Data Quality

[LThurman7]

Hi, is there any easy way to check the quality of data without the Operations Hub? I just inherited a new HubSpot instance with about 7K contacts in the CRM and I'd like to do a quick check to see how much of it is quality data. 

Appreciate any suggestions! 

[franksteiner79 · Accepted solution]

Hi @LThurman7 

I usually spin up a few reports such as:

• Contacts without first name
• Contacts without last name
• Contacts without [whatever the business defines as necessary data]
• Contacts without company association 
• Deals without associations
• And anything else as defined by the business as necessary information to either segment, market or report

Hope that helps

Frank

[Lucila-Andimol · Accepted solution]

Hi @LThurman7 

we usually create for all of our clients a Dashboard about Data quality with information such as contacts without emails, marketing contacts, deals with no owner and so on.

This will keep track on any important information that is missing so that the different owners/team can start working on.

You can also create task to the owner to complete the information.

Another option is using 3rd party tools to help you complete/clean information and also tools like Supered to help users avoid continuing the mess.

Hope this helps

[RBozeman · Accepted solution]

Hey @LThurman7, there are a few features in the base subscriptions that can help you improve data quality. You can use the deduplication tool, turn on automatic contact to company associations, and setup some formatting and validation rules on customer (or even employee) facing forms to kind of **bleep** issues in the bud. Buy beyond using the the standard tools, you could custom code solutions, or hire a consultant/agency to handle this for you. 

However, the argument we make at Insycle (full disclosure: I work for them) is that a series of one-off data cleanup projects with manual elements is not only more time-consuming but also more costly than simply setting up a solution and automating fixes for all of your most common data problems. We wrote about why one-off data cleanup approaches are less than ideal Sisyphean tasks here.

You could look into Insycle. It connects directly to your HubSpot CRM, then has advanced tools for many use cases - daily data quality audits, advanced deduplication to catch more duplicates, deep association management, out of the box formatting templates, standardization of any text field, and tons of other use cases. And you can schedule all of these fixes to run on a set schedule, or even integrate them directly into HubSpot workflows, so that data is cleaned just after it hits your system and before your communications with new customers start going out. 

[Lucila-Andimol · Accepted solution]

Hi @LThurman7 

we usually create for all of our clients a Dashboard about Data quality with information such as contacts without emails, marketing contacts, deals with no owner and so on.

This will keep track on any important information that is missing so that the different owners/team can start working on.

You can also create task to the owner to complete the information.

Another option is using 3rd party tools to help you complete/clean information and also tools like Supered to help users avoid continuing the mess.

Hope this helps

[franksteiner79 · Accepted solution]

Hi @LThurman7 

I usually spin up a few reports such as:

• Contacts without first name
• Contacts without last name
• Contacts without [whatever the business defines as necessary data]
• Contacts without company association 
• Deals without associations
• And anything else as defined by the business as necessary information to either segment, market or report

Hope that helps

Frank