Tip Sheets

Data Hygiene Checklist

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Ipreo PCM Case Study | Page 3 p 267.297.2192 e contact@demandlab.com www.demandlab.com Step 6: Use progressive profiling. In a marketing automation system, progressive profiling allows you to recognize returning prospects so that you can ask them to fill out additional data only. SHARE THIS! When you eliminate their need to rekey data, you can significantly reduce the number of duplicate entries, fill in any gaps, and provide a more personalized experience for your prospects, too. Step 6: Clean up visibility settings. Keeping the user visibility settings up to date in your CRM or marketing automation platform can go a long way towards keeping your database clean. By limiting visibility to only what the role requires, you can minimize the risk of duplicate entries. Staff roles and responsibilities can change frequently, so plan to review these settings on a regular basis. Step 7: Support compliance efforts. Good database hygiene is a group effort, but you need to motivate and empower people to get them on board. Make sure every user understands how bad data impacts their performance (use some of the numbers from Experian to communicate what's at stake) and has the tools they need to improve their data hygiene, including training sessions, documentation, and ongoing support. DemandLab is a technology-focused marketing consultancy that accelerates revenue for its clients through customized Revenue Ecosystemâ„¢ solutions.

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