Data hygiene at HubSpot
Posted: Thu Dec 26, 2024 8:14 am
We live in a data-driven era, which means data sets are exchanged between marketing, sales, and customer service departments to improve organizational performance and alignment.
Therefore, when there are significant inconsistencies in data, more than one group faces multiple challenges. Hence, the consequences of using inaccurate data affect all parts of the business that are impacted by the data in some way.
While you cannot hope to avoid inconsistent data, you can make your business more productive by improving your data quality management and cleansing procedures. This will make inaccurate data less of a nuisance across your organization and help you grow your business.
This blog will discuss “what is data hygiene” and the best practices businesses should follow to ensure the accuracy and maintenance of their data.
What is data hygiene?
You've probably heard of it, but what exactly is data hygiene? The term describes the collection, organization, and maintenance of practices that ensure your company's data is error-free. The term "hygiene" is used here to describe processes that focus on ensuring data is (mostly) error-free.
Information that has list of telegram users in canada some sort of flaw, such as being out of date, missing key pieces, being duplicated, or simply being wrong, is referred to as "dirty data." These errors can occur at any time while the information is stored in the database, either through careless data entry at the beginning or through inadvertent alterations when making updates.
It's fairly easy to accidentally add errors to your system. Therefore, because of the importance of accurate information, it's essential to carry out regular data cleansing procedures.
hygiene-data
How can businesses remove inaccurate data from HubSpot?
Before you begin, you should analyze your data by conducting a HubSpot audit for your SaaS business. This will help you understand whether your data is current, applicable, and useful. Next, determine which pieces of information are necessary and which can be discarded.
In most situations, inaccurate information is the result of human error, but there are other sources to watch out for. While inaccurate and ineffective data can vary from business to business, there are some basic things you can keep in mind when deleting and cleaning up contacts in your HubSpot CRM.
In some cases, you may need to delete contacts. While that thought is enough to make anyone nervous, making a list of specific types of contacts to delete can help.
It is common to delete contacts that are:
It's generally safe to delete these contacts as they are not likely to convert. However, consider exporting this information for future reference (rather than deleting it) if you anticipate that this will be necessary.
Merge duplicate contacts
Whether it's due to a failed integration or simple human error, duplicate records are an unfortunate reality. Find out where duplicates are coming from and remove them. Users on HubSpot's Professional or Enterprise plans have access to an AI-powered duplicate record consolidation tool.
Delete unengaged contacts
Some contacts in your HubSpot will stop engaging with you. To try to reinvigorate these connections, we recommend launching a re-engagement effort.
However, despite your best efforts, some connections may remain inactive even after re-engagement. You can save yourself a lot of time, money, and frustration by removing these inactive contacts from your database. Sort your contacts by the date of their most recent interaction with your brand and delete them in bulk if they haven’t interacted in some time.
Therefore, when there are significant inconsistencies in data, more than one group faces multiple challenges. Hence, the consequences of using inaccurate data affect all parts of the business that are impacted by the data in some way.
While you cannot hope to avoid inconsistent data, you can make your business more productive by improving your data quality management and cleansing procedures. This will make inaccurate data less of a nuisance across your organization and help you grow your business.
This blog will discuss “what is data hygiene” and the best practices businesses should follow to ensure the accuracy and maintenance of their data.
What is data hygiene?
You've probably heard of it, but what exactly is data hygiene? The term describes the collection, organization, and maintenance of practices that ensure your company's data is error-free. The term "hygiene" is used here to describe processes that focus on ensuring data is (mostly) error-free.
Information that has list of telegram users in canada some sort of flaw, such as being out of date, missing key pieces, being duplicated, or simply being wrong, is referred to as "dirty data." These errors can occur at any time while the information is stored in the database, either through careless data entry at the beginning or through inadvertent alterations when making updates.
It's fairly easy to accidentally add errors to your system. Therefore, because of the importance of accurate information, it's essential to carry out regular data cleansing procedures.
hygiene-data
How can businesses remove inaccurate data from HubSpot?
Before you begin, you should analyze your data by conducting a HubSpot audit for your SaaS business. This will help you understand whether your data is current, applicable, and useful. Next, determine which pieces of information are necessary and which can be discarded.
In most situations, inaccurate information is the result of human error, but there are other sources to watch out for. While inaccurate and ineffective data can vary from business to business, there are some basic things you can keep in mind when deleting and cleaning up contacts in your HubSpot CRM.
In some cases, you may need to delete contacts. While that thought is enough to make anyone nervous, making a list of specific types of contacts to delete can help.
It is common to delete contacts that are:
It's generally safe to delete these contacts as they are not likely to convert. However, consider exporting this information for future reference (rather than deleting it) if you anticipate that this will be necessary.
Merge duplicate contacts
Whether it's due to a failed integration or simple human error, duplicate records are an unfortunate reality. Find out where duplicates are coming from and remove them. Users on HubSpot's Professional or Enterprise plans have access to an AI-powered duplicate record consolidation tool.
Delete unengaged contacts
Some contacts in your HubSpot will stop engaging with you. To try to reinvigorate these connections, we recommend launching a re-engagement effort.
However, despite your best efforts, some connections may remain inactive even after re-engagement. You can save yourself a lot of time, money, and frustration by removing these inactive contacts from your database. Sort your contacts by the date of their most recent interaction with your brand and delete them in bulk if they haven’t interacted in some time.