Jul 11, 20217:39 AM - edited Jul 11, 20217:40 AM
HubSpot Employee
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 not sure that we currently have a standardized process in place to clean our database! 😱. Moving forward, I think at least 2x per year would be good for ours.
It can vary based on the size of your database and how rapidly it changes. However, a common best practice in marketing management is to review and clean the database at least once a quarter. More frequent cleaning might be needed if you're adding contacts rapidly or if your contacts' information changes often.
keeping your contacts database clean and updated is crucial to the success of your marketing campaigns.
If you have contact that are not valid and you send emails you get a lot of bounces and this could be viewved as spam by email providers and then you will find it hard to get any emal througth to contacts. I would also recomend a quaterly clens, but also a big yearly one just to make sure.
I think a clean-up quarterly like recommended by HubSpot is perfect. You can go back and asses your current contacts and see who needs to stay and whom might not be of benefit to you so you might need to remove. Doing a clean-up assures we are targeting the right contacts for our marketing efforts.
I would suggest to clean up database on a quarterly basis to make it up-to-date. By regular cleaning the database will increase the value of the database and give the right contact details of the right people along with the insight on how many % of contacts are expired or active.
I would say having the skeleton workflow for all key processes instead of regular cleans sets system up for success. e.g. one nice flow could be adding countries to a custom field Region to group better, create broader segments for marketers to use data effectively
It is suggested to review your database quarterly - depending on your contact database group - our customer database stays pretty stagnant through out the year - we may have a few additions and deletions based on new customers or customers that went out of business...
I am new to the company (2nd week) so I am not sure how often they clean up their database but I know in my previous position our company did not clean it up on a regular basis (quarterly) and we had alot of kick backs on our email campaigns...
Regularly audit and clean your contacts database to ensure data accuracy and prevent negative impacts on your business. The frequency of audits depends on factors like database size and data changes. Assess data quality, standardize and validate entries, deduplicate records, and consider data enrichment. Document the process and assign responsibility for data maintenance. Remember, data cleaning is an ongoing process that requires continuous effort.
Depends on the descicion process of the clients. Also how often and how many leads there is coming in. If they spend a year in average to buy, then 10% of them might spend two years, and I dont want to loose 10%. At the same time it needs to be slightly cleaned more often anyway, since new leads are coming in and maturing all the time. Two times a year is a minimum, that is my experience.
I routinely audit and clean my contact database, to try and keep everything up to date and in order. I go through my files and see who is still a client/customer with me still, if they aren't still with me then I move them out. It really isn't that hard or time consuming if you keep up on it. Usually I routinely do it, if not at least every 3 - 6 months I will do it.
I'd recommend checking and cleaning your database quarterly at a minimum. This means you can evaluate when you contacted them, whether the contacts are engaged and ultimately whether they should be removed from the database.
I agree were in a data driven era, so in my opinion quarterly would make the most sense, because things are changing so rapidly between content and trends latley, I feel like it would make things easier to keep organized and on track.
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