Retaining Data When Merging HubSpot Duplicates To Avoid Critical Data Loss

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...

How CRM Admins Can Justify Investment and Prove ROI

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...

Cleaning Data Before vs. After Importing Into Your CRM (and How Each Impacts Operations)

In your CRM, data is king. It's the lifeblood that fuels customer interactions, drives sales strategies, and informs business decisions. But as any seasoned CRM user knows, not all data is created equ...

10 Reasons Why You Should Not Use Excel To Manage and Update CRM Data

CRM systems are essential tools for businesses of all sizes. Ensuring that you have clean CRM data to work with is necessary for making the most of the data that you collect—and maximizing your growth...

Data Retention When Merging: Keeping Critical Data For Better Customer Experiences

While navigating the intricate landscape of data management, organizations often grapple with the task of merging duplicates in their CRM system. This process, while integral to maintaining a streamli...

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...

How To Compare HubSpot Lists and Remove Duplicate Contacts to Preserve Your Brand Reputation

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...

Retaining Data When Merging HubSpot Duplicates To Avoid Critical Data Loss

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...

Mirroring Company Hierarchies Between Salesforce and HubSpot for ABM

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...

How CRM Admins Can Justify Investment and Prove ROI

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...

Cleaning Data Before vs. After Importing Into Your CRM (and How Each Impacts Operations)

In your CRM, data is king. It's the lifeblood that fuels customer interactions, drives sales strategies, and informs business decisions. But as any seasoned CRM user knows, not all data is created equ...

10 Reasons Why You Should Not Use Excel To Manage and Update CRM Data

CRM systems are essential tools for businesses of all sizes. Ensuring that you have clean CRM data to work with is necessary for making the most of the data that you collect—and maximizing your growth...

HubSpot-CallRail Duplicates: Identify and Merge Them to Eliminate Process Disruptions

Maintaining the accuracy and integrity of your customer information is crucial. However, as businesses increasingly integrate various software platforms to streamline operations, they often encounter ...

Salesforce Lead Routing: Solving Common Issues to Close More Deals

Lead routing in Salesforce is the process of automatically assigning leads to the appropriate sales representatives or teams based on predefined criteria. Lead routing helps organizations ensure that ...

Data Retention When Merging: Keeping Critical Data For Better Customer Experiences

While navigating the intricate landscape of data management, organizations often grapple with the task of merging duplicates in their CRM system. This process, while integral to maintaining a streamli...

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