HubSpot Marketing

JorieMunroe
Inbound Professor
Inbound Professor

How often do you clean your contacts database?

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.

1,570 Replies 1,570
PBeckman
Member

How often do you clean your contacts database?

At its core, the question of when and why to remove a contact from your database is important.  However, an unengaged lead this year can easily turn into an engaged lead next year.  The question I have is... how do you determine a long-term target and a waste of time lead?

0 Upvotes
Don_Crow
Participant | Diamond Partner
Participant | Diamond Partner

How often do you clean your contacts database?

Hi there - as an inbound agency founder, we did a far better job of helping our clients clean their databases - typically twice per year - than we did for ourselves! It is essential, even as simple as de-duplication and making sure you don't have bottlenecks in your automation processes can take significant time. That said, it's a group of tasks that needs to be documented, actively monitored and QA'd by leadership in any organization IMO.

0 Upvotes
asqui
Member

How often do you clean your contacts database?

Hello from VT! I'm not sure how often we do a formal audit besides the one we did last year. However, we're nuts for updating contacts in HS to reflect day to day changes.

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JCaragher
Participant | Partner
Participant | Partner

How often do you clean your contacts database?

Not often enough!

0 Upvotes
MPoynton
Participant

How often do you clean your contacts database?

For a large business with a lot of data, monthly to bi-monthly. Bad data will cost money and have a negative effect on results and insights

0 Upvotes
KHernandez
Member

How often do you clean your contacts database?

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.

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MGlenn
Member

How often do you clean your contacts database?

We clean ours quarterly. 

0 Upvotes
NBurkart
Member

How often do you clean your contacts database?

Hi, I would clean the data base at least once every 3 months.

0 Upvotes
YAdmin
Participant

How often do you clean your contacts database?

Our process looks at cleaning our database every half a year, however, we usually end up keeping a lot of data inside our CRM for later, and communicating only with the engaged prospects/clients.

0 Upvotes
JfMoncada
Contributor

How often do you clean your contacts database?

I think cleaning your database helps you to optimize your business performance with all of your customer, I think every quarter would be great.

0 Upvotes
Dcflegler
Participant

How often do you clean your contacts database?

We will go through and remove and merge accounts that need that done to them, but more often than not we keep all of the contacts that we are asigned through Hubspot. 

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SHeisselberg
Participant

How often do you clean your contacts database?

Twice a year however quarterly would be iedal. 

0 Upvotes
SHeisselberg
Participant

How often do you clean your contacts database?

Twice a year, however quarterly would be ideal.

0 Upvotes
SKuttiyan
Member

How often do you clean your contacts database?

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. 

0 Upvotes
CWilkinson
Member

How often do you clean your contacts database?

About every six months for my industry. 

0 Upvotes
KPavel
Contributor | Elite Partner
Contributor | Elite Partner

How often do you clean your contacts database?

It depends on the size of your list but we like to do it monthly to keep it fresh for the newsletter. 

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ishabehl
Member

How often do you clean your contacts database?

A

0 Upvotes
JWright10
Participant

How often do you clean your contacts database?

Around once a month is ideal as we are a small business.

0 Upvotes
SKrause
Member

How often do you clean your contacts database?

I try to do this quarterly or it can quickly get out of hand and overwhelming.

0 Upvotes
sfarshgar
Member

How often do you clean your contacts database?

in my opinion, every 6 months is fine

0 Upvotes
Yshannon77
Member

How often do you clean your contacts database?

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. 

0 Upvotes