Data Retention When Merging: Keeping Critical Data For Better Customer Experiences

While navigating the intricate landscape of data management, organizations often grapple with the task of merging duplicates in their CRM system. This process, while integral to maintaining a streamli...

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...

Data Retention When Merging: Keeping Critical Data For Better Customer Experiences

While navigating the intricate landscape of data management, organizations often grapple with the task of merging duplicates in their CRM system. This process, while integral to maintaining a streamli...

B2B Data Decay: Why Your Outdated CRM Data Is Costing You Money (And How To Fix It)

Maintaining a clean and current CRM database is crucial for organizations to stay competitive and operate efficiently. Over time, CRM databases can become cluttered with outdated records. Those record...

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...

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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