If you have been following and applying this series from the start, you will have evolved your CRM to be an asset of significant value to your business. However the steps are a little laborious, so I’m always on the lookout for little hacks that can be used to automate some of these tasks. I have found 3 that I really want to share – but would love to hear from you if you have come across others. There are free versions of each of them that are perfectly usable, but even the paid-for versions are inexpensive and can save you hours.
In the first two articles of this series, I looked at how to devise a Hubspot CRM strategy and how you can import data from your most critical sources. In this post I’ll look at how you can massage and manipulate the data you’ve imported, so that it is coherent and valuable for you.
By now you probably have quite a large number of fields that you’ve added to your default set within Hubspot. Now we need to start cleaning!
To clean and manipulate my CRM data I used a combination of spreadsheet functionality and the ability to create customised views within Hubspot.
In the first part of this series I described how I wanted to build a CRM system for my business based around the free Hubspot CRM. In this part I’ll walk you through the steps I used to integrate data from 3 critical sources: LinkedIn, Google Contacts and other third party sources such as Lead Forensics or Event attendee lists etc.
Even without a crystal ball, I can confidently predict that much of the marketing data you use for your marketing campaigns is rotten. In my corporate career at IBM it was a constant area of frustration, as it has been in almost every client I’ve worked with over the last 4 years, irrespective of size.