Manual vs. Automated Data Maintenance: Why Your Organization Can’t Afford To Rely on Manual Data Updates

Data is the fuel that powers businesses, driving critical decisions, strategies, and operations. Companies that leverage accurate and up-to-date customer data enjoy a huge competitive advantage over t...

How To Bulk-Standardize Industries for Contacts and Companies In HubSpot

You dive into your CRM, only to find a mess of industry entries: "Technology," "Tech," “Software,” "Information Technology," and a dozen more variations. While these all represent the same sector, the...

How to Standardize Phone Numbers in HubSpot In Bulk and Automatically

Your sales team is hustling to hit quarterly targets, but they keep running into the same frustrating roadblock. When they call a promising international lead, the phone number is in the wrong format ...

How to Standardize Job Titles in HubSpot for Better Segmentation

You dive into your CRM, only to find a mess of job titles: "VP of Sales," "Vice President of Sales," "Sales VP," and a dozen more variations. While these all represent the same role, their differing f...

How To Bulk-Standardize Country Fields in HubSpot

In HubSpot, standardized address data is critical for reporting, segmentation, and regionally focused decision-making. Having a number of different variations of a country name, such as U.S., USA, Uni...

Data Unpredictability Holds Organizations Back: How To Regain Control

An effective CRM is crucial for organizations to thrive. However, many companies find it challenging to manage their CRM data effectively because the data is unpredictable. Unpredictability in this co...

One Size Fits All vs. Configurable CRM Data Management: Why Your Company Needs Flexibility

Maintaining accurate and up-to-date data is more crucial than ever. Organizations rely heavily on their CRM systems to manage customer relationships, track sales, and streamline operations, but unreli...

How to Standardize Company Names in HubSpot, In Bulk and Automatically

Inconsistent and non-standardized company names seem like insignificant issues. But they can wreak havoc on your HubSpot CRM data, leading to inaccurate reporting, ineffective segmentation, and overal...

How To Standardize State Fields in HubSpot, in Bulk and Automatically

The listed states of US-based contacts and companies in your CRM are critical for location-centric marketing campaigns, segmentation, and reporting. Each individual state has many potential variations...

Manual vs. Automated Data Maintenance: Why Your Organization Can’t Afford To Rely on Manual Data Updates

Data is the fuel that powers businesses, driving critical decisions, strategies, and operations. Companies that leverage accurate and up-to-date customer data enjoy a huge competitive advantage over t...

How to Associate HubSpot Deals to Deals In Bulk

Your sales pipeline keeps your company running like a well-oiled machine. But when a juicy deal slips through your fingers, it is jarring. The culprit? Often, it is missing associations between critic...

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