Many organizations that have been using Beamery for a number of years make the decision to preform a quality audit to clean up or remove data in their Beamery CRM that is no longer functional, correct or serving its purpose. Beamery recommends that these type projects be run twice a year. This ensures that reporting and analytics are based on current realities rather than historical noise. Regular hygiene prevents 'garbage-in, garbage-out' scenarios, giving stakeholders confidence that their strategic decisions are grounded in high-quality, reliable information. Plus, cluttered systems often kill productivity. Cleaning up data twice a year ensures that teams aren't wasting time wading through irrelevant data or incorrect info to do their jobs. It serves as a necessary reset that keeps the workspace organized, allowing users to find exactly what they need without friction.
Pools Audit
Use the Pools Insights report to review your organization's list of Pools. Assess their effectiveness over time, remove unused Pools or those that have become outdated. Export your data to review with other teams or report on your Pools data in another system.
Update Contact Profiles via CRM Connect
Beamery best practice for updating profiles is to focus on evergreen pools and locate profiles whose LinkedIn sync is out of date. Re-syncing these profiles can keep these evergreen pools warm and engaged with relevant content.
Review Templates
Work with Talent Marketing teams to remove or edit any email templates that are outdated or no longer meet brand standards. Take this time to also review the template blocks saved by users as well as the Campaign Settings managed by admin users. Remove any ill-fitting template blocks and update your Campaign Settings if needed.
Assess Global Tags usage
Use the People tab to filter your contacts by Global Tag. Identify those with no contacts assigned to them and consider removing or changing them to better align with your sourcing strategy.
Audit Recipes
On the Recipes list page, filter for all recipes with the status of Paused or Failed and determine which need to be removed and which need to be changed to make them useful automations again. Be sure to reference this article to fully understand the downstream effects of removing a recipe.