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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 9, 2022 2:15 PM
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.
Jul 8, 2022 1:58 PM
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.
Jul 8, 2022 1:46 PM
Each month to keep it manageable
Jul 7, 2022 9:07 PM
Daily / Weekly.
Jul 7, 2022 4:56 PM
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.
Jul 7, 2022 1:11 PM
We clean out our contacts as needed or as directed by our clients.
Jul 6, 2022 10:28 AM
I refresh the database quarterly though will keep on top of it in real time re- bounce backs and unsubscribed emails
Jul 6, 2022 4:04 PM
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.
Jul 5, 2022 9:22 PM
Quarterly
Jul 5, 2022 7:03 PM
Annually.
Jul 5, 2022 3:01 PM
Every quarter to see which customers are still engaged and active.
Jul 5, 2022 6:57 PM
I am trying now to create a regular cadence with my company, but at this time, there is no standard. My plan is to do it once quarterly.
Jul 5, 2022 12:16 PM
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.
Jul 4, 2022 12:43 PM
Quarterly
Jul 4, 2022 6:29 AM
I clean up my database after every 5 bulk emails I sent based on OOO responses and bounce situations
Jul 3, 2022 10:50 PM
Quarterly
Jun 30, 2022 4:36 PM
Every quarter
Jun 30, 2022 4:20 PM
Dependent on the size of the company and how fast it is growing. But I agree quarterly should be possible to focus on updating this database.
Jun 30, 2022 3:53 PM
Quarterly should work
Jun 30, 2022 12:57 PM
I've created a workflow to help me identify non-active marketing contacts. we manually remove them every 6 months.
Jun 30, 2022 12:28 PM
Once a year