For educational institutions, the need for efficient and effective data management has never been more critical. To streamline their processes and improve their operations, schools and universities ar...
Migrating from one CRM to another is a process that is fraught with challenges. The old and new CRMs may have differences in fields, data cleaning features, automation systems, and data collection pro...
The list feature in HubSpot is a powerful tool. It allows you to create a list of contacts or companies based on predefined property values and characteristics, including activities that the contact h...
CRM systems have revolutionized how businesses manage customer interactions, track leads, and measure the effectiveness of their marketing and sales efforts. However, CRM admins often struggle to repo...
In your CRM, data is king. It's the lifeblood that fuels customer interactions, drives sales strategies, and informs business decisions. But as any seasoned CRM user knows, not all data is created equ...
CRM systems are essential tools for businesses of all sizes. Ensuring that you have clean CRM data to work with is necessary for making the most of the data that you collect—and maximizing your growth...
While navigating the intricate landscape of data management, organizations often grapple with the task of merging duplicates in their CRM system. This process, while integral to maintaining a streamli...
Maintaining a clean and current CRM database is crucial for organizations to stay competitive and operate efficiently. Over time, CRM databases can become cluttered with outdated records. Those record...
Do you have the same customer information stored in multiple places? If so, you have redundant data. This sounds negative, but redundant data isn’t always a bad thing. Sometimes it’s necessary, such a...
Salesforce, HubSpot, and other popular CRMs are giants of their industry. Millions of businesses power their customer relationship management, sales, and marketing through them. They have to cast a wi...
