The list feature in HubSpot is a powerful tool. It allows you to create a list of contacts or companies based on predefined property values and characteristics, including activities that the contact h...
In the world of CRMs, data is king. It drives our understanding of customer behavior, informs our marketing strategies, and fuels our sales efforts. But what happens when that data is compromised by d...
In account-based marketing (ABM), the importance of maintaining child-to-parent company associations and company hierarchies cannot be overstated. These associations are critical to understanding a co...
CRM systems have revolutionized how businesses manage customer interactions, track leads, and measure the effectiveness of their marketing and sales efforts. However, CRM admins often struggle to repo...
In your CRM, data is king. It's the lifeblood that fuels customer interactions, drives sales strategies, and informs business decisions. But as any seasoned CRM user knows, not all data is created equ...
CRM systems are essential tools for businesses of all sizes. Ensuring that you have clean CRM data to work with is necessary for making the most of the data that you collect—and maximizing your growth...
Maintaining the accuracy and integrity of your customer information is crucial. However, as businesses increasingly integrate various software platforms to streamline operations, they often encounter ...
Lead routing in Salesforce is the process of automatically assigning leads to the appropriate sales representatives or teams based on predefined criteria. Lead routing helps organizations ensure that ...
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...
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 Over time, CRM databases can become cluttered with outdated records.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...
