By being thoughtful and calculated in your data collection, you can ensure your database will be enriched with only the most valuable pieces of information. In turn, this will ensure you are not collecting any unnecessary or excessive data points that can potentially cause processing complications.
Take Advantage of Required Fields and Pick-lists
In addition to the default contact properties, platforms like HubSpot offer the option to create custom form properties, enabling marketers to collect pieces of information tailored to supplement their sales process. However, when it comes to form strategy, the simpler the better. The downside of this capability is that sometimes, it can be easy to get carried away with too many custom properties.
To mitigate overlap and promote alignment across your organization, employment database use custom properties sparingly where appropriate. By adhering to a standardized nomenclature for custom properties, you can ensure no data points are being duplicated under different naming conventions.
Avoid using fields that require a user to type a free text response where possible. Utilizing predetermined pick-list options for users to select within your form fields will keep your data points clean and concise. Additionally, requiring some form fields for submission will guarantee you are collecting the most essential pieces of information necessary for future engagements. We recommend making critical contact information values like name and email required in each form.
Free Template Download: The Ultimate HubSpot Configuration Checklist
Keep Your Marketing Automation and CRM in Sync
Your marketing automation platform and CRM are most powerful when in sync. Ensure both platforms are properly configured to effectively exchange data. By properly integrating your marketing automation and CRM, you can promote alignment across your marketing and sales teams and in turn, drive growth as a single, unified revenue team.
Considering configurations like lead routing, field mapping, custom targeting and activity triggers will be necessary for a comprehensive integration between platforms. Check out Bedrock Data for more tips on achieving a high-performing marketing automation and CRM integration.
By following these best practices, you can guarantee your contact database is configured to drive growth across your marketing and sales teams. Check out Your Guide to Marketing and Sales Alignment to learn how to further enable your revenue team to scale.
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