At Loncom Consulting, we take pride in helping businesses optimize their CRM systems. This week, we partnered with a client to transform their data quality using HubSpot’s Operations Hub. Our focus was on cleaning up duplicates, fixing formatting issues, improving property usage, and ensuring that all integration syncs were clean and functioning correctly. Additionally, we revamped outdated workflows and fixed broken ones, leaving the client with a CRM they can trust for future decision-making.
Process: How We Did It
1. Data Assessment
We started with a comprehensive audit of the client's data. This involved identifying duplicates, outdated records, and formatting inconsistencies. By understanding the extent of data irregularities, we could create a tailored plan for cleanup.
2. Data Cleaning and Deduplication
Using HubSpot’s Operations Hub tools, we tackled data cleanliness by merging duplicate records, standardizing property formats, and removing inconsistencies. We also ensured that each property was being used effectively, so data could be efficiently tracked and analyzed.
3. Workflow Optimization
Many businesses have workflows that either break over time or become outdated as processes evolve. We cleaned up the client's workflows, fixed broken ones, and streamlined processes for better performance. This resulted in smoother automation and improved operational efficiency.
4. Integration Sync Health
Maintaining data integrity across multiple platforms is crucial. We fixed issues related to integration syncs, ensuring that HubSpot data stayed consistent with third-party tools, reducing the risk of data discrepancies.
5. Implementing Ongoing Data Checks
To ensure long-term data integrity, we set up daily checks using automation tools in HubSpot. These daily checks ensure that data remains clean, organized, and up-to-date, providing the client with a CRM that continues to deliver reliable insights.
Tips & Tricks for Better Data Management in HubSpot
- Leverage Operations Hub Tools: HubSpot’s Operations Hub offers powerful tools for deduplication, property management, and workflow automation. These can help you streamline your data management processes.
- Standardize Data Fields: Set consistent rules for fields like email, phone numbers, and addresses to avoid inconsistent data entry.
- Create Validation Workflows: Automate routine data validation checks to catch potential issues before they cause larger problems.
- Regular Workflow Reviews: Schedule periodic reviews of your workflows to ensure they are still aligned with your business processes and remain functional.
A clean and reliable CRM is the foundation of successful business operations. By partnering with Loncom Consulting, you can ensure your data remains accurate, efficient, and useful for long-term insights and decision-making. Whether you need help with data cleanup, workflow optimization, or integration maintenance, we are here to support your CRM transformation.
Contact Loncom Consulting today for expert data management solutions tailored to your needs.
