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.
Aug 30, 2021 11:29 PM
Cleaning the contacts database is a must have activity. Because, if it keeps growing that may cost a lot for renewals. There is no such timeline which should be considered as a standard to clean database. But, in my views system should reviewed every quarter and keep creating some contact views to segragate the non active contacts. And every year before renewal review these lists and remove such contacts.
Aug 30, 2021 1:40 PM
I have tried annually to clean it up but I am hoping with HubSpot and workflows we'll be a lot more consistent. I usually clean up duplicate accounts, duplicate contacts but we don't do much we people who aren't at the company or unsubscribed. They just sit in SFDC not sure what best practice is with those contacts.
Aug 27, 2021 4:30 PM
I would say it depends on the customer timeline for your business. Understanding a typical lifecycle for a customer and the latency and recency of your customers can help determine when someone can be considered disengaged.
Aug 26, 2021 7:55 PM
The cadence that I find works best for most of the organizations I've worked with is whatever coincides with your newsletter or largest mailing, as long as that is no longer than once every quarter. If there is a mass mail or email that goes out more frequently (i.e., monthly), then the data should be scrubbed prior to that activity. If the organization doesn't conduct any mass mailings or emails (or that activity takes place at longer than quarterly intervals), then best practice would be to clean up the database quarterly.
Aug 25, 2021 3:45 PM
Full audits/reviews are quarterly, but there's an element of constant oversight to ensure there aren't duplicates, old/dead contacts, etc.
Aug 23, 2021 3:33 PM
I think this is a constant process. If you see something, say something (or correct something). Whether they have the wrong persona assigned, contact isn't there anymore, or other reasons, clean it up as you go.
Aug 21, 2021 9:46 PM - edited Aug 21, 2021 9:48 PM
I try to clean out our contacts as often as I can - at least a couple of times a year. Due to the type of data we handle, I have set up custom lists to identify contacts that should not be deleted (they have an existing relationship with us, but have opted out of all communications) to be compared with contacts opted out or having low engagement.