Database Audit Help Needed

Looking for a CRM Data Audit Specialist

Our firm recently moved from Wealthbox to Redtail based on a recommendation from a third-party consultant. The reason for the switch was that we were advised Wealthbox would not be able to handle the thousands of leads we bring into our database each month. However, during and after the transition, we have encountered significant issues:

• Duplicate contacts: Redtail created a large number of duplicate records.

• Missing notes: Key client notes from Wealthbox, some spanning 10 years, didn’t transfer and are missing from Redtail.

• Tagging errors: Marketing campaigns are disrupted due to incorrect or missing tags on contact records.

• High CRM Costs: We are currently maintaining both Wealthbox and Redtail because we don’t trust that Redtail has all of our data. We continue to find more duplicates, missing data, and missing tags daily. This is costing us over $24,000 a year to maintain both databases.

Does anyone know of a specialist who can audit our data, ensure everything matches between systems, and fix these issues? Any contacts or recommendations would be greatly appreciated!

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