Question 1

Do we have to replace our CRM or middleware to fix our data problems?

Accepted Answer

In our experience, replacing your CRM is rarely needed. Most lost enquiries, duplicate records and awkward automated emails come from missing field contracts, unkeyed retries or poorly structured account rules inside the tools you already own. We fix the architecture inside your current stack first.

Question 2

How do you clean up duplicate CRM records without merging separate buyers at the same company?

Accepted Answer

We never run blind auto-merge tools on live B2B data. We separate the contracting company (Account) from the individual person (Contact), test deterministic matching rules on an offline snapshot first, and hold ambiguous records in a human review queue.

Question 3

Why do website enquiries disappear even when the visitor saw a thank-you message?

Accepted Answer

Because many websites show the confirmation message in the browser before the background webhook to your CRM has finished. If your CRM rejects the payload over a missing required field or formatting mismatch, the lead vanishes unless error alerting is in place.

Question 4

Can you separate our trade account performance from our retail shoppers?

Accepted Answer

Yes. Using your transactional order database rather than browser cookies, we separate managed trade accounts, trade-counter buyers and one-off retail shoppers so you can see true repeat rates, margin and acquisition value per cohort.

Question 5

How do we get started?

Accepted Answer

Tell us which systems are involved, where your team is currently rekeying data or fighting duplicates, and what commercial job the data needs to support. We will review your setup and give you a clear scope and quote.

Customer data and connected systems that agree with each other

Decide which system owns each fact

Trace and harden the data handoffs

Cleanse records and structure B2B accounts safely

Build state-aware workflows and cohort visibility