Everyone talks about "data hygiene" like it's a single thing you do once. It's not. It's an ongoing set of practices.
Here's what it actually means
- Accuracy. Information reflects reality. Email addresses are valid. Job titles are current.
- Completeness. Critical fields are populated. Every contact has an email. Every deal has an amount.
- Consistency. Data follows standards. Phone numbers formatted the same way. Lifecycle stages mean the same thing.
- Timeliness. Information is current. Contacts who left companies are updated. Stale records are archived.
- Uniqueness. No duplicates. One record per person, one per company.
The practical implementation
- Daily: Reps update records after every interaction.
Mandatory Properties, Pipeline Automations, and clear processes ensure that you have the most up to date and relevant details in every record.
- Weekly: Review new records for quality issues.
Keep views handy for the newest records and segmenting to watch for trends in data cleanliness.
- Monthly: Duplicate review. Stale record audit.
Using the built in Data Quality tools can allow you to track duplicates quickly.
- Quarterly: Deep audit. Training refresher.
Using a tool like the RSM Audit tool allows you to see what objects are being neglected and can help you focus on training the right users.
Data hygiene isn't glamorous, but it's the foundation everything else depends on. If you don't have a process, let's talk about building one.
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