Data Quality & Management

Clean data. Confident decisions.

Most HubSpot portals have data problems they cannot quite see. Until reports stop matching, automation starts misfiring, or sales asks why a contact has three different owners. We bring your data back from the brink. Audit, clean, structure, govern. So you can trust what your reports tell you and act on it.

Built HubSpot with us already? We will keep your data sharp. Inherited a mess from someone else? We will fix that too.

Data Audit Results
Audit Complete

!
Duplicate contacts
1,247
!
Records missing fields
34%
!
Property inconsistencies
156
Data quality score
47

92/100

Cleaned in 3 to 4 weeks

The Reality

Bad data is invisible. Until it isn’t.

Your data was probably fine on day one. Then a workflow created duplicates. Two team members spelled the company name differently. Someone imported a list without checking. Marketing added a property nobody else uses. Sales started ignoring the lifecycle stage.

None of it broke anything obvious. But add it up over a few years and you have a database your team does not trust, reports that need spreadsheets to make sense, and automation that misfires often enough that nobody bothers fixing it any more.

Data is only as valuable as the decisions it allows you to make. Bad data does not just slow you down. It makes everyone less confident in everything else.

What good looks like

Trustworthy data. Built to stay that way.

Good data quality is not a one-off cleanup. It is a system. We audit what you have, design what good looks like for your business, clean what is broken, and put governance in place so it stays that way as your team grows and your data scales.

The result: a database your team trusts, reports you can act on, and automation that does what it is supposed to do.

Who it is for

Three types of teams come to us for help with their data.

Whatever state your data is in, we have probably seen worse. And fixed it.

01

Your data has drifted over time

You have been on HubSpot a while. The portal works, but the data has accumulated mess. Duplicates, abandoned properties, inconsistent values, owner gaps. Reports do not always agree, and your team has stopped trusting them.

My data has drifted

02

You have inherited a CRM nightmare

Maybe you came in fresh, took over from a previous admin, or absorbed another team’s HubSpot through an acquisition. Whatever it is, you have got data you did not create and would not have done it that way. Time to make sense of it.

I inherited the mess

03

You are consolidating data sources

You have customer data scattered across HubSpot, spreadsheets, accounting tools, support systems and marketing platforms. None of them quite agree. You need one source of truth that everything else hangs off.

I need to consolidate

What you get

What’s in a Big Presence data project.

Eight things, designed to leave you with data you trust and a system to keep it that way.

1

Full Data Audit

A complete assessment of your database: duplicates, gaps, inconsistencies, abandoned properties, owner issues. Quantified, not vague.

2

Data Architecture

A proper design for your properties, lifecycle stages, ownership rules and data structure. Built around how your business actually works.

3

Cleanup Plan

A clear, prioritised plan covering what to delete, merge, update, archive and leave alone. With reasoning for each decision.

4

Deduplication

We find and merge duplicate contacts, companies and deals safely, preserving the data that matters and consolidating activity history.

5

Property Standardisation

Consistent values, proper picklists, validation rules, and a clear convention for how data should be entered going forward.

6

Data Governance Rules

Who owns what data, how it gets maintained, and what good looks like. Documented and shared across the team.

7

Validation Workflows

HubSpot automation built to prevent future mess. Bad data caught at entry, not discovered six months later.

8

Reporting Foundation

Clean data ready for trustworthy dashboards. Reports that match across teams, every time.

The HubSpot bit

Every Hub depends on clean data.

Bad data does not stay in one place. It spreads across every Hub and breaks everything it touches. We make sure your data works hard for every part of your HubSpot setup.

Marketing Hub

Trustworthy lists

Clean lists, accurate segmentation, attribution that adds up.

Sales Hub

Reliable pipelines

Trusted pipelines, accurate forecasts, proper deal hygiene.

Service Hub

Joined-up history

Customer history that hangs together across tickets and conversations.

Content Hub

Real engagement data

Content engagement tied to verified contacts, not duplicates.

Data Hub

The toolkit

Data sync, deduplication tools, integration quality, dashboards.

Commerce Hub

Money you can trace

Reliable customer-to-order-to-payment links across the board.

Sound familiar?

Bad data shows up as small frustrations long before it shows up as big problems.

These are the questions teams ask us when the small stuff starts adding up.

Because they are pulling from data that contradicts itself. Different definitions, different owners, different values for the same thing. We standardise the underlying data so reports finally agree.

Because nothing is stopping them from being created. Forms, imports, integrations, workflows, manual entry, all spawning duplicates. We deduplicate what is there, then put validation in place to stop it happening again.

Almost never. Your data has value, even if it is messy. Cleaning it is faster and cheaper than rebuilding everything around a new platform, and you keep the history that drives smart decisions.

Governance. Clear ownership, documented standards, validation in HubSpot, regular reviews. Without it, any cleanup is temporary. With it, your data gets better over time, not worse.

AI can help with parts of it, especially deduplication and enrichment. But it needs clean inputs and clear rules to be useful. Get the foundation right first, then let AI do the heavy lifting.

How it works

Four phases. From mess to managed.

A clear, structured process that takes your data from unreliable to trusted, and keeps it that way.

01

Audit and Assess

We dig into your database and tell you exactly what shape it is in. Duplicates, gaps, inconsistencies, abandoned properties. Quantified and prioritised.

02

Design and Standardise

We design the proper structure: properties, picklists, lifecycle stages, ownership rules. What good data looks like for your business.

03

Clean and Migrate

We do the actual work of cleaning, merging, archiving and standardising. Carefully, with checkpoints, so nothing gets lost.

04

Govern and Maintain

We put rules, validation and ownership in place to keep it clean. Optional ongoing support to keep on top of it as you scale.

How we scope and price

Every database is different. So is every project.

We do not do off-the-shelf data packages. The right scope depends on the size of your database, the state it is in, and what you want to achieve. After a 30-minute call, we can usually give you a ballpark.

What affects your scope
  • 1The size of your database (thousands or millions of records)
  • 2The number of duplicate, incomplete or inconsistent records
  • 3How many data sources need consolidating
  • 4The complexity of your existing property structure
  • 5Whether you want a one-off cleanup or ongoing governance
  • 6The number of integrations and workflows affected

After scoping, we give you a fixed price with no surprises.

Get a scoping call

What happens next

Clean data is the foundation. Now you can build on it.

Once your data is in order, everything else gets easier. Reporting becomes trustworthy. Automation behaves as it should. Lead scoring works. Forecasts hold up. AI tools have something useful to work with.

The next step is putting that clean data to work. That is where automation and integration come in. Workflows that fire correctly, integrations that sync without contradicting themselves, and AI that actually helps rather than amplifying old mistakes.

Why teams choose us

A HubSpot Platinum Partner since 2014.

Over a decade of building, fixing and scaling HubSpot setups for businesses that take data seriously.

Platinum Partner since 2014

Over a decade of HubSpot expertise across hundreds of implementations and growing businesses.

Data is your most underrated asset

Data is only as valuable as the decisions it allows you to make. We treat your database like it matters, because it does.

Plain English, no jargon

You will not get acronym soup or buzzwords. If we cannot explain it simply, we have not understood it well enough.

Clean data, then keep it clean

We do not do drive-by cleanups. We put the rules and governance in place so it stays clean long after we leave.

We knew we needed HubSpot, but we did not realise how much better it could make everything. From tracking leads to creating a working sales process, Big Presence gave us the setup we really needed.

Paul Kay
Managing Director, Energy Support Solutions

Ready to clean up your data?

Every data project starts with an audit. A 30-minute call to understand your database, your team, and what good looks like. From there we will give you a clear plan and a fixed price.

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