Best way to clean up CRM
Jan 22, 2020 10:49 PM
My company is working with 3...THREE...CRMs. What would be the best way to begin cleaning up this mess?
I've started with removing duplicates/merging contacts. Unfortunately, we aren't going to outsource a third party to do it at this time and we have 1061 duplicates - a work in progress.
There are a number of HubSpot properties we're not using at the moment because our sales team is not using HubSpot. I have created a number of custom properties to help me on the marketing side but I'm at a loss for the duplicate properties with fields in each one. We have 44k contacts but that also seems unnecessary so maybe omitting the hard bounces and unsubscribes will help with that. Should I export those and save them, then delete them from our contact?