In the world of CRMs, data is king. It drives our understanding of customer behavior, informs our marketing strategies, and fuels our sales efforts. But what happens when that data is compromised by d...
CRM systems have revolutionized how businesses manage customer interactions, track leads, and measure the effectiveness of their marketing and sales efforts. However, CRM admins often struggle to repo...
Understanding the intricate relationships between companies in HubSpot CRM is crucial for account-based marketing (ABM). When company records are associated together in the CRM, businesses have a clea...
Deduplicating When Salesforce’s Contacts-Linked-to-Multiple-Accounts Feature Is Active For A Better Sales Experience
Salesforce's Contacts-Linked-to-Multiple-Accounts feature provides businesses the flexibility to link a single contact with multiple accounts. This is particularly useful in complex business scenarios...
Create Profitable Segmented Campaigns by Fixing Missing Deal-to-Company Associations From the HubSpot-Shopify Integration
Seamless integration between different platforms is not just a convenience, but a necessity in e-commerce. However, platforms don’t always play nicely together out of the box. Businesses leveraging th...
For companies, the ability to track and manage detailed transaction data is crucial. There is no data more valuable than your customer data, and data concerning the deals that your company closes is a...
Pipedrive is a robust CRM that has become an essential part of many businesses' sales processes and customer relationship management. It offers a range of features designed to streamline sales activit...
Solving Duplication and Data Retention Challenges After Migrating to HubSpot (Interview With Matthias Werner of Data Virtuality)
Migrating from one CRM to another is a process that is fraught with challenges. The old and new CRMs may have differences in fields, data cleaning features, automation systems, and data collection pro...
The list feature in HubSpot is a powerful tool. It allows you to create a list of contacts or companies based on predefined property values and characteristics, including activities that the contact h...
In the world of CRMs, data is king. It drives our understanding of customer behavior, informs our marketing strategies, and fuels our sales efforts. But what happens when that data is compromised by d...
In account-based marketing (ABM), the importance of maintaining child-to-parent company associations and company hierarchies cannot be overstated. These associations are critical to understanding a co...
CRM systems have revolutionized how businesses manage customer interactions, track leads, and measure the effectiveness of their marketing and sales efforts. However, CRM admins often struggle to repo...