Data Cleanup
Remember, data cleanup can be a complex process, and the specific steps can vary depending on the nature of your data and the purpose of your analysis:
- Define the scope and identify the datasets needing cleaning and the specific issues to address.
- Backup data before starting the cleanup process.
- Standardize and normalize data entries to ensure consistency in data.
- Remove duplicates to avoid skewing data and leading to inaccurate analysis.
- Tag invalid and out-of-the-norm data.
- Handle missing values depending on the nature of data and analysis; this could involve imputation, deletion, or leaving them as is.
- Validate accuracy and cross-check data samples with reliable sources.
- Check for outliers that can significantly impact reporting.
- Keep a record of all the changes made during the cleanup process.
- Verify the final dataset once the cleanup process is complete.
- Report the findings for each of the above steps.
Data Management
This is an essential checklist and might need to be customized based on your specific needs and circumstances:
- Identify all the sources from where you are getting your contact and account data.
- Ensure you have a standardized process for collecting, entering and validating the data.
- Verify and validate new data to ensure that it is accurate and relevant.
- Check for and remove any new duplicate records.
- Update data regularly to ensure it remains accurate and up-to-date.
- Segment data based on relevant business categories.
- Generate accurate target accounts and lead personas.
- Generate leads from industry events you want to attend and target them before the events.
- Monitor and control contact and account data activities.
Data Operations
This is an essential checklist and might need to be customized based on your specific needs and circumstances:
- Configure all sales and marketing platforms for data operations.
- Create and manage the process for deleting/archiving data when it’s no longer needed or requested by the contact.
- Create and manage the process for handling new contact and account data verification.
- Create and manage the process for lead generation.
- Create and manage the data update process.
- Ensure that data entry is done accurately and consistently across all platforms.
- Consolidate data between all sales and marketing platforms.
- Analyze data regularly to gain insights about your contacts and accounts. This could help in making informed decisions.
- Perform data projects to improve data quality and utility in the sales and marketing platforms.
- Report on data activities.