Retaining Salesforce Lead Owners When Bulk-Converting to Contacts

Do you find that Salesforce leads changing owners when they are converted into contacts is causing confusion among your sales team? In Salesforce, companies set their own rules and thresholds for when...

Four Phases of Customer Data Management Evolution

In the beginning, you simply collect data. Perhaps there just isn’t enough data collected for you to worry about the processes and tasks associated with managing it. But over time, as your customer da...

The Hidden Costs of One-Off Data Cleanups

No one wants to spend more money than they need to. That’s one reason many organizations treat data maintenance as a one-off cleanup project rather than a continuous process. They may believe the one-...

How to Associate HubSpot Companies to Related Companies in Bulk

Mazes, puzzles, and jigsaws are fun games to play outside of work—but they shouldn't be words you use to describe your CRM data. Piecing together fragmented records and data isn't a productive way to ...

How To Associate HubSpot Contacts to Contacts in Bulk

Not having related partners, consultants, and stakeholders associated with the correct companies in your CRM can be a big problem. Such stakeholders may not be employees of the company in question, bu...

How To Associate HubSpot Child Companies to Parent Companies in Bulk

A member of your sales team found a potential upsell opportunity with an existing client. But he is unaware that another team member is already negotiating a separate deal with the subsidiary for the ...

How To Associate HubSpot Tickets to Companies In Bulk

Clients are coming in, sales are booming, and the future looks bright. That is—until you run into data issues in your CRM. When that happens, things break down, and the work goes from exhilarating to ...

Retaining Salesforce Lead Owners When Bulk-Converting to Contacts

Do you find that Salesforce leads changing owners when they are converted into contacts is causing confusion among your sales team? In Salesforce, companies set their own rules and thresholds for when...

Insycle Insiders: James Marshall, Systems Analyst at Kitchen Magic

Welcome to Insycle Insiders, a series of short conversations with customers that have made Insycle a key part of their data management strategy. In this edition, we spoke with James Marshall, Systems ...

Four Phases of Customer Data Management Evolution

In the beginning, you simply collect data. Perhaps there just isn’t enough data collected for you to worry about the processes and tasks associated with managing it. But over time, as your customer da...

The Hidden Costs of One-Off Data Cleanups

No one wants to spend more money than they need to. That’s one reason many organizations treat data maintenance as a one-off cleanup project rather than a continuous process. They may believe the one-...

CRM Data Quality Checklist: Top 15 Issues

Keeping your customer data clean is essential. Reliable, error-free data is a cornerstone of growth for any company. Your data impacts customers at every point in the customer journey. It affects the ...

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...

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