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Keeping your data clean

You can employ data cleaning services like LeanData cmd Tcdend, who fix your data by identifying and repairing incorrect, redundant, or non-conforming data. Here are also some best practices to keep in mind for clean data  [Pg.292]

Collect the same data points on every form Identify the data you want to collect on a form and try to standardize the process. That means, if there are five things you want from a lead, try to keep that consistent. When you change one form, make sure the others are updated, too. [Pg.292]

Clean duplicate data Duplicate data is often considered a low-hanging fruit because it is easier to find and fix than some other data problems. An excimple would be two of the same accounts belonging to the same rep or one lead with multiple different email addresses or spellings of her name. Many CRM and mcirketing automation tools enable you to clean out duplicate data. [Pg.292]

Standardize fields in your CRM aud marketing automation tool Make sure your fields are the same across the board. You can also eeisily bucket (or standcirdize) data to summarize all of the different answer possibilities. For instance, for someone s title, such as director of meirketing, that data can be input in a ton of different ways director, marketing, marketing director, and so on. Bucketing by common keywords and abbreviations helps you to standcirdize this process across your systems. [Pg.292]


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