Tips, Tricks & Best Practices

SarahOps
Contributor

CRM Data Cleaning

SOLVE

Hi HubSpot Marketing community,

 

Curious to start a thread about CRM database cleaning process you have implemented and would recommend including the various steps you follow and any other practicalities we should be mindful of (e.g export/imports in Excel, etc...)

 

Thanks,

Eugenie 

2 Accepted solutions
Alex_Elborn
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

CRM Data Cleaning

SOLVE

Hi @SarahOps! I have a number of CRM cleasning actions I take to make sure the database is as high quality as it can be:

 

  • Set up workflows to copy crucial information from company to contacts e.g. lead status, industry, address, owner, divisional owner. This means CRM users only need to make changes at company level.
  • Ensure all contacts are connected to a company
  • Ensure all companies have associated contacts
  • Ensure all companies have an assigned owner
  • Automate lead status to change with deal stage

This is just some of the actions I take on a monthly basis - hope it helps!

Kind regards

Alex Elborn

Marketing Manager

 
 
 
 
01202 059 997
aelborn@intergage.co.uk
marketing-engineers.co.uk
   
 
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Jnix284
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

CRM Data Cleaning

SOLVE

@SarahOps  this is such a great topic, looking forward to seeing what everyone has to add to the conversation!

 

I think clean data is critical for success and accurate reporting, but scrubbing data can vary depending on your goal. Here are some of my top data checks, my actual check list is too long to share in full!

 

For marketing data:

  • workflows/lists to update contacts who have unsubscribed or bounced
  • disengaged contacts are identified and removed from lists
  • internal IPs are excluded from web traffic (more important for remote teams than most companies realize)

For contact data:

  • reviewing duplicates
  • checking critical properties for blanks
  • looking for anomolies where certain combinations of properties shouldn't be possible

For company data:

  • reviewing duplicates and scrubbing for common misspellings
  • reviewing parent/child and associations
  • verifying industry, country, etc. for key reports

If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

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4 Replies 4
Jnix284
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

CRM Data Cleaning

SOLVE

@SarahOps  this is such a great topic, looking forward to seeing what everyone has to add to the conversation!

 

I think clean data is critical for success and accurate reporting, but scrubbing data can vary depending on your goal. Here are some of my top data checks, my actual check list is too long to share in full!

 

For marketing data:

  • workflows/lists to update contacts who have unsubscribed or bounced
  • disengaged contacts are identified and removed from lists
  • internal IPs are excluded from web traffic (more important for remote teams than most companies realize)

For contact data:

  • reviewing duplicates
  • checking critical properties for blanks
  • looking for anomolies where certain combinations of properties shouldn't be possible

For company data:

  • reviewing duplicates and scrubbing for common misspellings
  • reviewing parent/child and associations
  • verifying industry, country, etc. for key reports

If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

kvlschaefer
Community Manager
Community Manager

CRM Data Cleaning

SOLVE

Hi @SarahOps and @Alex_Elborn,

 

Thanks for reaching out to the Community and for providing these great tips, @Alex_Elborn

 

I would like to invite our community members to this conversation to start a brainstorming session.

Hi @danmoyle@karstenkoehler@NicoleSengers@Josh@Mike_Eastwood@Jnix284@Phil_Vallender - Do you have any CRM Data Management best practices you would like to share with @SarahOps?

Thank you! 

 

Best,

Kristen


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0 Upvotes
SarahOps
Contributor

CRM Data Cleaning

SOLVE

Hi Alex, thanks for sharing. These will definately help me to get started. 🙂

 

Eugenie

0 Upvotes
Alex_Elborn
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

CRM Data Cleaning

SOLVE

Hi @SarahOps! I have a number of CRM cleasning actions I take to make sure the database is as high quality as it can be:

 

  • Set up workflows to copy crucial information from company to contacts e.g. lead status, industry, address, owner, divisional owner. This means CRM users only need to make changes at company level.
  • Ensure all contacts are connected to a company
  • Ensure all companies have associated contacts
  • Ensure all companies have an assigned owner
  • Automate lead status to change with deal stage

This is just some of the actions I take on a monthly basis - hope it helps!

Kind regards

Alex Elborn

Marketing Manager

 
 
 
 
01202 059 997
aelborn@intergage.co.uk
marketing-engineers.co.uk
   
 
Highlight Line
 
   

footer