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[…]

August 09, 2021

Top 3 HubSpot Phone Integrations

Sales reps spend their days sending emails, making calls, leaving voicemails, and connecting on social media.

HubSpot, powered by their free CRM, is one of the most popular sales solutions in the world. In fact, HubSpot ranks in the top 10 CRMs based on market share, against some heavy enterprise competition.

Most of the tasks that a sales rep undertakes can be performed easily through HubSpot’s[…]

August 04, 2021

5 Ways to Prepare For iOS 15 Email Open Tracking & Data Privacy Changes

With the announcement of the iOS 15 update for mobile devices, Apple debuted several new privacy features. These features have been a part of a months-long rollout of a new privacy policy update, as Apple positions itself at the forefront of consumer privacy moving forward.

Chief among these for email marketers are the “Mail Privacy Protection” and “Hide My Email.” features.  

According to Apple[…]

June 23, 2021

How to Become a Customer Data Wizard Using the ‘Transform Data’ Tool

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[…]

June 16, 2021

How Quick Attach Used the Insycle Workflow Integration with HubSpot to Resolve CRM Data Issues and Improve Customer Experience

Who is Quick Attach?

Quick Attach is a construction equipment company that designs, manufactures, and markets attachments for machines by Bobcat, Caterpillar, John Deere, and others. 

Josh Didier is the Senior Database Administrator for Quick Attach. After inheriting a system to manage their contact database, Josh discovered that due to duplicate records and data issues, their sales and[…]

June 16, 2021

The Business Impact of Not Maintaining CRM Data

Why should I invest my time, energy, and money into maintaining CRM data?

This is a question that many organizations don’t have a good answer for until they grow, and the true costs of low-quality and poorly maintained data begin to rear their ugly heads.

Over time, the business impact of not maintaining your CRM data becomes more clear, but much of the impact is nuanced and difficult to measure.

April 20, 2021

What Are the Benefits of HubSpot Data Cleansing?

We’ve all been there.

You pull some data from your HubSpot CRM or Salesforce marketing and sales database only to find that it is rife with errors. Some names are capitalized, some are not. Phone numbers are stored in a dozen different formats. Addresses are all over the place — some include the state and zip code information in the street address field, while others have them separate. Worse,[…]

April 20, 2021

HubSpot Data Quality: Why Dirty CRM Data Hurts Your Marketing

In a world where data drives our marketing, sales, and customer success initiatives, bad data has increasingly become a problem for companies of all sizes. Right now, your company is missing out on revenue because of bad data in your HubSpot databases. That’s right. It’s a fact of life for any company that collects and uses even moderate amounts of customer data.

A data entry error might keep a[…]

April 19, 2021

The Complete Guide to CRM Data Cleaning

Few things have more impact on the success of a business than their customer data. Data cleaning is the magic that can bring that customer data to life and help you make the most of the data that you collect.

Customer data is the ultimate tool that you can use to improve marketing campaigns, sales initiatives, and provide better experiences to your customers. Clean, quality customer data is the[…]

April 13, 2021

How to Create a Custom Approval Process in Salesforce

Custom approval processes are a powerful Salesforce feature for data process automation. Anytime that you want someone to double-check something before it goes live in your Salesforce database, an approval process can help to automate many of the manual tasks involved, taking a lot of tedious back-and-forth out of the equation.

In bigger companies, the number of stakeholders grows, and with it[…]

Start Your Free Trial