How to keep your CRM data clean?

Organise your CRM data

Unique ID

Make sure to maintain a clean unique ID for each object
Contacts : use an email or a phone number (use the E.164 phone number format) or a linkedin URL
Deals : make sure a deal is associated to a Company and to a Contact
Companies : make sure you have a clean domain or a business legal number or a linkedin company page URL

Avoid duplicates

using the HubSpot Duplicates feature (or the Operations hub)
or using a tool like Koalify (https://koalify.io)

Avoir un Dashboard et des tâches de mise à jour pour les sales

Créer un dashboard pour vérifier la qualité de la donnée (tel champs bien rempli, date de fermeture sur les transac, montant, RDV mappé ….)

Automatiser des tâches ou message slack chaque semaine pour cleaner la pipe

Systématiser cette pratique

Keep your CRM data clean

Help your Sales

Create a dashboard to check data quality (fields filled in correctly, closing date on transac, amount, RDV mapped...)
Automate tasks or slack messages each week to clean up the pipe.
Systematise this best practice

Updated on: 02/01/2025