June 23, 2022

How Inconsistent Phone Number Formatting Complicates Deduplication

Staying on top of duplicate CRM data is a constant battle, and deduplication tools in popular CRMs typically only scratch the surface.

To identify and merge more duplicates, companies must match and merge using a broader spectrum of matching fields. Email is the most commonly used matching field. It is a uniquely identifying field that is likely to be similar across duplicate records.

In an[…]

June 21, 2022

How Modern Customer Data Management Impacts the Entire Customer Lifecycle

Anyone who works in marketing operations knows that customer data is a critical foundation for success. But even with this knowledge, most people underestimate just how impactful customer data is at every point in the customer lifecycle.

Customer experience is driven by data and is vital to the success of your business. A report from Dimension Data found that 81% of companies say customer[…]

June 16, 2022

Fix Stray HubSpot Contacts With Bulk Association — Connect Contacts to Companies and Deals With Complete Control

 If you have dealt with missing associations before, you know what a pain they can be. Associating contacts, companies, and deals is critical for effective marketing, sales, and support. When they are missing, prioritizing leads is difficult and sales reps step on each other’s toes. Account-based marketing becomes difficult as you fail to engage effectively with important stakeholders.[…]

June 15, 2022

Why Insycle? 10 Growth-Boosting Reasons to Improve your Customer Data Management

Every company has its own “usual suspects” when it comes to CRM data issues. Duplicate records, inconsistent data, formatting errors, and general data input errors are just a few examples.

Those data issues have an impact. They slow your teams down, causing them to double-check for duplicates or add research steps to processes. They make automated personalization difficult. They skew your[…]

June 15, 2022

Salesforce ABM: Associating Leads and Contacts to Accounts

Some of the largest enterprise account-based marketing (ABM) teams in the world rely on Salesforce to execute their ABM strategy.

For many, ABM represents a more structured way to engage with companies and generate more valuable B2B leads. Companies that embrace ABM find that it outperforms other strategies. In a recent survey, 73% of B2B marketers agreed that ABM had exceeded their company’s[…]

June 14, 2022

The Business Impact of Not Maintaining CRM Data

Why invest your company’s time, energy, and money into maintaining CRM data?

This is a question for which many organizations don’t have a good answer—until they grow. That’s when the true cost of low-quality, poorly maintained data begins to rear its ugly head. In fact, IBM estimates that bad data costs U.S. companies more than $3 trillion per year.

So when do companies realize that they have a[…]

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 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[…]

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