Data quality is integral to a successful marketing automation campaign. With efficient processes, refined workflows, and a focus on data quality, you can feed better leads to your Sales team.

1. HOW TO CLEAN UP YOUR
MARKETING AUTOMATION DATABASE
Hana Abaza
VP Marketing
Uberflip
#uberwebinar
Francois Mathieu
Inbound Marketing Manager
Uberflip

2. @HanaAbaza@Uberflip#uberwebinar @francoismat
Stick around to see how Uberflip integrates with marketing automation!

3. @HanaAbaza@Uberflip#uberwebinar @francoismat
WHAT’S THE DEAL WITH
DATA QUALITY?

4. @HanaAbaza@Uberflip#uberwebinar @francoismat
Data quality benchmarks
• U.S. companies believe 32% of their data
is inaccurate (#1 cause is human error)
• They also believe 23% of their revenue is
wasted because of inaccurate data
• 36% of companies say email is the most
important communication channel
• 78% of had email deliverability issues in
the last year due to poor list hygiene
Source: Experian data quality benchmark report 2015

5. @HanaAbaza@Uberflip#uberwebinar @francoismat
1. Clean up your database
2. Automate the process for next time
3. Enhance your lead intelligence
Agenda

6. @HanaAbaza@Uberflip#uberwebinar @francoismat
LET’S CLEAN UP YOUR
DATABASE!

7. @HanaAbaza@Uberflip#uberwebinar @francoismat

8. @HanaAbaza@Uberflip#uberwebinar @francoismat

9. @HanaAbaza@Uberflip#uberwebinar @francoismat
How to clean up your contacts
(Extra carefully) clean up opt-outs
(Carefully) clean up bounced emails
Find and merge duplicates
Identify and label your current customers

10. @HanaAbaza@Uberflip#uberwebinar @francoismat

11. @HanaAbaza@Uberflip#uberwebinar @francoismat
How to clean up your fields
Apply the rule: one field, one purpose
Hunt for unauthorized values
Delete useless fields

12. @HanaAbaza@Uberflip#uberwebinar @francoismat

13. @HanaAbaza@Uberflip#uberwebinar @francoismat
How to clean up your lists & flows
Use a standard naming convention
Verify when a contact was last added
Sort lists & flows by date created

14. @HanaAbaza@Uberflip#uberwebinar @francoismat
LET’S MAKE THINGS EASIER
FOR NEXT TIME!

15. @HanaAbaza@Uberflip#uberwebinar @francoismat
Automate the process

16. @HanaAbaza@Uberflip#uberwebinar @francoismat
Automate the process
• Convert text fields to drop-
down menus when possible

17. @HanaAbaza@Uberflip#uberwebinar @francoismat
Automate the process
• Convert text fields to drop-
down menus when possible
• Setup workflows to clean up
typical errors

18. @HanaAbaza@Uberflip#uberwebinar @francoismat
Automate the process
• Convert text fields to drop-
down menus when possible
• Setup workflows to clean up
typical errors
• Create a smart list of contacts
who need manual clean up

19. @HanaAbaza@Uberflip#uberwebinar @francoismat
ENHANCE YOUR DATABASE
TO BETTER NURTURE LEADS

20. @HanaAbaza@Uberflip#uberwebinar @francoismat
Sync internal data
• From your CRM (Salesforce.com)
• From surveys (SurveyMonkey,
Qualaroo)
• From support chat (Olark, LiveChat)
No integration? Try Zapier!

21. @HanaAbaza@Uberflip#uberwebinar @francoismat
Enrich data
• Manual (Rapportive, LinkedIn,
Ghostery)
• Automated (Datanyze)

22. @HanaAbaza@Uberflip#uberwebinar @francoismat
THANK YOU!
#uberwebinar

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UBERFLIP INSIGHTS

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