Cleaning up your HubSpot portal
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.
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.
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.
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.
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!
Are you interested in 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
