Your CRM is one of your biggest assets—but is your data driving results or holding you back? If your emails are bouncing, response rates are low, or you’re targeting the wrong people, it’s time for a B2B data audit.

Regularly auditing your database saves time, improves ROI, and stops you from wasting your marketing budget. Here’s how to check your data’s health and fix the issues before they cost you business.

Step 1: Check Data Quality

Duplicates – Are you seeing the same contacts multiple times? Duplicates create confusion and messy reporting.
Outdated Contacts – Are you targeting people who have moved roles? Old job titles and inactive emails are dead ends.
Hard Bounce Risks – High bounce rates damage your email reputation and push you into spam folders.
Formatting Issues – Inconsistent phone numbers, postcodes, or company names make segmentation and automation a nightmare.

Step 2: Spot Missing & Incomplete Data

Key Fields – Are you missing contact names, job titles, or emails?
Company Insights – Do you have data on company size, sector, and turnover? Without it, your targeting suffers.

Step 3: Review Targeting & Segmentation

Relevance Check – Is your list built around your ideal customer profile (ICP)?
Categorisation Issues – Are industries and company types correctly tagged for better segmentation?

Step 4: Get Actionable Insights

Once you’ve identified issues, create a summary report with:
✔ The biggest data problems affecting your CRM and marketing performance.
✔ Recommendations on how to fix them (cleansing, enrichment, or a rebuild).
✔ Estimated bounce rate risk and potential impact on your marketing ROI.

Need an Expert Eye? Get a Complimentary B2B Data Audit

Auditing data manually can be time-consuming and frustrating—but we’ve got you covered. Our expert team will analyse, diagnose, and recommend fixes so you can focus on growing your business, not fixing bad data.

Get your free B2B data audit today and unlock better marketing results.