Garbage In, Garbage Out: 4 Steps To Clean CRM Data

Exceptional data management isn't just best practice—it's the foundation for AI, personalizing customer experiences, boosting sales efficiency, and enabling data-driven decisions.

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You will learn a 4 step framework to audit, clean, standardize and maintain your data in a structured manner. These practical tips will not only improve the accuracy of your customer records but also enable you to deliver more personalized and targeted marketing initiatives.

By implementing the strategies in this workbook, you will ensure that your HubSpot portal functions at its highest potential.

1

Audit

Audit your data and system to identify areas that need cleaning.

2

Clean

The heavy lifting of organizing, deleting, updating, deduping your data.

3

Standardize

Proactive: Set up your data intake processes to support a clean database.

4

Maintain

Reactive: Set up reports and processes to regularly maintain your data.