Tag: customer-data-management

Have you ever tried to deduplicate contacts across HubSpot and Salesforce, while the two platforms are syncing? If you have you know that it can get pretty complicated.

Fixing duplicate records in your CRM is difficult enough without having to worry about all of the issues that come along with two platforms syncing.

Both HubSpot and Salesforce have unique ways of handling duplicate records that[…]

How often do you export and share data from the CRM — both internally or externally — for correcting, updating, inputting, or collaboration? If you’re like most companies, the answer is “all the time.”

You may share customer data with your finance department who doesn’t have access to your CRM. Or you might share your customer data with your marketing team to fix issues, enrich data, or for use[…]

Do you want to customize the object pages that your Users see in Salesforce? Are you confused about how to go about it? Maybe you aren’t sure if you should be using page layouts or record types — particularly if the solution you need is a bit more complicated with multiple variables.

Often, users will find that Salesforce has two similar features or functions and it can be difficult to discern[…]

Your CRM is responsible for storing your most critical customer data. It’s that data that you use to contact customers and prospects, personalize engagements, and put your teams in a position to succeed in their interactions.

One of the most critical fields that you collect in a CRM is customer and prospect phone numbers.

Along with emails, phone numbers provide the most direct way to[…]

Few things have more of a negative impact on daily operations than improperly associating, or failing to associate, contacts to companies in HubSpot. Improperly associated contacts act as a roadblock for your teams.

Your marketing teams will miss out on opportunities to personalize communications using contact and company data. Your sales teams, especially in account-based sales, will fail to[…]

CRM data management is critical for engaging with prospects and customers throughout the customer lifecycle.

Maybe you’ve tried to inject personalization into your marketing automation campaigns, only to find that your CRM was filled with data errors and standardization issues that reflect poorly on your company.

Or maybe you have sales associates that have missed critical context when[…]

Have you ever needed to analyze and then bulk update a set of records in your database, only to quickly find that the process of doing so was much more complicated than originally anticipated?

It’s a common task. There are all sorts of updates that you might need to make on a weekly, monthly, or sporadic basis: change owners, update dates, add new values, and others.

But often, those bulk[…]

There is nothing more aggravating than hitting your Salesforce API usage limit.

Your company grinds to a halt. Apps stop talking to each other. Data is blocked from being added to your CRM. Maybe certain pieces of your sales software stack stop working altogether.

Then you’re forced to buy more and increase your API limit, just to keep the wheels turning. Or sit around and wait for the 24-hour[…]

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[…]

But over time, as your customer data grows and becomes more complicated, it necessitates a higher level of focus and planning around how you organize, cleanse, nurture, and generally manage that data — or at least it should.

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