Data is the backbone of any successful modern company’s operations. But getting the most out of that data is easier said than done. For years, Insycle has been at the forefront of CRM data management,...
Data is the backbone of any successful modern company’s operations. But getting the most out of that data is easier said than done. For years, Insycle has been at the forefront of CRM data management,...
The challenges of data organization and record association can often become a significant roadblock to efficiency and growth. This is a story about how one company overcame these hurdles, transforming...
At the heart of any successful sales strategy lies the concept of lead routing. But lead routing isn’t just about directing leads. It's about ensuring that each lead reaches the right person at the ri...
How Duplicates, Lead-to-Account Matching, and Lead Routing Impact Each Other (and Your Whole Company)
In CRM data management and administration, everything is connected. And for businesses aiming to optimize their customer relationship strategies, the importance of clean, organized, and interconnected...
For educational institutions, the need for efficient and effective data management has never been more critical. To streamline their processes and improve their operations, schools and universities ar...
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...