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Data Infrastructure

10,000-Account CRM Enrichment

Restored firmographic accuracy across ~10,000 Salesforce accounts by sourcing institutional data from IPEDS, normalizing it in Google Sheets, and re-importing by Account ID. This improved segmentation, territory reporting, and CRM reliability.

CRM Enrichment Google Sheets Dataset
Problem
Firmographic fields missing across thousands of accounts Inconsistent naming and website formatting Time zone inaccuracies affecting outreach timing Unreliable segmentation and territory reporting
Solution
Salesforce Account export IPEDS firmographic data pull Google Sheets normalization ID-based record mapping Pre-import QA validation
Outcome
~10,000 accounts enriched Restored segmentation accuracy Reliable territory reporting CRM as a trusted data layer
How It Works
Salesforce Account Export
  • IPEDS Data Pull (FTE, domain, geography, time zone)
  • Google Sheets Normalization
  • QA Sampling
  • CSV Export
  • Salesforce Re-Import by Account ID
  • Clean CRM Dataset
Screenshots
Salesforce Data Import Wizard: Import Configuration
Salesforce Import Wizard
Salesforce Data Import Wizard: Field Mapping
Salesforce Field Mapping
Tools & Skills
IPEDS Google Sheets Salesforce CRM Salesforce Data Import Wizard Data Normalization QA Validation
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