Illustrative scenario. Figures are modelled on typical Omnifys deployments and are not drawn from a named client engagement.

The challenge

A scale-up with 60,000 CRM records and 45 sales reps had duplicate accounts, missing firmographics and inconsistent naming. Forecasts were disputed in every leadership meeting, territories overlapped, and reps worked the same accounts twice.

What Omnifys deployed

  • Continuous duplicate detection and merge suggestions
  • Firmographic enrichment on incomplete records
  • Naming and formatting standardisation
  • Data quality scoring by team and territory

Agents used: RevOps Data Hygiene Agent, Account Deduplication Agent, Data Entry & Cleanup Agent.

Results

  • 8,400 — duplicate records merged
  • 96% — record completeness, up from 61%
  • 0 — territory conflicts in the following quarter
  • Trusted — forecast accepted by leadership without dispute

Why it worked

The forecast argument was never really about the forecast. Once the underlying data was clean, the meetings changed character entirely.

Explore this for your business

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