Most businesses are at least somewhat aware of the importance of customer data cleanliness. Having accurate data on your customers and prospects is critical for segmenting customers, injecting data into marketing automation systems, and generally providing a better experience to those that engage with your brand.

When you think of data cleanliness, you probably think about missing data, data[…]

Customer data is the core of every business. It dictates the way that we engage with customers and prospects. You use it to forecast what the future of your business will look like. It plays a role in all facets of your business — marketing, sales, success, support — and ultimately is the defining variable that determines the type of experiences that customers have.

However, the act of simply[…]

A “dirty” Customer Relationship Management (CRM) system can be paralyzing for marketing, sales and services teams. When the information you need becomes unusable due to the accumulation of errors in your data, it slows everyone down. 

The worst part? It’s inevitable.

• Leads fill out forms on your website inaccurately.
• Business development reps add contacts to your database based on the best[…]

In the modern age of business, data is power. Your prospect and customer data plays a key role in how companies are able to engage with their prospects. The data collection methods that you use are critical to how we can personalize our marketing automation, deliver important information to sales teams, and genuinely provide a better experience to our customers. Gathering customer data must be a[…]

Bad Salesforce data can suck the life out of your marketing campaigns and sales initiatives. Duplicate Salesforce data, missing data, inaccurate data, outdated data — it all adds up over time as prospects and customers have negative experiences engaging with your brand. Poor-quality data costs US companies up to $15 million annually as it leads to problems with productivity and effectiveness.

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Your CRM is responsible for storing your most critical customer data. It’s that data that you use to contact customers and prospects, personalize engagements, and put your teams in a position to succeed in their interactions.

One of the most critical fields that you collect in a CRM is customer and prospect phone numbers.

Along with emails, phone numbers provide the most direct way to[…]

You’ve been sending emails out to your growing Mailchimp email list, and now certain contacts within your system are being marked as “cleaned.”

But what does that mean, exactly?

Naturally, one of the first places your mind might jump to when you see ‘cleaned’ is the cleanliness of the data for that contact. It makes sense, since the topic of data cleansing is often referred to as ‘data[…]

Are duplicate Mailchimp contacts impacting your ability to personalize and segment emails, tarnishing your brand reputation, or impacting your email sending reputation due to spam flags or undelivered emails?

Your marketing efforts require accurate and consistent customer data to craft personalized messaging that resonates with subscribers. Low-quality data impacts how subscribers and customers[…]

CRM data management is critical for engaging with prospects and customers throughout the customer lifecycle.

Maybe you’ve tried to inject personalization into your marketing automation campaigns, only to find that your CRM software was filled with data errors and standardization issues that reflect poorly on your company.

Or maybe you have sales team associates that have missed critical context[…]

As companies begin to expand the number of ways in which they use Salesforce within their organization, they look for more in-depth and automated ways to take care of specific tasks in the system. And ever-expanding reliance on Salesforce means that manual tasks can become a huge slow down across your organization.

Apex triggers within Salesforce are designed to help you automate certain[…]