February 14, 2022

Find & Fix CRM Data Issues using the Data Health Assessment Tool

Wouldn’t it be great if you had a tool that could search your entire customer database for the most common data errors, pinpoint them, then allow you to quickly and easily fix them?

That’s exactly what the Data Health Assessment brings to the table.

Using the Health Assessment Tool, you can identify and fix common customer data issues in your database with just a few clicks. Insycle will connect[…]

January 28, 2022

How Inconsistent Phone Number Formatting Complicates Deduplication

Staying on top of duplicate CRM data is a constant battle. Deduplication processes are time-consuming and arduous—and they don’t usually finish the job. After most deduplication projects, companies are still left with a significant number of unidentified duplicates.

High duplication rates can have a profound impact on the health of a company. Bad data costs US organizations up to $3 trillion per[…]

January 04, 2022

HubSpot Workflow Automation to Clean Your CRM Data Right As It Enters

Automation is at the heart of modern companies’ ability to grow. Smart automation makes an entire organization more effective.

But one thing often holds companies back from using it to its fullest potential: clean, reliable data. Automation requires it, but few companies have it. Inaccurate data cost the US economy $3.1 trillion in 2016, and only 3% of companies meet basic data quality standards.

December 13, 2021

How to Import and Append to Multi-Select HubSpot Fields, In Bulk

Importing data into your HubSpot CRM can be more complicated than it feels like it should be at times. There are always nuances and considerations that require additional edits, manual updates, or cause errors while importing. 

It can be headache-inducing. 

A common issue that many companies have when importing into HubSpot and other CRMs is importing multi-select field types, also known as […]

October 19, 2021

How to Create a Customer Data Management Plan

It’s that time of the year. We’re gearing up for the holidays and New Year.

Every New Year brings a fresh start. We can wipe the slate clean, set new goals, and focus on new tasks. So what are your business New Years’ resolutions?

If one of those resolutions isn’t “take control of my customer data,” it probably should be. But that requires investments — data management software, customer data[…]

August 09, 2021

Top 3 HubSpot Phone Integrations

Sales reps spend their days sending emails, making calls, leaving voicemails, and connecting on social media.

HubSpot, powered by their free CRM, is one of the most popular sales solutions in the world. In fact, HubSpot ranks in the top 10 CRMs based on market share, against some heavy enterprise competition.

Most of the tasks that a sales rep undertakes can be performed easily through HubSpot’s[…]

August 04, 2021

5 Ways to Prepare For iOS 15 Email Open Tracking & Data Privacy Changes

With the announcement of the iOS 15 update for mobile devices, Apple debuted several new privacy features. These features have been a part of a months-long rollout of a new privacy policy update, as Apple positions itself at the forefront of consumer privacy moving forward.

Chief among these for email marketers are the “Mail Privacy Protection” and “Hide My Email.” features.  

According to Apple[…]

June 23, 2021

How to Become a Customer Data Wizard Using the ‘Transform Data’ Tool

Have you ever tried to utilize your CRM data in some way, only to realize that it is improperly formatted, messy, or contains errors that reflect poorly on your brand?

We’ve all been there.

It could be something simple. Maybe you want to use first names in your marketing personalization. The problem? Many of your first names don’t have proper capitalization. Some are all lowercase. Some are all[…]

June 16, 2021

How Quick Attach Used the Insycle Workflow Integration with HubSpot to Resolve CRM Data Issues and Improve Customer Experience

Who is Quick Attach?

Quick Attach is a construction equipment company that designs, manufactures, and markets attachments for machines by Bobcat, Caterpillar, John Deere, and others. 

Josh Didier is the Senior Database Administrator for Quick Attach. After inheriting a system to manage their contact database, Josh discovered that due to duplicate records and data issues, their sales and[…]

June 16, 2021

The Business Impact of Not Maintaining CRM Data

Why should I invest my time, energy, and money into maintaining CRM data?

This is a question that many organizations don’t have a good answer for until they grow, and the true costs of low-quality and poorly maintained data begin to rear their ugly heads.

Over time, the business impact of not maintaining your CRM data becomes more clear, but much of the impact is nuanced and difficult to measure.

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