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.
To ensure that nothing is overlooked and that everyone is aware of the larger picture, we utilise Clickup to manage our campaigns. However, the most crucial step is to ensure that all tasks are linked to that particular campaign name.
The data should be cleaned on project to project basis. Every project has different needs for data so cleaning should be done accrodingly. Also, I think cleaning contacts database every month is doable to keep functions manageable.
I try to clean out contacts anytime we send an email out. We tend to have a lot of changes happening in the area that I work in, so eliminating the bad emails right away is always best for me.
This is also the system I've used in the past. I'll export dead leads, contacts and users that haven't engaged on a monthly basis with a more robust clean-out on a quarterly basis. I will also segment the dead leads into different lists, export them and then attept to re-engage with them on later campaigns or through other avenues.
We clean up our database on continuing bases. We have specific criteria in place and timetables. This gives us an opportunity to create a list and review as new contacts come in and as deals are moved from stage to stage. So we try to be proactive with our database as well as real-time and reactive for those less engaged.
