Database Clean up

CRM & Sales CRM
1

Hi Everyone,

I just joined a company and want to clean / manage their contact hubspot database. I’m looking to do this in an efficient manner.

My question is how do I clean/manage this contact list as efficient as possible? Is there any good examples of a good database? We will eventually continue/launch on our email marketing soon.

Thanks!

2

Hi @HanaPn,

Here are a few things we typically do to keep a clean database:

  • Remove bounced contacts
  • Run a duplicate contact/company report
  • Create lists for sends since last engagement
    • List 1: Definitely Delete
    • List 2: Last Chance Email
    • List 3: Keepers
    • The other variables you add to those lists will be specific to your business case
  • Remove unqualified contacts
    • Not contacts that can be nurtured, but instead completely unqualified contacts

This is a pretty decent article on the topic.

Good luck!

Josh

3

Thank you so much Josh!