Tag: customer-data-management

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[…]

Purging data on a regular basis plays a critical role in CRM database maintenance.

Allowing low-quality and problematic data to remain in your database causes many problems. It can balloon your CRM costs in plans that are based on the number of contacts. Low-quality contacts lower email open rates and harm your sender reputation. Clutter makes it difficult for all teams that rely on customer[…]

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[…]