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10 SANITY-CHECKS
FOR EFFICIENT DATA
MANAGEMENT
MA My Automation
My Awesome
1. KEEP IT FRESH
MA My Automation
My Awesome
Keeping your data
fresh means -
making sure it is accurate, in the
right format and can be updated
automatically.
MA My Automation
My Awesome
2. ADD TO IT
MA My Automation
My Awesome
Always add to
your data -
as well as collating standard
details, think about what other
information will help improve
campaign performance such
as customer purchase history
for renewal and cross/up sell
campaigns; information to help
lead quality & routing such
as company size, revenue,
number of employees etc.
All information that can be
obtained from internal resources
or via third party providers.
MA My Automation
My Awesome
3. REMEMBER
SIZE DOES NOT
(ALWAYS) MATTER
MA My Automation
My Awesome
Don’t mistake
a good data
base for a big
database.
If you have a large prospect
base but a big proportion is not
engaged or unmarketable, why
keep it. You could save money
with you platform provider by
reducing your database size.
MA My Automation
My Awesome
4. ASK YOURSELF,
IS MY DATA
WORKING FOR ME?
MA My Automation
My Awesome
Always ask, is my
data working for me?
Always think, what is your data
strategy? There is no point having data
for data’s sake - you always need to
be thinking how it serves you, how is
your data and your data segmentation
supporting your campaigning and
targeting efforts?
MA My Automation
My Awesome
5. ALWAYS,
ALWAYS COMPLY
MA My Automation
My Awesome
Always, always
make sure that
you are compliant.
The General Data Protection
Regulation (GDPR) was
announced in April 2016 and
will come into effect after a two-
year transition period. Failure to
comply with the laws set out in
the GDPR can result in fines of up
to 4% of worldwide turnover.
MA My Automation
My Awesome
6. NORMALISE
YOUR VALUES
MA My Automation
My Awesome
Consider
normalised
values.
Targeting by multiple values,
for example job title or
function, can sometimes just
be too hard. Normalising
multiple values into a single
field, such as persona type,
can improve targeting.
MA My Automation
My Awesome
7. OFFER
PREFERENCES
MA My Automation
My Awesome
Be flexible.
Be seen to provide effective
preference management
services to your content
subscribers. So often,
preference management
centres are poor and tend to
be out of date with current data
governance and compliance
laws.
MA My Automation
My Awesome
8. FOCUS ON
COMPLETENESS
MA My Automation
My Awesome
Ask yourself,
how complete
is my data?
We all need email addresses
but what other data do we
need to improve campaigning
and how complete is it?
Consider progressive
profiling to improve overall
data completeness.
MA My Automation
My Awesome
9. TO PURGE OR
NOT TO PURGE?
MA My Automation
My Awesome
Ask yourself, ‘do
I actually need
all this data
sitting unengaged in my
marketing platform?’
MA My Automation
My Awesome
10. ANALYSE
MA My Automation
My Awesome
Always analyse.
Think, what secrets does my
data hold? Where else in your
data set can you explore to
find small, highly responsive
segments to target? How can
integration with other data
sources unlock new segments?
MA My Automation
My Awesome
TAKEAWAYS
•	 Bigger databases don’t always mean better
databases.
•	 Look at what else is hidden in your data -
always analyse.
•	 Never forget to focus on completeness.
MA My Automation
My Awesome
MY AWESOME GUIDE TO:
MARKETING AUTOMATION
SUCCESS
DOWNLOAD NOW
Now that you’ve got the basics of data
management down continue your journey
to success, download
MA My Automation
My Awesome

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10 Sanity-checks for Efficient Data Management

  • 1. 10 SANITY-CHECKS FOR EFFICIENT DATA MANAGEMENT MA My Automation My Awesome
  • 2. 1. KEEP IT FRESH MA My Automation My Awesome
  • 3. Keeping your data fresh means - making sure it is accurate, in the right format and can be updated automatically. MA My Automation My Awesome
  • 4. 2. ADD TO IT MA My Automation My Awesome
  • 5. Always add to your data - as well as collating standard details, think about what other information will help improve campaign performance such as customer purchase history for renewal and cross/up sell campaigns; information to help lead quality & routing such as company size, revenue, number of employees etc. All information that can be obtained from internal resources or via third party providers. MA My Automation My Awesome
  • 6. 3. REMEMBER SIZE DOES NOT (ALWAYS) MATTER MA My Automation My Awesome
  • 7. Don’t mistake a good data base for a big database. If you have a large prospect base but a big proportion is not engaged or unmarketable, why keep it. You could save money with you platform provider by reducing your database size. MA My Automation My Awesome
  • 8. 4. ASK YOURSELF, IS MY DATA WORKING FOR ME? MA My Automation My Awesome
  • 9. Always ask, is my data working for me? Always think, what is your data strategy? There is no point having data for data’s sake - you always need to be thinking how it serves you, how is your data and your data segmentation supporting your campaigning and targeting efforts? MA My Automation My Awesome
  • 10. 5. ALWAYS, ALWAYS COMPLY MA My Automation My Awesome
  • 11. Always, always make sure that you are compliant. The General Data Protection Regulation (GDPR) was announced in April 2016 and will come into effect after a two- year transition period. Failure to comply with the laws set out in the GDPR can result in fines of up to 4% of worldwide turnover. MA My Automation My Awesome
  • 12. 6. NORMALISE YOUR VALUES MA My Automation My Awesome
  • 13. Consider normalised values. Targeting by multiple values, for example job title or function, can sometimes just be too hard. Normalising multiple values into a single field, such as persona type, can improve targeting. MA My Automation My Awesome
  • 14. 7. OFFER PREFERENCES MA My Automation My Awesome
  • 15. Be flexible. Be seen to provide effective preference management services to your content subscribers. So often, preference management centres are poor and tend to be out of date with current data governance and compliance laws. MA My Automation My Awesome
  • 16. 8. FOCUS ON COMPLETENESS MA My Automation My Awesome
  • 17. Ask yourself, how complete is my data? We all need email addresses but what other data do we need to improve campaigning and how complete is it? Consider progressive profiling to improve overall data completeness. MA My Automation My Awesome
  • 18. 9. TO PURGE OR NOT TO PURGE? MA My Automation My Awesome
  • 19. Ask yourself, ‘do I actually need all this data sitting unengaged in my marketing platform?’ MA My Automation My Awesome
  • 20. 10. ANALYSE MA My Automation My Awesome
  • 21. Always analyse. Think, what secrets does my data hold? Where else in your data set can you explore to find small, highly responsive segments to target? How can integration with other data sources unlock new segments? MA My Automation My Awesome
  • 22. TAKEAWAYS • Bigger databases don’t always mean better databases. • Look at what else is hidden in your data - always analyse. • Never forget to focus on completeness. MA My Automation My Awesome
  • 23. MY AWESOME GUIDE TO: MARKETING AUTOMATION SUCCESS DOWNLOAD NOW Now that you’ve got the basics of data management down continue your journey to success, download MA My Automation My Awesome