CRM Optimization Watchlist

Clean, merge, and flag viable accounts.

Fix your CRM

Why this matters

CRMs accumulate duplicates and inactive accounts, wasting SDR time and inflating pipeline. Salesforce and HubSpot surface duplicates and clean fields, but they don’t resolve viability: a bankrupt entity looks as good as a healthy one, and multi-BU CRMs remain fragmented.

This segment merges duplicates, normalizes identifiers, and overlays solvency to flag viable accounts — delivering a re-import-ready watchlist that is both clean and strategically filtered.

CRM Intelligence

How Starzdata solves this

Match CRM records to verified external company IDs.
Detect and cluster duplicates into one entity.
Normalize names and domains, preserving CRM IDs.
Overlay solvency, turnover, and active status for viability.
Apply merge rules: external source trumps CRM, log conflicts.
Generate comments per record for analyst and RevOps traceability.

This segment is activated with a blend of trusted sources and your own inputs

AI reasoning

Curated APIs

Web intelligence

User Input

What you get:

A deduplicated, viability-flagged account list ready for pipeline cleaning.
Normalized fields (names, domains, IDs) with full traceability.
Conflict log and merge comments for analyst and RevOps transparency.
Viability scoring based on solvency and activity, not just CRM status.
Ready-to-use exports for Salesforce, HubSpot, or MS Dynamics.

Sample data for this segment

#	crm account id input(input)	company name input(input)	website input(input)	vat id input(input)	company name normalized	company name normalized confidence	website domain verified	website domain verified confidence	company id external	company id external confidence	duplicate cluster id	duplicate cluster id confidence	match confidence	match confidence confidence	master record preference	master record preference confidence	merge conflict flag	merge conflict flag confidence	merge conflict log	merge conflict log confidence	turnover latest	turnover latest confidence	solvency score	solvency score confidence	active status flag	active status flag confidence	viability flag	viability flag confidence	viability confidence	custom taxonomy tags	custom taxonomy tags confidence	overall comment	overall comment confidence
1	SFDC_001	FinServe Nordic	finservenordic.com	SE556677-1234	FinServe Nordic AB	100%	finservenordic.se	97%	CS_100045	100%	CL_01	100%	95%	100%	external_source	100%	true	100%	Website mismatch (.com vs .se); kept verified .se....	100%	320000000	100%	85	100%	true	100%	true	100%	94%	["Financial Services"]	90%	Clustered 2 CRM rows; verified domain; solvency 85...	100%
2	HUB_122	AgriChain France	agrichain.fr		AgriChain France SA	100%	agrichain.fr	98%	CS_100312	100%	CL_02	100%	91%	100%	external_source	100%		100%		100%	95000000	100%	78	100%	true	100%	true	100%	92%	["AgriTech"]	90%	Single match; verified domain; solvency 78; active...	100%
3	MSD_873	MedLife Diagnostics	medlife-diagnostics.de		MedLife Diagnostics GmbH	100%	medlife-diagnostics.de	97%	CS_100778	100%	CL_03	100%	94%	100%	external_source	100%	true	100%	Name variant in CRM vs legal; kept normalized lega...	100%	145000000	100%	82	100%	true	100%	true	100%	93%	["MedTech"]	90%	Matched confidently; normalized name; solvency 82;...	100%
4	SFDC_212	ChemPro Polska	chempro.pl		ChemPro Polska Sp. z o.o.	100%	chempro.pl	98%	CS_101002	100%	CL_04	100%	89%	100%	external_source	100%		100%		100%	120000000	100%	52	100%	true	100%		100%	96%	["Chemicals"]	90%	Matched; solvency below threshold; active but not ...	100%
5	HUB_541	BuildSmart Italia	buildsmart.it		BuildSmart Italia SRL	100%	buildsmart.it	99%	CS_101121	100%	CL_05	100%	92%	100%	external_source	100%	true	100%	Address mismatch across CRM rows; kept CRM address...	100%	87000000	100%	80	100%	true	100%	true	100%	95%	["Construction"]	90%	Merged 2 CRM rows; normalized name; solvency 80; a...	100%

Showing 1 to 5 of 5 entries • Click row for details

Each row represents one CRM account record, enriched and normalized against verified company identifiers. The dataset clusters duplicates, resolves conflicts, and flags viability using solvency and activity checks.
For every record, you see:

CRM inputs: raw account ID, company name, website, VAT/registration ID.
Normalization: standardized legal name, verified domain, external company ID.
Deduplication: cluster ID linking multiple CRM rows, match confidence, and merge conflict log.
Enrichment: turnover, solvency score, active status.
Viability check: final flag (viable or not), with confidence level and plain-language comment.
Traceability: every conflict and decision logged for auditability.