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.

rajsharma159
Member

How often do you clean your contacts database?

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.

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DNash1
Member

How often do you clean your contacts database?

All the time. (constantly)

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kml
Member

How often do you clean your contacts database?

Our database is just being formed, but I anticipate quaterly clean ups and probably an annual deep clean.

 

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ADauksa
Participant

How often do you clean your contacts database?

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.

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NGalbraith
Participant

How often do you clean your contacts database?

Not at all yet lol, just migrating

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trangnguyen
Participant

How often do you clean your contacts database?

Constantly, but we've also been doing a deep clean annually. Our goal is to do it a deep clean quarterly

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JerAlexander
Member

How often do you clean your contacts database?

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. 

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martapinov
Participant

How often do you clean your contacts database?

It depends on business

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Jen-VanAntwerp
Member

How often do you clean your contacts database?

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.

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NOReilly
Member

How often do you clean your contacts database?

Interesting to see if there is a difference between B2B and B2C

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JohnAceti
Member | Platinum Partner
Member | Platinum Partner

How often do you clean your contacts database?

Full audits/reviews are quarterly, but there's an element of constant oversight to ensure there aren't duplicates, old/dead contacts, etc.

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lcharriez
Participant

How often do you clean your contacts database?

Every 2 months we need to ensure there is no duplication of members 

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davidtfg
Member

How often do you clean your contacts database?

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.

CJeremiason
Member

How often do you clean your contacts database?

Our ideal timing is quarterly. 

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MariaN3
Participant

How often do you clean your contacts database?

Quarterly is our goal, but so far we are doing it yearly

SKjolby
Participant

How often do you clean your contacts database?

quarterly 

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ADubey
Member

How often do you clean your contacts database?

Quarterly

 

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VBulava
Member

How often do you clean your contacts database?

I believe it is important to sort contacts at least every 3 months. 

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ClaudiaC
Participant

How often do you clean your contacts database?

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. 

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DGladwell
Member

How often do you clean your contacts database?

Currently about once a year for major changes, but on an adhoc basis when we have bot attacks or incorrect data loaded.

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idelgado
Participant

How often do you clean your contacts database?

Ideally every six months

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