September 17, 2020

How to Save Time By Automating HubSpot Contact Exports & Delivery

Your organization exports HubSpot contacts all the time — to share among your teams, deliver them to vendors, import into another software, or to analyze and report on them.

With every new internal project, vendor partnership, or new software used, your need to export data regularly grows. While filtering and exporting data in HubSpot is simple, the manual task of going into the system, opening[…]

August 19, 2020

Why Data Management Is So Time-Consuming And How Recipes Can Help

Customer data management is extremely time-consuming for most organizations. More than most know, in fact.

Every data management process is made up of many smaller individual tasks. Sometimes, the steps required to cleanse, format, and quality check fixes on a single field can mean dozens of steps.

That’s a problem.

First, it means that fixing individual fields in your data, such as a customer's[…]

July 30, 2020

Customer Data Management: 6 Reasons for Day-to-Day Data Collaboration

Data collaboration is more important than ever for sales, marketing, and support teams. Every win that we secure with customers flows from our understanding of our company and those customers. Effective data management is the gift that keeps on giving in business.

The quality of your customer data impacts the experience that customers have throughout the lifetime of their engagement with your[…]

July 29, 2020

7 Marketing Mistakes, Myths, and Misconceptions

Marketing isn’t for everyone, and for a long time it was out of reach of the average citizen.

Times have changed drastically, and thanks to the internet and budding entrepreneurs around the world, the barrier to entry is lower than ever.

Don’t have the coding skills to design a landing page? No sweat, you can use a drag and drop WordPress builder like Divi. Feel completely lost using Illustrator[…]

July 07, 2020

What Does ‘Cleaned’ Mean in Mailchimp?

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[…]

June 29, 2020

How to Merge Accounts in Salesforce Flexibly and Automatically

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[…]

June 04, 2020

Declutter Your CRM By Purging Low-Quality Data Automatically

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[…]

May 28, 2020

8 Ways Mailchimp Duplicates Are Impeding Your Marketing Efforts

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[…]

May 14, 2020

How to Merge Duplicates in HubSpot and Salesforce and Keep them Syncing

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[…]

May 07, 2020

Sharing CRM Data: Why Exporting is Painful and How to Automate It

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[…]

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