Conversion Crew inbound marketing Rotterdam Conversion Crew inbound marketing Rotterdam

Cleaning up your HubSpot portal

HubSpot Data Cleaning

Checking the data in your CRM now and then is important. If data is no longer relevant or you could do with cleaning up specific contacts, we can help you tidy up your data.

What is HubSpot Data Cleaning?

Keep your data tidy

Keeping your CRM data in order is crucial to your organization’s success. A messy and inconsistent database affects employee productivity, marketing activities and customer retention.

 

 

  • A well-organized CRM
  • No old data
  • Improved productivity
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Decide what you need to clean up

Before you start cleaning up your data, you may want to check what kind of state all the data is in. Is it relevant and up to date? Decide which data you want to retain and what you can purge – contacts you no longer interact with, for instance, or duplicates and workflows that you don’t use.

Standardizing the process

Structuring how you enter data into your CRM is vital. Standardizing processes can help create consistency when entering new information in your CRM. This method prevents unnecessary information from ending up in the CRM.

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Keep your CRM tidy

Once you have tidied up the data in your CRM, you will want to keep it that way. Set up a routine to help you keep track. Following a standard process will let you control the data that goes into your CRM better.

Data cleaning in practice

If you’re ready to clean up the data from your HubSpot CRM, we can help. We use a portal audit to look at all the data that can be cleared out of your HubSpot account. What’s more, we offer handy tips for standardizing processes to ensure consistency in your HubSpot account!

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Are you interested in cleaning up your CRM?

Do you want to find out more about cleaning up your CRM?

Whether you are curious about options for cleaning up HubSpot CRM or just want to ask a few questions about it, we can examine the possibilities for your organization and help you on your way. Schedule a no-obligation call, and we’ll be happy to discuss the options.

Schedule a no-obligation call
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HubSpot Pricing

Several features in the sales tool are free for HubSpot users. Users with a paid Starter, Professional or Enterprise package have access to productivity tools such as meetings, calls and other functionalities that make daily work possible and more manageable.

To HubSpot Pricing

 

Do you want to find out more about HubSpot Data cleaning?

If you’re curious about the options for HubSpot Data Cleaning, please get in touch right away (no strings attached) or request a demo. We look forward to dropping by and showing you what HubSpot can do for you!

 

 

Request a demo

Or send us a message directly!