Steps Companies Can Take to Protect Themselves

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Bad CRM data can seriously impede your marketing and sales campaigns. Luckily, companies don’t have to be stuck with dirty data forever. You can take steps to rectify your current data quality problems and put yourself in a position to mitigate them moving forward:

Launch a comprehensive HubSpot data audit. You can make all of the changes to your processes that you want to avoid future data quality issues, but you still have to start by identifying and fixing current issues in your HubSpot CRM data. Using a tool like Insycle’s Data Health Assessment, which surfaces 30+ common types of issues in your customer data, can give you a clean slate moving forward.
Make proper data collection a priority. Take steps to ensure that when you collect data, you are collecting it the right way. This is especially true for any manually entered data—whether it is from customers or uruguay phone code your own internal teams. Make sure that different form fields have the correct input formatting requirements, or are automatically checked for accuracy before inclusion in your HubSpot CRM.
Schedule regular and ongoing data maintenance. Where there is data, there is a variance in the quality of that data. You will always have to maintain your data, so make sure that you have solutions and processes in place that facilitate ongoing data quality improvement. Insycle is a HubSpot customer data management solution that offers in-depth HubSpot data automation features. These features allow you to clean your database in a variety of ways and schedule those same tasks to run automatically regularly. The system provides true data cleansing automation, ensuring that your database always contains accurate data that you can rely on.
Use software solutions to reduce manual editing and input. Human error is one of the biggest drivers of poor data quality. HubSpot offers numerous ways to streamline and automate data collection and limit human error in manually entered data. Reduce the amount of manual input from your customers and teams wherever you can. When it is unavoidable, use software solutions to ensure conformity, catch duplicates, and identify other issues.
By following these best practices, you put yourself in position to protect your data, improve data quality going forward, and maximize confidence in your CRM data.