Jul 11, 20217:39 AM - edited Jul 11, 20217:40 AM
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.
I'm new to HubSpot, but I also agree that quarterly is probably the best schedule for cleaning the contact database if it's not being done on a continuous basis.
It should be done on a continuous basis. Generally, one can analyze the contacts repository monthly and remove the non-relevant leads. Also, it should be beneficial to remove the contact immediately if any of the departments have insight that they are no longer relevant or are redundant to the business goal. This can prevent other teams from not spending their valuable time over such leads and focusing on the relevant point of contact only.
We are continuously cleaning our database and have multiple processes in place to ensure that all data is being reviewed. The Marketing team share responsibility for this and our client-facing teams review customer data on an annual basis when we do our client survey. We use the duplicate contacts and companies functionality.
