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 12, 2022 12:58 PM
Theoritcally, we should clean up the database once every quarter. However, what I have observed in my current role that cleaning up every month helps a great deal. We clean up based on the companies and the contacts associated with each company. This way we can make sure that each company has only one record and the contact management becomes easier.
Jul 12, 2022 11:01 AM
Should be quarterly. We probably could do a more through job. We also always keep any email change request up to date. We are hoping Hubspot will help us clean our data more often.
Jul 12, 2022 7:24 AM
Quarterly is recommended by this course but such a long period of time can easily malfunction cleaning process also rather than do it more frequently we can keep consistency and avoid clustering works.
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 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 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 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.