Hidden Duplicates: 11 Advanced Ways to Identify & Deduplicate Customer Data

If you are responsible for managing customer data, it is almost certain that you have dealt with the headaches that duplicate data creates. Whether that duplicate data ended up in your system as the r...

Why HubSpot Duplicate Contacts are Hurting Your Marketing Team and Straining Your Budget

Have you ever dug through your marketing campaigns to find that you sent the same promotion to the same customer multiple times? This is just one of the many examples of problems that duplicate data i...

Hidden Duplicates: 11 Advanced Ways to Identify & Deduplicate Customer Data

If you are responsible for managing customer data, it is almost certain that you have dealt with the headaches that duplicate data creates. Whether that duplicate data ended up in your system as the r...

A Guide to Salesforce Record Types vs Page Layouts

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 whether you should use page layouts or record types—partic...

How to Create a Salesforce API Usage Report and Manage your API Calls

There is nothing more aggravating than hitting your Salesforce API usage limit. Your company grinds to a halt. Apps stop talking to each other. Data is blocked from being added to your CRM. Maybe cert...

How to Merge Salesforce Accounts 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 ...

5 Common HubSpot Data Quality Issues and How to Fix Them

If the average company dug into their Hubspot database, most would quickly find many data quality errors. These errors have a negative impact on marketing, sales, and customer service teams. Don’t wor...

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 pr...

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 ste...

6 Reasons for 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. Effecti...

Why HubSpot Duplicate Contacts are Hurting Your Marketing Team and Straining Your Budget

Have you ever dug through your marketing campaigns to find that you sent the same promotion to the same customer multiple times? This is just one of the many examples of problems that duplicate data i...

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 you...

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