9 Ways Duplicate Customer Data Is Impacting Your Bottom Line

Duplicate records in your customer data are a thorn in the side of employees at every level of your company. The quality of your customer data impacts almost every team in your organization. Sales tea...

Running a Smooth CRM Data Migration: An Interview With Camille Balhorn from Remotish

Data migration is a critical process for any company that undertakes it. There are many reasons a company may migrate data to a CRM. They might be moving from one CRM to another. They might be adding ...

Salesforce Account and Contact Owner Match: Using Flow Automation for Efficient ABM

ABM effectiveness requires consistent data and well-defined data policies that facilitate what’s known as a “single customer view.” A single customer view describes a data quality state where employee...

Customer Data Redundancy - When It's Good, When It's Bad, and How To Deal With It

Do you have the same customer information stored in multiple places? If so, you have redundant data. This sounds negative, but redundant data isn’t always a bad thing. Sometimes it’s necessary, such a...

Why You Need A Customer Data Management Platform for Your CRM

Salesforce, HubSpot, and other popular CRMs are giants of their industry. Millions of businesses power their customer relationship management, sales, and marketing through them. They have to cast a wi...

Why Clean CRM Data Is Just As Critical for Smaller Companies As for Larger Ones

Small companies face numerous challenges as they strive to grow and scale effectively. One aspect that often gets overlooked, yet holds paramount importance, is maintaining clean CRM data. While large...

The Top 3 Salesforce Email Automation Apps

Initially, Salesforce emerged as primarily as a sales solution; however, it has since evolved into the world's leading CRM platform. Today, Salesforce serves as a comprehensive organizational engine, ...

Managing Painful Data Issues Between Your CRM And Third-Party Integrations

In an ever-evolving digital landscape, businesses continue to rely on an array of software apps to manage their daily operations effectively. One of the critical components of this ecosystem is the CR...

CRM Data Enrichment: Enrich CRM Fields Using Your Existing Data for Effective Segmentation

In today's data-driven landscape, having a complete and accurate CRM database is critical for success. From ZIP codes to job titles and phone numbers, businesses must capture and maintain a wealth of ...

Fixing HubSpot Ticket Routing and Load Management Issues That Hurt Customer Experience

HubSpot tickets, a feature of HubSpot's Service Hub, help businesses manage, track, and organize customer support inquiries. They serve as a centralized place to log and monitor customer interactions,...

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