Poor-quality CRM data hurts your bottom line. Businesses lose anywhere from 10% to 25% of revenue due to inaccurate or stale data. In some cases, bad data costs organizations up to $12.9 million annually, and the U.S. economy bleeds $3 trillion per year over this issue.
Employees can waste more than 50% of their time correcting errors, with sales reps burning 27% of their hours on bad records. The cost to fix individual dirty records ranges from $10 to $100, quickly adding up in large databases.
How Oktana Transforms CRM Data from Liability to Asset
As a Salesforce Summit Partner with a rock-solid 4.9/5 CSAT score, Oktana has executed 850+ successful projects across 250+ clients, thanks to a highly certified team—with 900+ Salesforce certifications. LeadIQMartech360
By blending deep expertise in data migration, automation, org assessment, technical debt reduction, and managed services, Oktana ensures your CRM data stays accurate, actionable, and clean.
Real Success: HubSpot ➔ Salesforce Migration & Cleanup
One of our standout achievements: Helped a fast-growing data analytics firm transition from HubSpot to Salesforce.
Challenge: The client’s rapidly evolving CRM in HubSpot had become convoluted. They needed better usability, more customization, and reliable data quality across their sales pipeline.
What Oktana Did:
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Mapped and rebuilt sales processes from the ground up in a fresh Salesforce instance.
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Implemented validation rules, flows, custom objects, page layouts, permission sets, and Pop-ups for effective onboarding.
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Integrated systems across Sales Cloud, Marketing, and Pardot.
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Delivered rich user training, documentation, and embedded guidance like pop-ups and Trailmixes.
Client Result: “Oktana was helpful end-to-end… professional, well versed in tech delivery… kept us on track.” — Larissa, Chief Customer Experience Officer
Why SEO-Minded Businesses Choose Oktana
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Real ROI and Credibility
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Pro-level migration, cleanup, and validation mitigate the 10–25% revenue loss seen in dirty CRM systems.
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Automation and project expertise cut cleanup costs per record and reduce manual effort.
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Salesforce Summit Partner
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Recognized across Customer Success, Innovation, and Growth—not just Gold, but Summit tier. Martech360
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Data-Driven Success Stories
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450% data volume scalability, 50% boost in Snowflake accuracy, and 90% faster processing through advanced Data Cloud + Snowflake architecture. Oktana
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Comprehensive End-to-End Solutions
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From discovery to managed services, everything you need: integration, training, automation, and ongoing governance.
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Ready to Clean Up Your CRM and Unlock True Value?
Oktana brings the people, processes, and proven results to eliminate wasteful CRM data—and unlock measurable business growth. Whether you need:
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A custom CRM data cleanup and migration roadmap
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Automated validation and deduplication workflows
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Secure, scalable architectures using Salesforce Data Cloud and Snowflake
…we’ve got you covered.
Contact us to elevate your CRM from liability to high-value asset.
