Duplicate accounts in Salesforce can be a serious problem for account-based sales and marketing teams.

Duplicate accounts break your single customer view and can cause confusion among your teams. The contacts and stakeholders for that organization may be split up between both accounts. The same is true for any important account notes that are left by your teams, which means that in the future[…]

Purging data on a regular basis plays a critical role in CRM database maintenance.

Allowing low-quality and problematic data to remain in your database causes many problems. It can balloon your CRM costs in plans that are based on the number of contacts. Low-quality contacts lower email open rates and harm your sender reputation. Clutter makes it difficult for all teams that rely on customer[…]

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[…]

Have you ever tried to deduplicate contacts across HubSpot and Salesforce, while the two platforms are syncing? If you have you know that it can get pretty complicated.

Fixing duplicate records in your CRM is difficult enough without having to worry about all of the issues that come along with two platforms syncing.

Both HubSpot and Salesforce have unique ways of handling duplicate records that[…]

How often do you export and share data from the CRM — both internally or externally — for correcting, updating, inputting, or collaboration? If you’re like most companies, the answer is “all the time.”

You may share customer data with your finance department who doesn’t have access to your CRM. Or you might share your customer data with your marketing team to fix issues, enrich data, or for use[…]

The changes to the world brought by the COVID-19 pandemic have been felt throughout every company in nearly every nation.

Some sectors, such as the travel industry, have seen their revenues dry up seemingly overnight. Restaurants have had to shutter their doors. Big theatre chains are filing for bankruptcy.

Others, such as remote work tech or some categories of eCommerce, have experienced booms[…]

Do you want to customize the object pages that your Users see in Salesforce? Are you confused about how to go about it? Maybe you aren’t sure if you should be using page layouts or record types — particularly if the solution you need is a bit more complicated with multiple variables.

Often, users will find that Salesforce has two similar features or functions and it can be difficult to discern[…]

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[…]

If you sync your Salesforce and HubSpot databases then you probably have dealt with the pain that non-matching state and country fields can cause.

For every contact record in your database, your state and country fields have to match, exactly, between HubSpot and Salesforce.

If they don’t, the sync breaks and data for the record is not shared between the two platforms.

This can be a serious[…]

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[…]