As companies grow, their ability to understand their customers is diminished, which ironically impedes their ability to continue down the path of growth. 

CRM databases in HubSpot and Salesforce simply become too big. 46% of contact center decision makers estimated their contact centers to grow by 5%-10% in the next year, which for many is an unsustainable rate.

Engagements with those[…]

Industry-leading companies always seem like they are a step ahead. They are proactive rather than reactive. They are faster when responding to issues and more innovative when expanding into new markets.

It’s almost like they have a crystal ball. The truth is that they kind of do!

The data they collect — whether it be in their CRM, accounting, or ERP system — is chock-full of key insights they[…]

Salesforce is a powerful tool for account-based marketing and sales. For many of the largest B2B companies in the world, it is the go-to tool for managing enterprise sales teams.

But your Salesforce ABM strategy is only as effective as your ability to organize data in a way that makes it easy to identify the most influential stakeholders within an organization and deliver messages that resonate[…]

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 contact data, companies, and deals make it[…]

HubSpot and Salesforce are two of the most popular marketing and sales platforms in existence today. Naturally, each platform specializes in specific areas and provides unique benefits, leading to many companies integrating both platforms into their daily processes.

So, you have a list of contacts that you would like to upload into HubSpot, but you’re worried about duplicate data, overwritten records, and other common issues that come with importing contacts in HubSpot?

Or maybe you have a whole host of new data for existing contacts in your HubSpot database and you just want to upload the new data into the system, but are worried about overwriting records[…]

Most businesses are at least somewhat aware of the importance of customer data cleanliness. Having accurate data on your customers and prospects is critical for segmenting customers, injecting data into marketing automation systems, and generally providing a better experience to those that engage with your brand.

When you think of data cleanliness, you probably think about missing data, data[…]

Customer data is the core of every business. It dictates the way that we engage with customers and prospects. You use it to forecast what the future of your business will look like. It plays a role in all facets of your business — marketing, sales, success, support — and ultimately is the defining variable that determines the type of experiences that customers have.

However, the act of simply[…]

A “dirty” Customer Relationship Management (CRM) system can be paralyzing for marketing, sales and services teams. When the information you need becomes unusable due to the accumulation of errors in your data, it slows everyone down. 

The worst part? It’s inevitable.

• Leads fill out forms on your website inaccurately.
• Business development reps add contacts to your database based on the best[…]

In the modern age of business, data is power. Your prospect and customer data plays a key role in how companies are able to engage with their prospects. The data collection methods that you use are critical to how we can personalize our marketing automation, deliver important information to sales teams, and genuinely provide a better experience to our customers. Gathering customer data must be a[…]