April 23, 2020

How to Become a Customer Data Wizard Using the ‘Transform Data’ Tool

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[…]

April 16, 2020

Fixing Non-Matching State & Country Fields That Break the HubSpot and Salesforce Sync

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[…]

April 09, 2020

Why You Should Care About Phone Number Formatting In Your CRM (and How to Fix Them)

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[…]

April 02, 2020

Considerations for Using HubSpot’s Automatic Association to Companies

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[…]

March 31, 2020

9 Ways to Streamline Customer Data Management in Intercom

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[…]

March 19, 2020

6 Tips for CRM Data Management

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[…]

March 12, 2020

Why Picking the Right Master Record is Critical in CRM Deduplication

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[…]

March 09, 2020

5 Powerful Benefits of Salesforce Communites

In today’s tech-driven world, relationships and interactions with our customers, peers, and colleagues are important keys to success in business. Everyone wants to develop closer relationships with the people that they work with or buy from.

Customers want to build closer, trust-based relationships with the brands and products that they love. Employees, especially in a world that is becoming[…]

March 05, 2020

The Complete Guide to Bulk Updating CRM Data Without Using Excel

Have you ever needed to analyze and then bulk update a set of records in your database, only to quickly find that the process of doing so was much more complicated than originally anticipated?

It’s a common task. There are all sorts of updates that you might need to make on a weekly, monthly, or sporadic basis: change owners, update dates, add new values, and others.

But often, those bulk[…]

March 04, 2020

How to Create a Detailed 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 certain pieces of your sales software stack stop working altogether.

Then you’re forced to buy more and increase your API limit, just to keep the wheels turning. Or sit around and wait for the 24-hour[…]

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