HubSpot Data Quality: Why Dirty CRM Data Hurts Your Marketing

In a world where data drives our marketing, sales, and customer success initiatives, bad data is an increasing problem for companies of all sizes. At this very moment, your company is missing out on r...

Case Study: Keeping Duplicate Deals Out of Your CRM to Improve Sales

This post is part of a series in which we explore problems that our customers have fixed using Insycle. Each post outlines the challenge and shows the solution step by step. The Problem: Duplicate Dea...

How To Add Associations in HubSpot Workflows

Any HubSpot company that relies on clean, consistent associations eventually looks for a solution to automate that process. But HubSpot’s automatic association features always leave edge cases that ne...

Case Study: Clean, Reliable Child-to-Parent Company Hierarchies to Improve Account-Based Marketing

This post is part of a series in which we explore problems that our customers have fixed using Insycle. Each post outlines the challenge and shows the solution step by step. The Problem: Disorganized ...

A Guide to Salesforce Forms for Data Management

Salesforce Forms are a critical component of data management in Salesforce. Users can create, edit, and update lead, account, and contact records through forms. These forms can be customer-facing or i...

Salesforce Activities 101: Tasks and Events

Salesforce Activities are used to track the interactions that your team has with Salesforce accounts and the leads and contacts that are related to them. The Activities consist of tasks, events, and c...

6 Critical Reasons to Normalize Data

Most businesses have some awareness of the importance of customer data cleanliness. Accurate data on your customers and prospects is critical for segmenting customers, injecting data into marketing au...

How to Avoid the Pitfalls of Salesforce Multi-Select Picklists

Salesforce multi-select picklists are notoriously tricky to use effectively. On the one hand, their benefits are understandably alluring. Like single-select picklists, multi-select picklists provide s...

What Is Dirty Data? How Do I Clean It?

“Dirty data” is a term that describes any piece of data you collect that has issues or errors.   For many companies, most records in their database have some issues. A study of clinical data showed er...

Salesforce Flow Cheat Sheet: Guide & Examples

Salesforce Flow represents the future of automation in the Salesforce platform. Growing out of Salesforce’s Process Builder and Workflow features, Salesforce Flow allows you to automate complex busine...

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