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English
$
USD
I will streamline your business processes and create efficient workflows
Experienced Business Operations and Excel Specialist
Hi, I’m Charlotte! I’m a business operations professional with a passion for making life easier through smarter, simpler ways of working!
With experience in team leadership, Excel, Salesforce, SAP an...
About this Gig
Messy customer data? Lets get it organised!
Hi, Im Charlotte! Im a business operations professional with extensive experience in customer data management, CRM systems and maintaining accurate business records.
Having worked with systems including Salesforce, SAP and Excel, I know how important clean, consistent data is to keeping a business running smoothly.
Whether youre dealing with duplicate records, inconsistent formatting or a database that needs a little TLC, Id love to help!
Heres what I can do:
- Clean and organise customer databases
- Identify duplicate or inconsistent records
- Standardise names, addresses and contact details
- Format CRM exports and Excel spreadsheets
- Organise and validate data fields
- Prepare clean datasets for review or import
Why choose me?
Ive progressed from administration into team leadership and management within a major UK organisation, working extensively with business-critical customer information.
Im friendly, detail-oriented and genuinely enjoy turning disorganised data into something accurate, clear and easy to manage.
Please message me before ordering so we can discuss your data and find the right package.
Lets get your data looking its best!
Business type:
Startups
•
Corporates
Service type:
Workflow optimization
FAQ
Q: Can you work with Salesforce or SAP data?
A: Yes! I have professional experience with both systems and can help clean and organise exported data in Excel or CSV format.
Q: Can you remove duplicate customer records?
A: I can identify potential duplicates and, where the matching rules are clear, remove them from a working copy. Ambiguous matches will be flagged for your review.
Q: Can you work with more than 600 records?
A: Absolutely! Please message me with the size and complexity of your dataset, and I'll provide a custom quote.
Q: Will you make changes directly in my CRM?
A: My standard packages cover exported files rather than direct CRM access. Please contact me if you need a different arrangement.
Q: Will my data be kept confidential?
A: I'll handle your information carefully and only use it to complete your order. Please remove or anonymise personal and sensitive information wherever possible before sharing.
