---
title: Sales, CRM, AI, and Marketing Automation Services | Cleaning Up Data
description: Sales, CRM, AI, and Marketing Automation Services such as Cleaning Up Data are an important offering of any Sales, CRM, AI, and Marketing Automation Services provider. Grow your sales with Sales, CRM, AI, and Marketing Automation Services.
image: https://thesaleswhisperer.com/hubfs/_Podcast_Images/The-Sales-Podcast-Owen-Hemsath-Video-Marketing-145.jpg
---

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 Jun 13, 2025

# Sales, CRM, AI, and Marketing Automation Services | Cleaning Up Data

![Picture of Wes Schaeffer](https://thesaleswhisperer.com/hs-fs/hubfs/Wes%20Schaeffer%2c%20The%20Sales%20Whisperer%20black%20white.png?width=50&name=Wes%20Schaeffer%2c%20The%20Sales%20Whisperer%20black%20white.png) [Wes Schaeffer](https://thesaleswhisperer.com/blog/author/wes-schaeffer)

Share: [facebook-f icon](http://www.facebook.com/share.php?u=https://thesaleswhisperer.com/blog/infusionsoft-services-cleaning-up-data) [linkedin-in icon](http://www.linkedin.com/shareArticle?mini=true&url=https://thesaleswhisperer.com/blog/infusionsoft-services-cleaning-up-data) [Twitter icon](https://twitter.com/intent/tweet?url=https://thesaleswhisperer.com/blog/infusionsoft-services-cleaning-up-data) [pinterest-p icon](http://pinterest.com/pin/create/link/?url=https://thesaleswhisperer.com/blog/infusionsoft-services-cleaning-up-data) [envelope icon](mailto:?body=https://thesaleswhisperer.com/blog/infusionsoft-services-cleaning-up-data)

Why do we offer Sales, CRM, AI, and Marketing Automation Services Cleaning Up Data? Because anything worth doing is worth doing poorly.

What a crazy saying, huh?

But if you think about it, it makes sense.

It was worth learning how to walk, talk, run, ride a bike, hit a golf ball, etc. We were terrible at them at first but since they were worth doing we stuck with it until we mastered it. (Well, maybe we're still trying to master golf. But you get the point.)

Maybe you jumped head first into Infusionsoft and started sending emails and creating web forms and email templates and now you have some redundant or extraneous data cluttering up your Infusionsoft application.

We can help with our **Sales, CRM, AI, and Marketing Automation Services:** Cleaning Up Data.

Remember that [Marketing Automation Plan](https://thesaleswhisperer.com/blog/infusionsoft-services-marketing-automation-plan/) we started out with? We can go back to that to maintain clarity and focus on your main business-growth goals with Infusionsoft to:

- Streamline your Tags for better list segmentation to include smarter Tag Categories, Behavior Tags, Membership Site Access Tags and more.
- Delete unused email Templates.
- Delete old Products or at least hide them from your [eCommerce](https://thesaleswhisperer.com/blog/infusionsoft-tip-using-google-chrome-when-working-in-the-ecommerce-section/) Storefront.
- Merge and/or remove Duplicate Contacts.
- Tighten and Freshen-up Follow-Up Sequences.
- Verify products and subscriptions are in the correct [affiliate](https://thesaleswhisperer.com/blog/affiliate-marketing-strategies-explained/) programs.
- Update shipping amounts to include standard domestic, expedited and international shipping.
- Confirm all fulfillment reports include newly-added physical products.
- Verify permissions for all personnel includes administrators, sales, management, marketing, operations and support.
- Add more advanced Triggers to your Opportunity pipeline and more.

We know how to do that because we made the same mistakes way back in 2008 and we've now been helping dozens and hundreds of Infusionsoft [clients](https://thesaleswhisperer.com/fans) do the same.

