🎙️ The Playbook by ClearSync

Episode 05: How Often Should You Clean Your CRM? (Hint: It's More Than You Think)

“A CRM isn’t a vault — it’s a living ecosystem. And living things need regular care.”

🧹 Why CRM Cleaning Matters

Your CRM collects thousands of data points — emails, companies, job titles — every month. Without regular cleaning, your HubSpot data turns stale, fragmented, and dangerous for decision-making.

📅 CRM Cleaning Schedule: Best Practices

• Monthly: Remove obvious duplicates, verify bounced emails, standardize key properties.
• Quarterly: Run a full CRM health check — spot invalid emails, enrich job titles, validate lead stages.
• Bi-Annually: Audit segmentation logic, revisit lifecycle stages, realign fields with current business goals.
• Annually: Full CRM rebuild (if needed) — mass archive dead leads, update enrichment across the board.

📊 Why Monthly Mini-Cleanups Matter

• 🔄 22.5% of CRM data decays annually (HubSpot)
• 📉 20% of emails become unreachable every year (Campaign Monitor)
• ⏳ Waiting a full year means you're chasing ghosts for 6–12 months

✅ How ClearSync Simplifies CRM Health Maintenance

ClearSync automates your CRM cleaning workflow: monthly deduplication, email verification, LinkedIn enrichment — all inside HubSpot without messy exports.

• ⚙️ Scheduled deduplication runs
• 📬 Rolling email verification
• 🔗 Live job title + employer enrichment

🧠 Final Thought

Good CRM hygiene isn’t just IT’s job — it’s your revenue’s first line of defense.

👉 Set up your ClearSync CRM cleaning schedule today.

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Next on The Playbook: Episode 06 — Segmentation Without Clean Data Is Just Guesswork