PIPELINE PRESSURE EPISODE 2: CRM Hygiene Best Practices Start Early

In the second episode of Pipeline Pressure, HubSpot Solutions Director Zach Irish and RevOps Manager Erika Josephison discuss the importance of data hygiene within CRM systems. They explore how maintaining clean and accurate data can significantly impact business operations, from improving reporting accuracy to enhancing customer relationships. Erica shares insights from her experience in merging CRM systems and emphasizes the need for structured processes to ensure data quality across all departments.

• Data hygiene is crucial for maintaining accurate and complete data across CRM systems, impacting all departments from marketing to sales to executive leadership.
• A structured process with conditional and required fields, notifications, and automated tasks can significantly improve data quality and efficiency.
• Data hygiene issues often go unnoticed until they cause significant problems, making it essential to address them proactively and start with small, manageable fixes.