Mixbound Documentation
Technical reference for Mixbound services: what each one reads, what it writes back to your CRM, and how to configure it safely.
Products
Automated CRM Audit
ProductionRead-only portal assessment. Scans seven operational domains, produces severity-classified findings with the count and population behind each, and stores every run as a snapshot so figures can be compared rather than recalculated. Delivered as a detailed PDF; Audit+, a tier of the Audit, adds automated weekly Audit runs, client portal access, full Audit History, run comparisons and ad hoc Audits. Writes nothing.
RevOps Health Digest
ProductionWeekly email built from stored audit snapshots. Headline counts with the change since last week, findings ranked by severity, and a four-week trend. Where a figure cannot be measured it prints the reason instead of a zero. Writes nothing.
Data Enrichment
ProductionAdds information that was not in the CRM, from external providers. Two provider sweeps run daily against a list you control. A gap is filled; an existing value is never replaced. Every run reports what it wrote, skipped and failed.
Data Enhancement
On requestWorks on data already in the CRM: standardising categorical values, matching and merging duplicate records, and deriving fields the CRM does not store, such as ACV from line items. Runs as a scoped pass, not as a service.
Data Enhancement Operations
ACV Calculation & Correction
On requestRecomputes annual contract value from the line items attached to a deal, across four models: booked and prorata, each allocated into calendar and fiscal years. Corrects the stored figure where it has drifted from what the line items support.
Contact Deduplication
On requestIdentifies duplicate contacts by normalised name with a company gate, or by public profile identity where a person has changed employer. The surviving record is chosen by a fixed rule, and a snapshot is taken before any merge.
Company Deduplication
On requestGroups companies on name together with domain, then merges by a fixed precedence. A group carrying two or more distinct Salesforce Account IDs is skipped outright rather than resolved by guess.