I would say having the skeleton workflow for all key processes instead of regular cleans sets system up for success. e.g. one nice flow could be adding countries to a custom field Region to group better, create broader segments for marketers to use data effectively
I would suggest to clean up database on a quarterly basis to make it up-to-date. By regular cleaning the database will increase the value of the database and give the right contact details of the right people along with the insight on how many % of contacts are expired or active.
I think a clean-up quarterly like recommended by HubSpot is perfect. You can go back and asses your current contacts and see who needs to stay and whom might not be of benefit to you so you might need to remove. Doing a clean-up assures we are targeting the right contacts for our marketing efforts.
If you have contact that are not valid and you send emails you get a lot of bounces and this could be viewved as spam by email providers and then you will find it hard to get any emal througth to contacts. I would also recomend a quaterly clens, but also a big yearly one just to make sure.
It can vary based on the size of your database and how rapidly it changes. However, a common best practice in marketing management is to review and clean the database at least once a quarter. More frequent cleaning might be needed if you’re adding contacts rapidly or if your contacts’ information changes often.
keeping your contacts database clean and updated is crucial to the success of your marketing campaigns.
Depending on the business size. Twice a year seems ok.
I’m not sure that we currently have a standardized process in place to clean our database!
. Moving forward, I think at least 2x per year would be good for ours.
I am not sure entirely how often we clean our contacts database, but in the future I believe we should clear them out every Qaurter before we send our monthly newsletter.
It would be ideal to do it once every quarter, with maintenance on a daily basis if a contact is found to be spam or invalid info. I don’t think we do it at all right now
it is generally recommended to regularly review and clean your contacts database at least once a quarter to ensure data accuracy and maintain the effectiveness of your marketing, sales, and customer service efforts.
At least once a quarter
Scheduled review once a quarter, but regularly reviewed and maintained to keep accurate information for our contact lists
I think every 1-2 quarters, companies should clean out the database that way it is not constantly time-consuming.
I think this depends on marketing efforts, but contact database cleaning should be done at least once a quater.
At least once per 6 months to ensure your contacts are still active and in the position and company you have left them.
Once a quarter seems to be the sweet spot, or sooner if I notice there had been a surge of bots. For example, if I suddenly get a bunch of new contacts with nothing that should have triggered it, that’s when I’ll go investigate to see why that’s the case - it’s usually fake accounts. Luckily that doesn’t happen often, but it does happen.
yeah i agree as well. Once a quarter would be best. This will ensure contacts are still active.
Quarterly, unless you find the need to do it more often than that.
To be able to ensure the best outcomes, quarterly cleaning up and managing your contacts database is a good approach. However, if one feels the need to do it more often than that, should do so. It will only yeild better results in my opinion (should you be removing the inactive ones only and not the right kind of contacts).
i do it once a year or after a major shift like corona , major layoff waves , etc