Clean and format data for your CRM

Clean and format data for your CRM

The marketing and sales team has recently returned from an event and need to add a list of new connections they’ve made to the CRM. The format of the data collected, isn’t consistent with your system.

With Qube’s expression builder you can run the text manipulation tool to clean and tidy the data. Use this tool to replace, change or join the text to reformat the information into your desired output. You can also split data from one field to many, with error indicators that highlight any data that hasn’t been successfully matched and cleansed.

The benefits:

  • Clean and normalise data and split single strings of data into multiple fields, columns or headers
  • Visualise the process at every step to preview the outcome and ensure the configuration is correct
  • Quickly and easily transform your data into the desired format for your CRM import