Harbor Solutions is a UK-based data protection and disaster recovery specialist, helping organisations safeguard critical information, strengthen cyber resilience, and maintain business continuity. Through its managed services, the company supports businesses across multiple sectors in protecting their data assets, ensuring compliance, and responding effectively to disruption. With continued growth and an expanding client base, Harbor Solutions remains committed to delivering reliable, transparent, and technology-driven protection services that help customers operate with confidence.
The Challenge
Over time, Harbor Solutions’ Salesforce Sales Cloud system had accumulated inconsistent and outdated data. Duplicate accounts, incomplete records, and irregular data entry made it difficult for sales and management teams to rely on reports or track accurate performance. This impacted forecasting, client segmentation, and overall sales efficiency. The lack of defined data governance also meant new records were often entered without standardisation, leading to further inaccuracies. Harbor needed a structured data cleanse to restore confidence in the system and ensure Sales Cloud could fully support its growth strategy.
▹ Salesforce data had become inconsistent, duplicated, and outdated.
▹ Reports and forecasts were unreliable due to incomplete or inaccurate information.
▹ The business lacked governance and processes to maintain long-term data quality.
The Solution
Aspire CRM worked closely with Harbor Solutions to perform a complete Sales Cloud data cleanse and optimisation. The Aspire team audited the CRM environment, identified data duplication patterns, and implemented a comprehensive clean-up strategy to merge, validate, and standardise all key records. Custom validation rules and deduplication tools were configured to maintain ongoing accuracy, while new data governance processes were introduced to enforce structure and consistency across teams. Aspire also provided user training to embed best practices and ensure sustainable data hygiene moving forward.
▹ Conducted a full data audit to identify inconsistencies, duplication, and stale records.
▹ Merged and standardised key account, contact, and opportunity data across the CRM.
▹ Implemented validation rules, duplicate management, and automated quality checks.
▹ Introduced a structured data governance framework with clear ownership and processes.
▹ Delivered user training and best-practice guidelines for maintaining long-term data hygiene.
The Results
Following the Salesforce data cleanse, Harbor Solutions gained complete trust in the accuracy and reliability of its Sales Cloud system. Reports and dashboards now provide precise insights into performance, improving strategic decision-making and forecasting accuracy. Teams are more efficient, spending less time correcting data and more time engaging with customers and developing new business opportunities.
The implementation of governance protocols ensures that the system remains accurate and sustainable, positioning Harbor Solutions for future growth and continued operational excellence.
%
%
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Increase in reporting and forecast accuracy
Reduction in duplicate and invalid records
Decrease in manual data correction time
WHAT our CUSTOMERS ARE SAYING
Customer Testimonials
“Aspire CRM have completely revitalised our Salesforce environment. We now have a single source of truth for all customer and opportunity data, which has made forecasting and reporting far more reliable and efficient.”
“The data governance processes Aspire introduced have made a huge difference. We’re no longer firefighting inaccurate information — our teams can finally trust the system and focus on delivering results.”
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