Why an Audit is your First Step to Cleaner Data

Cleaning your data without a clear starting point is like trying to declutter your home blindfolded—you’ll end up with more chaos than clarity. If you’re serious about optimising your HubSpot CRM, the first step isn’t diving into cleanup mode; it’s knowing where you stand. A HubSpot audit provides the strategic foundation you need to turn your data chaos into streamlined success.

What Is a HubSpot Audit, Anyway?

Think of a HubSpot audit as a checkup for your CRM. It’s your chance to assess what’s working, what’s broken, and where you might need a little TLC. This process involves analysing the structure of your data, the workflows, and the integrations within your HubSpot portal. By the end of the audit, you’ll have a crystal-clear picture of your system's health and functionality.

Why Knowing Your Starting Point Is Crucial

1. You Can’t Fix What You Can’t See

Before rolling up your sleeves and organising your data, you need to understand what’s lurking in your CRM. Are there duplicate contacts? Outdated records? Gaps in data entry? A thorough audit uncovers the areas that need attention and helps you prioritise tasks for maximum impact.

2. Strategic Cleaning Saves Time and Resources

Without an audit, you’ll waste time fixing what isn’t broken and miss the things that truly need improvement. An audit keeps you focused and ensures your efforts align with your business goals.

3. Define Where You Want to Go

A HubSpot audit doesn’t just highlight what’s wrong; it also provides insights into what’s possible. Once you’ve assessed your current state, you can map out a vision for a more efficient and effective CRM. Whether it’s better segmentation, faster workflows, or personalised marketing campaigns, you’ll know exactly what’s needed to get there.

The Audit Process: A Roadmap for Success

Conducting a HubSpot audit involves a few key steps. Here's how we conduct a HubSpot audit at SM2Communicate:

• Review Your Data: Identify duplicates, incomplete records, and outdated entries.
• Assess Workflows: Ensure automation is running smoothly and not creating unnecessary friction.
• Examine Integrations: Confirm that all third-party tools are syncing seamlessly with HubSpot.
• A Clear Path Forward: Establish a framework and process for your team to follow, with or without our help (we prefer with, but understand that you might want to go it alone) to ensure your CRM stays tidy. 

Ready to Clean Up Your Act?

The path to a clean and effective HubSpot CRM starts with understanding your current landscape. A detailed audit not only saves time and frustration but also sets the stage for long-term success.

If you’re ready to take your first step, we’re here to help. Fill in this form to let us know that you'd like an audit on your HubSpot Portal. 

If you want to go it alone you can download our Top 5 Tips to Clean Your Data in HubSpot.