10 Important Data Health Checks You Should Be Doing for Your CRM

If you're reading this, chances are you have a CRM.
Your CRM is a valuable asset for you because it can provide solid data about your customers, which, in turn, helps you make good decisions. But, if the data isn't accurate, you are not guaranteed good insights. As a result, you won't be able to make good decisions.
To ensure your CRM data is healthy and reliable, a regular data health check is generally a good idea. In this blog, we have compiled 20 important checks we do to our HubSpot portal. But, you can do it with any CRM you want!
So, let's dive into the data health check!
Duplicate Records

If you maintain these processes, duplication will be fine for you!
Incomplete or Missing Data

Incorrect Phone Number Formats

If you use HubSpot, you don't have anything to worry about. All you have to do is use our free app, Smart Phone Number Formatter.
Data Accuracy

Source Tracking Accuracy

Tracking the source of your leads is crucial for measuring the effectiveness of your marketing campaigns. Accurate source tracking allows you to identify which channels are driving the most valuable leads and allocate your resources accordingly. Here's how you can ensure a healthy source tracking system:
Website Tracking Accuracy

Website tracking is absolutely vital for understanding how visitors interact with your website and what actions they take. If your website tracking is accurate, you can gauge if the visitors like a specific thing you put out on the website. That way, optimize your website content and improve conversions with help from solid data.
Email Deliverability

Email deliverability is the rate at which your emails reach your subscribers' inboxes. If your email deliverability is high, you can rest assured that your messages are being seen by your target audience. And if your marketing reaches your audience, you can sell them your product or service.
Lead Scoring Consistency

Association Accuracy

Accurate associations between contacts, companies, and deals are necessary for keeping data uniform and identifying potential cross-selling or upselling opportunities. Correct associations can improve your sales efficiency and increase revenue.
Suppression List

A suppression list is a list of contacts who have opted out of receiving your communications or you have no way of contacting them. This is vital, especially if you have multiple channels to send emails from. This way, you can avoid sending unwanted emails and comply with legal requirements. Here's how you can manage a suppression list:
What Now?
If you do these data health checks, you will absolutely be on top of the world with your CRM!
And, to help you, we have developed an app, called Smart Phone Number Formatter!
You can check the quality of your numbers from within HubSpot Workflows, and you can format them as well!
Senior RevOps Strategist at Hubxpert

Fazle Rabbi
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