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.
Contact databases could be updated automatically, dependent on email interactions (spam, etc.); however, personal audits on a quarterly basis provide a more viable and organized system.
I used to be in a financial insitution with multiple sales channels and our database is cleaned every 20 days to maintain security and follow rules of engagement.
Since i'm new in hubspot is my first time hearing about the importance of database cleaning,however i'm always had the habit of cleaning it beacause it bothers me to see it unorganized.
I am new to hubspot and I honestly have never cleaned my database at all. This is my first time ever hearing how important it is to do so and feel like every quarter would be a good time frame.
I would clean up data once a month. Sometiems sooner due to special circumstances. I evaluate the leads we have and see if there are mislabeled leads, I confirm with the other teams to see if my observation is agreeable, then I go on and decide how to treat this misinformational lead. Sometimes it's to requalify, other times we might need to delete this data.
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.