[custom AI solution development](https://thesaleswhisperer.com/blog/topic/custom-ai-solution-development), [Sales Training](https://thesaleswhisperer.com/blog/topic/sales-training), [ROI of AI](https://thesaleswhisperer.com/blog/topic/roi-of-ai)

## Related posts

[![](https://thesaleswhisperer.com/hs-fs/hubfs/_Podcast_Images/The-Sales-Podcast-Owen-Hemsath-Video-Marketing-145.jpg?height=200&name=The-Sales-Podcast-Owen-Hemsath-Video-Marketing-145.jpg)](https://thesaleswhisperer.com/blog/infusionsoft-services-a-sample-email-or-two)

[custom AI solution development](https://thesaleswhisperer.com/blog/topic/custom-ai-solution-development), [Sales Training](https://thesaleswhisperer.com/blog/topic/sales-training), [ROI of AI](https://thesaleswhisperer.com/blog/topic/roi-of-ai)

## [Sales, CRM, AI, and Marketing Automation Services: A Sample Email Or Two](https://thesaleswhisperer.com/blog/infusionsoft-services-a-sample-email-or-two)

![Picture of Wes Schaeffer](https://thesaleswhisperer.com/hs-fs/hubfs/Wes%20Schaeffer%2c%20The%20Sales%20Whisperer%20black%20white.png?width=50&name=Wes%20Schaeffer%2c%20The%20Sales%20Whisperer%20black%20white.png) [Wes Schaeffer](https://thesaleswhisperer.com/blog/author/wes-schaeffer) 

 Jun 13, 2025

How To Build Elegant Emails Via Sales, CRM, AI, and Marketing Automation Services One of the most...

[Read more](https://thesaleswhisperer.com/blog/infusionsoft-services-a-sample-email-or-two)

[![](https://thesaleswhisperer.com/hs-fs/hubfs/Imported_Blog_Media/728x90-seeademo-Dec-10-2025-07-34-19-3693-PM.jpg?height=200&name=728x90-seeademo-Dec-10-2025-07-34-19-3693-PM.jpg)](https://thesaleswhisperer.com/blog/small-business-doubled-their-sales-in-under-90-days-with-infusionsoft)

[custom AI solution development](https://thesaleswhisperer.com/blog/topic/custom-ai-solution-development), [Sales Training](https://thesaleswhisperer.com/blog/topic/sales-training), [ROI of AI](https://thesaleswhisperer.com/blog/topic/roi-of-ai)

## [Small Business Doubled Their Sales in Under 90 Days With Infusionsoft](https://thesaleswhisperer.com/blog/small-business-doubled-their-sales-in-under-90-days-with-infusionsoft)

![Picture of Wes Schaeffer](https://thesaleswhisperer.com/hs-fs/hubfs/Wes%20Schaeffer%2c%20The%20Sales%20Whisperer%20black%20white.png?width=50&name=Wes%20Schaeffer%2c%20The%20Sales%20Whisperer%20black%20white.png) [Wes Schaeffer](https://thesaleswhisperer.com/blog/author/wes-schaeffer) 

 Jun 13, 2025

Family-Owned Business Grows Sales 149% in 90 Days! Now, obviously you wouldn't be reading this if...

[Read more](https://thesaleswhisperer.com/blog/small-business-doubled-their-sales-in-under-90-days-with-infusionsoft)

[![Sales, CRM, AI, and Marketing Automation Services: Saving Contact Lists](https://thesaleswhisperer.com/hs-fs/hubfs/Infusionsoft_Screenshots/infusionsoft-services-saving-contact-lists.jpg?height=200&name=infusionsoft-services-saving-contact-lists.jpg)](https://thesaleswhisperer.com/blog/infusionsoft-services-saving-contact-lists)

[Keap CRM Review](https://thesaleswhisperer.com/blog/topic/keap-crm-review), [Sales Training](https://thesaleswhisperer.com/blog/topic/sales-training), [ROI of AI](https://thesaleswhisperer.com/blog/topic/roi-of-ai)

## [CRM, AI, and Marketing Automation Services: Saving Contact Lists](https://thesaleswhisperer.com/blog/infusionsoft-services-saving-contact-lists)

![Picture of Wes Schaeffer](https://thesaleswhisperer.com/hs-fs/hubfs/Wes%20Schaeffer%2c%20The%20Sales%20Whisperer%20black%20white.png?width=50&name=Wes%20Schaeffer%2c%20The%20Sales%20Whisperer%20black%20white.png) [Wes Schaeffer](https://thesaleswhisperer.com/blog/author/wes-schaeffer) 

 Jul 14, 2014

You get Infusionsoft to build big contact lists and to nurture them until they buy from you, send...

[Read more](https://thesaleswhisperer.com/blog/infusionsoft-services-saving-contact-lists)

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