August 19, 2020
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[…]
March 12, 2020
When you deduplicate and merge records in your CRM, how do you determine which record remains and which one gets removed? How do you know that you are picking the right ‘master’ record? Making the right decision helps you to avoid unnecessary problems that can impact your ability to effectively engage with a prospect or customer down the road.
Duplicate contacts, companies, and deals make it[…]
February 27, 2020
If you are responsible for managing customer data, it is almost certain that you have dealt with the headaches that duplicate data creates. Whether that duplicate data ended up in your system as the result of customers filling out forms, your team entering the data manually, or imports from outside platforms — the consequences of that duplicate data are the same, and quite costly.
In fact, the[…]
February 13, 2020
Have you ever gone to use data from your CRM, maybe in marketing automation, only to find that inconsistencies in the data are causing issues and embarrassing errors that could harm your company's reputation? Everyone has.
Standardized data is a critical piece of the puzzle when it comes to ensuring CRM data quality.
A lack of standardization results in low-quality data. Companies lose 12% of[…]
October 24, 2019
Marketing operations professionals have become increasingly reliant on data in recent years. Customer data, employee data, internal process data, product data — it all plays a vital role in the larger strategy that organizations employ. Each is used for data-backed decision making and the process of optimizing components of their operations.
Companies are collecting more data than ever and for[…]
October 10, 2019
Welcome to Insycle Insiders, a series of short conversations with customers that have made Insycle a key part of their data management strategy.
In this edition, we spoke with James Marshall, Systems Analyst from Kitchen Magic, a kitchen renovation company with locations in Pennsylvania, Massachusetts, New Jersey, New York, and Connecticut. They’ve served tens of thousands of customers on the[…]
September 11, 2019
Bad Salesforce data can suck the life out of your marketing campaigns and sales initiatives. Duplicate Salesforce data, missing data, inaccurate data, outdated data — it all adds up over time as prospects and customers have negative experiences engaging with your brand.
Without proper Salesforce data cleansing initiatives in place, these issues compound over time. Errors that go unfixed can[…]
March 31, 2019
Email is one of the most reliable marketing channels. Unlike search and social—which can both giveth and taketh away when algorithms change—email marketing lets you build an audience that you can communicate with directly.
But even email can create hurdles for marketers. If you do the wrong thing—like sending too many emails to inactive subscribers or sending emails to invalid addresses—it[…]
February 28, 2019
How can you get the best ROI on your investment in HubSpot CRM/Sales?
If you are asking this question, you’re not alone. After all, HubSpot CRM and Sales has a ton of features. It is hard to know where to start.
So, we teamed up with the research team at Databox to ask 25+ HubSpot experts for their advice. We started with the question, “What features do you find most useful in HubSpot?” As you[…]
December 18, 2018
A “dirty” Customer Relationship Management (CRM) system can be paralyzing for marketing, sales and services teams. When the information you need becomes unusable due to the accumulation of errors in your data, it slows everyone down.
The worst part? It’s inevitable.