AI agent · Revenue
CRM Data Quality Agent
Keeps CRM records clean: deduplicates, verifies and enriches contacts continuously.
Overview
What is the CRM Data Quality Agent?
Works through your CRM in the background, finding duplicates, invalid emails and stale job titles. It verifies and enriches records, applies safe fixes automatically and queues uncertain changes for your RevOps team.
The workflow
How the CRM Data Quality Agent runs.
Each step, from what starts it to what gets logged.
- Trigger
- AI agent
- Decision
- Action
- Human review
- Result
Trigger
Nightly CRM scan
- Or on new record
AI agent
Data quality agent
- Find duplicates
- Verify & enrich
- AI model
- Knowledge
- Tools
Decision
Safe to change?
- Confidence threshold
Yes
Action
Update CRM
- Old value saved
Review
Human review
RevOps reviews
- Uncertain merges
Result
Data health report
- Trend over time
Connects to
- Salesforce or HubSpot
- NPLUS B2B IQ, Tech IQ and Healthcare IQ
- Email verification services
- Slack for review queues
Where people stay in control
- Merges above a threshold need review
- Original values are kept for rollback
- All changes are logged
How we measure it
- Duplicate rate
- Email bounce rate
- Record completeness
- Hours of manual cleanup saved
Revenue
Related agents.
Lead Qualification Agent
Qualifies every inbound lead in minutes, enriches it and books meetings with the right rep.
Sales Research & Outreach Agent
Researches target accounts and drafts personalized outreach for your reps to approve.
Marketing Campaign Agent
Builds segments, drafts campaign content and reports results for your marketers to approve.
Let's talk about what NPLUS Global can do for you.
Tell us about your goals. A specialist will get back to you with practical next steps.