If you are like most Marketers out there, you realize that CRM Cleaning (mainly Manual CRM Cleaning) is the most crucial Marketing step that you will ever take when it comes to efficiently running your B2B Marketing campaigns.

Whether you have been in Business for years or just starting up, having clean and accurate information in your CRM is your first step towards digital marketing success.

Bad data costs you money, and you know it, missed opportunities add up, for an SME, having bad data can cost them upwards of $100k per year. (that’s something notable).

Here are four simple steps to clean your data:

Data Analysis

Know the state of your data quality before jumping to any conclusion. Before you start cleaning it, you need to know how bad is your data overall. If it is years old, you might have to first run a re-check against industry standard B2B data warehouses like business directories / Hoovers. A better option would be to run a Manual CRM Cleaning process on top of your data. Data is an asset that decays at the speed of 4%/month, i.e., 48%/year.

People switch jobs/retire/or move up the ladder and change roles. Find out who replaced your earlier Lead/Contact and be in touch with them. Let them know you exist and that you have worked with their company before, but, to take an informed decision, you need to ensure that you are targeting the right leads in your target organizations.

Being able to connect with your customer directly and on a personal level is the key to winning deals in the B2B-Marketing landscape.

Once you know the state of your CRM data, look for a Data Cleaning service provider or try cleaning your CRM in-house.

The steps to clean your CRM are simple, follow the basic rules (post coming soon on this topic), and in no time you will have a CRM filled with leads that are actively looking for your products or services.


De-Dupe/Quality-Check (Manual CRM Cleaning)

CRM Cleaning or Data Cleaning is an ongoing process, not a one-time chore. De-Duping ensures that you don’t reach out to a target twice (else, making you look like a spammer).

Quality Checking for data on a regular basis is as important as having the data in the first place Look for things that might have changed, browse through business directories to keep an eye on your prospects. (Get your CRM Manually Cleaned, Contact Us now to get a free data analysis report)

Maintain the quality of your data, hire an intern or a company to manage your CRM and Leads on your behalf.
Complete missing data/verify old data and keep yourself up to date.


Data Standardization

The biggest mistake that most marketers make is not following a standard format for their data. While you might save some money or hours in the short run by not ensuring that your data is standardised, it will cost you much more in the coming months and years.

Keep your data in sync with real-time updates, have proper tags and format in place to ensure easy access and a Clean CRM.


Reorganize your reports

Data cleaning is one job, ensuring it stays relevant and useful to you when you need it the most, is another. Always ensure that you have someone organizing and putting things in the right place to not overlook critical info while running your E-mail/Tele-calling Campaigns.

Being able to generate reports as ‘Contacts added in the last week’ or ‘Contacts updated in the healthcare industry during last 60 days’ is a critical part of your Lead Generation/CRM cleaning process.


Keep it in mind; data is your asset if you know how to use it. Get in touch with us to get your free, no obligation report on how you can save money with us on Manual Data Cleaning Services while maintaining over 98% accuracy in your CRM record. So, what are you waiting for? Raise an inquiry now to clean your CRM manually.


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