Clean and accurate CRM data is the lifeblood of successful businesses. Companies rely on their CRM systems to gain a complete picture of their leads, prospects, and existing customers. This data fuels...
Do you find that Salesforce leads changing owners when they are converted into contacts is causing confusion among your sales team? In Salesforce, companies set their own rules and thresholds for when...
In the beginning, you simply collect data. Perhaps there just isn’t enough data collected for you to worry about the processes and tasks associated with managing it. But over time, as your customer da...
No one wants to spend more money than they need to. That’s one reason many organizations treat data maintenance as a one-off cleanup project rather than a continuous process. They may believe the one-...
Your sales pipeline keeps your company running like a well-oiled machine. But when a juicy deal slips through your fingers, it is jarring. The culprit? Often, it is missing associations between critic...
Clean and accurate CRM data is the lifeblood of successful businesses. Companies rely on their CRM systems to gain a complete picture of their leads, prospects, and existing customers. This data fuels...
Mazes, puzzles, and jigsaws are fun games to play outside of work—but they shouldn't be words you use to describe your CRM data. Piecing together fragmented records and data isn't a productive way to ...
Not having related partners, consultants, and stakeholders associated with the correct companies in your CRM can be a big problem. Such stakeholders may not be employees of the company in question, bu...
A member of your sales team found a potential upsell opportunity with an existing client. But he is unaware that another team member is already negotiating a separate deal with the subsidiary for the ...
Clients are coming in, sales are booming, and the future looks bright. That is—until you run into data issues in your CRM. When that happens, things break down, and the work goes from exhilarating to ...
Do you find that Salesforce leads changing owners when they are converted into contacts is causing confusion among your sales team? In Salesforce, companies set their own rules and thresholds for when...
Welcome to Insycle Insiders, a series of short conversations with customers that have made Insycle a key part of their data management strategy. In this edition, we spoke with James Marshall, Systems ...
In the beginning, you simply collect data. Perhaps there just isn’t enough data collected for you to worry about the processes and tasks associated with managing it. But over time, as your customer da...
No one wants to spend more money than they need to. That’s one reason many organizations treat data maintenance as a one-off cleanup project rather than a continuous process. They may believe the one-...
