March 12, 2020

Why Picking the Right Master Record is Critical in CRM Deduplication

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

Hidden Duplicates: 11 Outside-of-the-Box Ways to Identify & Deduplicate Customer Data

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

5 Steps for CRM Data Standardization

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

The 5 Most Common Data Management Challenges in Marketing Operations

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

Insycle Insiders: James Marshall, Systems Analyst at Kitchen Magic

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

4 Best Practices for Salesforce Data Cleansing

 

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[…]

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