Jul 11, 2021 7:39 AM - edited Jul 11, 2021 7:40 AM
We’re in a data-driven era, where datasets are shared between marketing, sales, and customer service teams to increase organizational effectiveness and facilitate alignment. When you have high levels of inconsistent data, it’s not just one team taking the hit. It’s everyone. The entire company. The fallout from that bad data extends to every corner of your business that the data touches. With that in mind, how often do you currently audit and clean your contacts database? Once a month? Every quarter? Once a year? What does the process look like? Share your thoughts and current schedule.
Jul 29, 2021 3:33 AM
I currently do not work in an area that I know this but I think it depens on the business some need to do it more often than others. Quarterly may be ideal for some but may not be better for others which is why there is more options than just quarterly.
Jul 27, 2021 2:34 AM
If there is an automated way that notfies a contact moved from X company to Y company that's ideal, becasue that creates an opportunity to sell to Y company becuase the person is in favour of our product. I belive updating weekly also will be ideal but its not feasible thats why Quarterly updating or AI based updating could be the options left with.
Jul 22, 2021 7:49 PM
I think it would could differ, depending on the business/comapany. We might need to update our database once a year but a client might need to do it quarterly. The important thing is that you have a process in place, someone who owns that responsibility and a cadenace to ensure you have the most up to date database, when it makes the most sense for you and/or your client.
Jul 22, 2021 5:43 PM
Every 6 months in addition to regular good behaviors. It is important to learn from what one cleans up - do we need to work harder to fill in all important fields? Do we have repetitative errors we can improve? It is also helpful to build in "clean-up" efforts after certain events: for example, send an email newsletter. Review all data including bounce backs, incomplete fields, etc.
Jul 22, 2021 12:05 PM
We have a continuous cleaning process, we try to clean our contacts database by regularly checking and cleaning different areas - clearing out inactive contacts, cleaning duplicates, etc. I've found that after you've done a big cleaning it's best to keep up with the maintenance in smaller more frequent increments - the smaller the list of records that you're cleaning or deleting, the less panic you have over those changes.