps frameworks, focusing on completeness, consistency, accuracy, and timeliness. It won't fix your data automatically, but it'll tell you exactly what's broken and in what order to fix it, which is honestly the hard part.

Install to Claude Code

npx -y skills add guia-matthieu/clawfu-skills --skill crm-hygiene --agent claude-code