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Keep your HubSpot portal tidy

What is CRM cleaning?

A tidy HubSpot portal

If you want to be successful, it’s crucial to have accurate and relevant information, for which you will need to have a well-organised CRM system with structured data to this end. A messy and inconsistent database affects several factors, such as employee productivity, marketing efforts and customer retention. That’s why it is crucial that you regularly check your system data.

Well-structured system

Well-structured system

Consistent data

Consistent data

Improved employee productivity

Improved employee productivity

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CRM cleansing: 5 things you need to know
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CRM cleansing: 5 things you need to know

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HubSpot CRM cleaning

Well-structured system

A properly organised CRM system is the core of any business. Your CRM contains the information you need to achieve your objectives and implement processes. When you start cleaning, you need to first of all determine the current status of the system.

Consistent data

As we scrutinise your system and setup, we will probably stumble upon several elements. Is the information up to date? How is the information recorded and stored? What needs to be kept and what should be removed?

Systematic collection

Once your CRM is completely cleaned up and ready for optimum performance, you will need to implement a structured process to maintain this tidy state.

Decide what you want to clean up

Before you start cleaning up company data, you’ll need to check the current status of all information. Is the data still relevant and up to date? Analyse what information should be retained and what is now superfluous. Examples include contacts you don’t interact with anymore or duplicate data in the system.

Identification
Assessment
Cleaning

Standardise the process

Another important aspect to consider is how you structure implementing, collecting and storing data in your CRM. Standardising processes is crucial for creating streamlined data flows when new information is entered into your CRM. Doing this ensures not only that no unnecessary information is stored in the CRM but also that this data is collected in an organised and systematic way. 

Implementation
Collection
Storage

Keep your CRM clean

Once you have removed obsolete information from your system, it’s nice if you can keep it that way. Set up a consistent routine for your organisation to keep this up. Following a standard process gives you more control over the data entered into your CRM and how it is used.

Standardisation
Consistency
Routine

Data clean-up in practice

If you are ready to tidy up the data in your HubSpot CRM, we’re here to help. We use a thorough portal audit to analyse all the information that can be cleaned up and optimised in your HubSpot account. What’s more, we offer handy methods to standardise processes, ensuring consistency in your system. And we take your objectives into account at all times.

Portal audit
Cleaning actions
Advice

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Want to know more?

If you want to know more about CRM cleaning, don't hesitate in contacting us.

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Frequently Asked Questions

Do I need an expert to clean my portal?

The choice is all yours, the Conversion Crew team can conduct a portal audit and present their findings. From this point you can decide if you require assistance in the clean up actions or can take on these steps yourself.

What are the benefits of CRM cleaning?

The benefits are endless. Having up to date and relevant information in your system lends a hand to all organisation process.  Whether it be sales outreach, marketing personalisation or customer retention.

How do you know when you need a CRM cleaning?

Is your HubSpot portal messy and filled with outdated information? Is the system crowded with data that is no longer relevant to your organisation? Do you find it difficult to know which information in your CRM is correct or up to date? If you have answered yes to any of these questions a CRM cleaning can assist you in elevating your portal.

How do I contact Conversion Crew to enquire about a CRM cleaning service?

Are you considering a CRM cleaning service with Conversion Crew? We are happy to assist, visit our 'Contact Us' page and reach out.

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