כשמערכת ה- CRM שלכם מתבגרת וצוברת דאטא רבה ממגוון מקורות, נדרשים מדי פעם תהליכי טיוב נתונים וניקוי של דאטא.
אחד הנושאים עליו יש לתת את הדעת, הוא ניקוי הקונטקטים הפחות רלבנטיים לעבודת השיווק-מכירות-תפעול.
להלן מודל-עבודה לתהליך ניקוי אפשרי של קונטקטים.
תהנו!
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מילות מפתח: טיוב נתונים, טיוב דאטא האבספוט, מחיקת קונטקטים, ניהול קונטקטים האבספוט, מדריך האבספוט, הבספוט, האבספוט בישראל, מקצועני האבספוט, הדרכה האבספוט ישראל
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CRM Clean up
Here is an approach
to cleaning up your CRM, along with relevant resources:
Contacts
without an "Email" value
- Filter
your contacts by the contact property "Email" is
"unknown" to identify any contacts in your CRM without an email
address.
- HubSpot
uses the "Email" field to prevent duplicates, and email is
often seen as a primary method of communication, so in general, if a
contact doesn't have an email, it's usually safe to delete; however, it's
always best to check with who created the contact as
perhaps there is a reason it was added without an email.
Duplicates
- Manually
deduplicate contacts - This documentation walks through using
HubSpot's duplicate management tool to review potential duplicates, and
merge them where applicable.
Bounces/Unsubscribes
- Delete
contacts who no longer receive your marketing emails - This
documentation provides quick ways to identify contacts who have bounced
or marked your emails as spam (though it's important to consider if there
are contacts you'd like to keep, even if you can no longer send them
marketing emails)
- For Unsubscribes -
You can build a list using the contact property "Unsubscribed from
all email" is equal to "True"
- Email
Validation Tools - There are 3rd party email validation tools
out there (such as kickbox.com or neverbounce.com) that
can help you scan lists of emails to see how likely they are to bounce.
This is more of a preventative measure to ensure new contact imports
don't include potential bounces.
"Unengaged"
contacts
- Understand
graymail and avoid sending email to unengaged contacts - This
documentation walks through how HubSpot defines unengaged contacts, and
specifically relates to their interactions with Marketing Emails
- Here
are other contact properties to consider as filters:
- Last
activity date: the last date and time a note, call, tracked and
logged sales email, meeting, LinkedIn/SMS/WhatsApp message, task, or
chat was logged on the contact record. This is set automatically by
HubSpot based on the most recent date/time set for an activity. For
example, if a user logs a call and indicates that it occurred the day
before, the Last activity date property will show yesterday's date.
- Recent
sales email open date: the date of the last time that the
contact opened a sales email. This property does not update for emails
that were sent to more than one contact.
- Sends
since last engagement: the number of marketing emails that have
been sent since the last engagement, specifically email open or link
click.
- Time
of last session: the last time and date the contact visited
your website. This is automatically set by HubSpot for each contact.
- Recent
conversion date: the date the contact last submitted a form.
- If
there are other factors your team values and you need help finding a
relevant way to filter for that, please let me know and I can help
brainstorm.
