CRM Data Quality for RevOps Teams
60% of CRM data decays annually. Learn how to automate data hygiene, catch issues in real-time, and fix problems with one click.
Try Automated Cleaning Rules14-day free trial. No credit card required.
The CRM Data Quality Crisis
of CRM data decays every year
of close dates are inaccurate
annual cost of bad data (avg.)
of sales data never enters CRM
Why This Matters for RevOps
- ✕ Inaccurate forecasts: 56% of sales forecasts miss the mark because of bad data
- ✕ Wasted time: Sales managers spend 12+ hours/week on forecast prep instead of coaching
- ✕ Missed opportunities: Stale deals slip through the cracks, renewals get forgotten
- ✕ Lost trust: Leadership can't trust the numbers, so they build shadow spreadsheets
Traditional vs. Modern Data Hygiene
The Old Way
- ✕ Manual spreadsheet audits (weekly or monthly)
- ✕ Export data, find issues, email reps to fix
- ✕ Issues pile up between audits
- ✕ Reps ignore email requests
- ✕ RevOps becomes the "data police"
The Pyko Way
- ✓ Automated cleaning rules run on schedule
- ✓ Issues detected and alerted in real-time
- ✓ Alerts go directly to the responsible rep
- ✓ One-click fixes in Slack/Teams
- ✓ RevOps tracks metrics, not individual records
Common CRM Data Quality Issues
These are the issues Pyko's Cleaning Rules detect automatically.
Stale Close Dates
Deals with close dates in the past that haven't been updated. These destroy forecast accuracy.
Example rule: "Alert when close date is in the past and stage is not Closed"
Missing Required Fields
Opportunities missing critical data like next steps, MEDDIC fields, or contact info.
Example rule: "Alert when Amount > $50K and Champion field is empty"
Stalled Deals
Opportunities that haven't moved stages in 14+ days. These need attention or should be closed.
Example rule: "Alert when stage unchanged for 14 days and not in Closed"
Inactive Owner
Records assigned to users who've left the company or changed roles.
Example rule: "Alert when owner is inactive and deal is open"
Slipping Close Dates
Deals where the close date keeps getting pushed. A pattern that predicts lost deals.
Example rule: "Alert when close date pushed 3+ times"
Zero Amount Deals
Opportunities in late stages with no amount entered. Can't forecast what you can't measure.
Example rule: "Alert when stage is Negotiation and Amount is 0"
How Pyko's Cleaning Rules Work
Set it once, catch issues forever.
Define Your Rules
Use templates or create custom rules. No code required. Set schedule (daily, hourly, etc.)
Automatic Detection
Pyko scans your CRM on schedule and identifies records that match your criteria.
Alert + Quick Fix
Reps get notified with full context and can fix the issue with one click in Slack/Teams.
Acme Corp - Enterprise Deal
Close date was Nov 15, 2024 but deal is still in "Proposal" stage
Results RevOps Teams Achieve
Close date accuracy (up from 60%)
Saved per manager per week on forecast prep
Reduction in stale pipeline
"Before Pyko, we spent half our time chasing reps to update their deals. Now the system does it automatically. Our forecast accuracy went from 'educated guess' to something leadership actually trusts."
— RevOps Manager, Series B SaaS Company
Get Started in 5 Minutes
Connect CRM
Salesforce or HubSpot via OAuth
Connect Slack/Teams
Install the Pyko app
Choose Templates
Or create custom rules
Set Schedule
Daily, hourly, or custom
Frequently Asked Questions
How is this different from native CRM reports?
Native reports show you the data, but don't push alerts to the right people at the right time. Pyko proactively notifies record owners in Slack/Teams and gives them one-click actions to fix issues immediately.
Does Pyko modify CRM data automatically?
No. Pyko detects and alerts, but changes only happen when a user clicks an action button. You stay in control of all data modifications.
Can I create custom cleaning rules?
Yes. Pyko's no-code builder lets you create rules based on any field or combination of fields. Use filters like "where Amount > $50K AND Next Step is empty AND Stage = Negotiation."
How often do cleaning rules run?
You set the schedule. Options include hourly, daily, weekly, or custom cron expressions. Most teams run data hygiene checks daily.
Does Pyko work with both Salesforce and HubSpot?
Yes. Pyko supports both CRMs. You can even manage both from a single Pyko account if your organization uses multiple CRMs.
What if we use Microsoft Teams instead of Slack?
Pyko works with both Slack and Microsoft Teams. All features including Cleaning Rules work identically on both platforms.