Keeping your customer database clean and organized is essential to the success of any startup. However, it can be a costly and time-consuming task. Fortunately, there are several low-cost actions you can take to clean and maintain your Hubspot marketing and Salesforce sales customer database. Here are the top 5-10 low-cost actions you can take:
Remove duplicates: One of the easiest and most effective ways to clean up your database is to remove duplicate entries. This can be done manually, or you can use tools like Salesforce's Duplicate Management or Hubspot's Duplicate Contacts App to automate the process.
Standardize data: Inconsistent data can make it difficult to search and sort your database. Standardize data by creating standard fields for things like names, addresses, and phone numbers to keep your database clean and organized.
Validate data: Validate the accuracy of your data by checking for misspellings, formatting errors, and incomplete information. You can use tools like Hubspot's form field validation or Salesforce's validation rules to ensure that your data is accurate and complete.
Regularly prune your database: Regularly review your database and remove inactive or outdated contacts to keep your database up-to-date and relevant.
Use data enrichment tools: Data enrichment tools like Clearbit or ZoomInfo can help you fill in missing data fields, such as job titles and company information, to ensure that your database is as complete as possible.
Automate data entry: Automate data entry by using tools like Zapier to automatically add new leads and contacts to your database from sources like web forms or social media.
Train your team: Ensure that your team is properly trained on database management best practices, such as how to enter data accurately and how to search for and remove duplicates.
Monitor data quality: Regularly monitor the quality of your data by setting up reports and dashboards to track data quality metrics like completeness, accuracy, and timeliness.
Segment your database: Segment your database by creating lists based on criteria like lead source, industry, or job title. This can help you target your marketing and sales efforts more effectively.
Use lead scoring: Implement lead scoring to prioritize leads based on factors like engagement and fit. This can help you focus your resources on the most promising leads and avoid wasting time and money on leads that are unlikely to convert.
Summary
There are many low-cost actions you can take to clean and maintain a clean Hubspot marketing and Salesforce sales customer database. Removing duplicates, standardizing data, validating data, regularly pruning your database, using data enrichment tools, automating data entry, training your team, monitoring data quality, segmenting your database, and using lead scoring are all effective ways to ensure that your database is clean, organized, and up-to-date. By implementing these low-cost actions, your startup can achieve better results from your marketing and sales efforts and improve your overall business performance.