Tag: customer-data-management

Customer data is the core of every business. It dictates the way companies engage with customers and prospects. It plays a role across departments—marketing, sales, success, support—and ultimately defines your customers’ experiences with your brand.

However, simple data collection is not enough to improve customer engagement and experience. You must be able to actively use the data that you[…]

Staying on top of duplicate CRM data is a constant battle, and deduplication tools in popular CRMs typically only scratch the surface.

To identify and merge more duplicates, companies must match and merge using a broader spectrum of matching fields. Email is the most commonly used matching field. It is a uniquely identifying field that is likely to be similar across duplicate records.

In an[…]

Why invest your company’s time, energy, and money into maintaining CRM data?

This is a question for which many organizations don’t have a good answer—until they grow. That’s when the true cost of low-quality, poorly maintained data begins to rear its ugly head. In fact, IBM estimates that bad data costs U.S. companies more than $3 trillion per year.

So when do companies realize that they have a[…]

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[…]

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 software was filled with data errors and standardization issues that reflect poorly on your company.

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

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 whether you should use page layouts or record types—particularly if you need to include multiple data types on the page.

Often, users will find that Salesforce has two similar features or functions. It can be challenging to discern the differences between[…]

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[…]

Your organization exports HubSpot contacts all the time — to share among your teams, deliver them to vendors, import into another software, or to analyze and report on them.

With every new internal project, vendor partnership, or new software used, your need to export data regularly grows. While filtering and exporting data in HubSpot is simple, the manual task of going into the system, opening[…]

Customer data management is extremely time-consuming for most organizations. More than most know, in fact.

Every data management process is made up of many smaller individual tasks. Sometimes, the steps required to cleanse, format, and quality check fixes on a single field can mean dozens of steps.

That’s a problem.

First, it means that fixing individual fields in your data, such as a customer's[…]

Data collaboration is more important than ever for sales, marketing, and support teams. Every win that we secure with customers flows from our understanding of our company and those customers. Effective data management is the gift that keeps on giving in business.

The quality of your customer data impacts the experience that customers have throughout the lifetime of their engagement with your[…]