How often do you export and share data from the CRM — both internally or externally — for correcting, updating, inputting, or collaboration? If you’re like most companies, the answer is “all the time.”

You may share customer data with your finance department who doesn’t have access to your CRM. Or you might share your customer data with your marketing team to fix issues, enrich data, or for use[…]

The changes to the world brought by the COVID-19 pandemic have been felt throughout every company in nearly every nation.

Some sectors, such as the travel industry, have seen their revenues dry up seemingly overnight. Restaurants have had to shutter their doors. Big theatre chains are filing for bankruptcy.

Others, such as remote work tech or some categories of eCommerce, have experienced booms[…]

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 if you should be using page layouts or record types — particularly if the solution you need is a bit more complicated with multiple variables.

Often, users will find that Salesforce has two similar features or functions and it can be difficult to discern[…]

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[…]

If you sync your Salesforce and HubSpot databases then you probably have dealt with the pain that non-matching state and country fields can cause.

For every contact record in your database, your state and country fields have to match, exactly, between HubSpot and Salesforce.

If they don’t, the sync breaks and data for the record is not shared between the two platforms.

This can be a serious[…]

Your CRM is responsible for storing your most critical customer data. It’s that data that you use to contact customers and prospects, personalize engagements, and put your teams in a position to succeed in their interactions.

One of the most critical fields that you collect in a CRM is customer and prospect phone numbers.

Along with emails, phone numbers provide the most direct way to[…]

Few things have more of a negative impact on daily operations than improperly associating, or failing to associate, contacts to companies in HubSpot. Improperly associated contacts act as a roadblock for your teams.

Your marketing teams will miss out on opportunities to personalize communications using contact and company data. Your sales teams, especially in account-based sales, will fail to[…]

Intercom is a leading customer messaging platform, built to help companies inspire loyalty and develop better, deeper relationships with customers and prospects. Organizations across many industries use Intercom in a variety of ways, and most commonly software companies use Intercom to personalize the experiences of their visitors and customers within their website and product.

When you use[…]

CRM data management is critical for engaging with prospects and customers throughout the customer lifecycle.

Maybe you’ve tried to inject personalization into your marketing automation campaigns, only to find that your CRM was filled with data errors and standardization issues that reflect poorly on your company.

Or maybe you have sales associates that have missed critical context when[…]

When you deduplicate and merge records in your CRM, how do you determine which record remains and which one gets removed? How do you know that you are picking the right ‘master’ record? Making the right decision helps you to avoid unnecessary problems that can impact your ability to effectively engage with a prospect or customer down the road.

Duplicate contacts, companies, and deals make it[…]