Sales reps spend their days sending emails, making calls, leaving voicemails, and connecting on social media.

HubSpot, powered by their free CRM, is one of the most popular sales solutions in the world. In fact, HubSpot ranks in the top 10 CRMs based on market share, against some heavy enterprise competition.

Most of the tasks that a sales rep undertakes can be performed easily through HubSpot’s[…]

With the announcement of the iOS 15 update for mobile devices, Apple debuted several new privacy features. These features have been a part of a months-long rollout of a new privacy policy update, as Apple positions itself at the forefront of consumer privacy moving forward.

Chief among these for email marketers are the “Mail Privacy Protection” and “Hide My Email.” features.  

According to Apple[…]

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[…]

Who is Quick Attach?

Quick Attach is a construction equipment company that designs, manufactures, and markets attachments for machines by Bobcat, Caterpillar, John Deere, and others. 

Josh Didier is the Senior Database Administrator for Quick Attach. After inheriting a system to manage their contact database, Josh discovered that due to duplicate records and data issues, their sales and[…]

You pull some data from your HubSpot CRM or Salesforce marketing and sales database only to find that it is rife with errors. Some names are capitalized, some are not. Phone numbers are stored in a dozen different formats. Addresses are all over the place — some include the state and zip code information in the street address field, while others have them separate. Worse,[…]

In a world where data drives our marketing, sales, and customer success initiatives, bad data has increasingly become a problem for companies of all sizes. Right now, your company is missing out on revenue because of bad data in your HubSpot databases. That’s right. It’s a fact of life for any company that collects and uses even moderate amounts of customer data.

A data entry error might keep a[…]

Few things have more impact on the success of a business than their customer data. Data cleaning is the magic that can bring that customer data to life and help you make the most of the data that you collect.

Customer data is the ultimate tool that you can use to improve marketing campaigns, sales initiatives, and provide better experiences to your customers. Clean, quality customer data is the[…]

Custom approval processes are a powerful Salesforce feature for data process automation. Anytime that you want someone to double-check something before it goes live in your Salesforce database, an approval process can help to automate many of the manual tasks involved, taking a lot of tedious back-and-forth out of the equation.

In bigger companies, the number of stakeholders grows, and with it[…]

Tired of combing through your Salesforce, HubSpot, or Intercom databases by hand to identify to remove duplicate entries?

Duplicate Salesforce data can be a serious problem. It can be a drain on your marketing budget. It can hinder your sales team. It keeps you from having a single customer view that you will use to guide your interactions with them throughout the customer lifecycle.

A recent[…]

Email is one of the most reliable marketing channels. Unlike search and social—which can both giveth and taketh away when algorithms change—email marketing lets you build an audience that you can communicate with directly.   

But even email can create hurdles for marketers. If you do the wrong thing—like sending too many emails to inactive subscribers or sending emails to invalid addresses—it[…]