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Sales Ops: Audit Sheet for Imports to HubSpot

Objective: Provide Detailed Steps of How Sales Ops Reviews and Audits Import Sheets from the NetSuite Database

Data Point Identification & Sorting

Sort through the sheet provided and identify key data points to match them against the NetSuite Database

  • Phone Numbers
  • Emails
  • Domains
  • POC (Point of Contact) Names
  • Company Names

Clean and Format NS Database

Download the NetSuite Database and Clean Up it's Data Points

Check the Guide Here on Formatting Details for Imports to HubSpot

  • Standardize Phone Numbers
  • Verify Physical Address
  • Identify the correct Point of Contact

⚠️ Please Note: This requires manual effort and time - please plan accordingly when requesting imports - Check the Import Timelines In this Knowledge Base

Prep the Lead List:

Format Leads by:

  • Extracting Domains from the provided Email Addresses (If applicable)
    • Handling Multiple Scans from the Company may include different addresses or domains

Match Leads with NetSuite Data

Identify Matchs & Eliminate Duplicates:

  • Use Formulas to match leads with the NS Database across the identified data points (Step two) - Formula Guide Here
    • Phone Numbers
    • Domains
    • POC Names
    • Company Names

Manual Cross-Check

Manually Review any remaining leads that formulas may not capture

  • Ensure correct identification of existing customers or new leads within NetSuite

Create Final Lead & Customer List

Generate the final list, separating matched customers in NetSuite from new leads not found in the system

Review and Assign Leads / Information

  • Review the Final List with Sales Ops - Reference here of requirements for HS Import
  • Assign unassigned customers/leads within NetSuite
  • Distribute new Leads (not in the system) Based on:
    • Geographical Locations
    • Sales Rep Workload - Ensuring Balanced Distribution
  • Formatting
    • Remove the (FL) for any Sales Reps where Applicable
    • Format David and Mike's Names as:
      • Mike Menendez
      • Dave Greenfeld
    • Determine values where applicable:
      • Sales Rep
      • SDR
      • RSE
      • Buying Group
      • Partner
      • Category

Share with CRM Specialist

Send an Email to the CRM Specialist stating the List is Ready for HubSpot Audit and Import
  • CC The Stakeholders so they are aware of the Import & Audit Status