How to Clean Salesforce Data: The Complete Guide
Your Salesforce instance has years of accumulated data problems. Here's how to systematically clean it up.
Resources
Practical guides on CRM data cleaning, Salesforce and HubSpot data quality, and the operations work that nobody wants to do (but everyone needs done).
How to Find and Merge Duplicate Contacts in Salesforce
Duplicates waste sales time, mess up reporting, and make automation unreliable. Here's how to fix them.
How to Validate Email Addresses in Salesforce
Bad emails destroy deliverability and waste sales time. Here's how to validate and keep your database clean.
How to Enrich Salesforce Records Without ZoomInfo
ZoomInfo costs $30K+/year. Here are practical alternatives for enriching your contacts and accounts.
How to Standardize Job Titles in Salesforce
VP Sales, Vice President of Sales, Sales VP. Here's how to standardize so routing and reporting work.
How to Normalize Company Names in Salesforce
Acme Corp, ACME, Acme Inc. Same company, four records. Here's how to normalize for deduplication.
How to Audit Your Salesforce Data Quality
You suspect your CRM data has problems, but how bad is it? Here's how to run a comprehensive audit.
Switching CRMs? Clean Your Data First
Migrating to a new CRM is the perfect time to clean your data. Don't bring your mess with you.
How to Clean HubSpot Data: The Complete Guide
Your HubSpot portal has problems you can see and problems you can't. Here's how to find and fix them.
How to Find and Merge Duplicate Contacts in HubSpot
Every duplicate splits your engagement history in half. Here's how to merge without losing data.
How to Validate Email Addresses in HubSpot
Every invalid email costs you twice: wasted billing and damaged sender reputation. Here's how to clean them.
How to Reduce Marketing Contacts in HubSpot
You're paying for contacts who bounced years ago or haven't opened an email since the pandemic.
How to Fix Missing Contact-Company Associations in HubSpot
Contacts without company associations are invisible to account-based reporting and automation.
How to Clean Up Lifecycle Stages in HubSpot
Lifecycle stages that haven't been updated in years tell you where people were, not where they are.
How to Enrich HubSpot Data Without Expensive Platforms
Half your contacts are missing phone numbers. Here's how to enrich them without paying $30K for ZoomInfo.
Your CRM Data Is Decaying at 30% Per Year
Contact data doesn't stay accurate. Here's what decay looks like and what to do about it.
How to Build a Data-Driven ICP (Not a Guess)
Most ICPs are built on intuition. Here's how to build one based on what your data actually shows.
RevOps Team Size as a Predictor of Customer LTV
An unexpected ICP finding: the size of a prospect's RevOps team predicts their value as a customer.
Missing Email Addresses in Your CRM? Here's How to Find Them
Contacts without emails are dead weight. Here's how to find missing emails and get them into outreach.
Your Lead Routing Is Broken. Your Data Is Why.
Leads going to the wrong reps? The routing logic isn't the problem. The data feeding it is.
Why Your Lead Scoring Model Isn't Working
Your model says a lead is hot. Sales says it's not. The model isn't wrong. The data is incomplete.
Why Your ABM Program Isn't Working (It's the Data)
You built the target list, set up campaigns, aligned teams. Pipeline hasn't moved. It's your account data.
Email Deliverability Is Tanking. Your Data Is the Problem.
Open rates dropping, bounce rates climbing. Before you blame the ESP, look at your contact data.
Your Attribution Data Is Lying to You
Attribution is only as good as the data feeding it. Duplicates and broken tracking break your reports.
What Sales Leaders Need to Know About CRM Data Quality
Your reps are spending 20-30% of their time on data tasks. Here's how to measure it and fix it.
Data Hygiene for Marketing Ops: A Practical Guide
Your marketing data has problems you can see and problems you can't. Here's how to find and fix them.
What CEOs Should Know About CRM Data Quality
Your CRM data is probably worse than anyone is telling you. Here's how it affects revenue.
How to Calculate Your CRM Data Decay Rate
Your data is decaying. The question is: how fast? Here's how to calculate your actual decay rate.
Data Quality Metrics That Actually Matter
Most data quality metrics are vanity metrics. Here are the ones that predict operational problems.
How to Build a Data Governance Process (Without a Full-Time Team)
You don't have headcount for a data governance team. Here's how to build a process that works anyway.
The True Cost of Bad CRM Data (With Real Numbers)
Bad data costs more than you think. Here's how to calculate the actual financial impact.
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