June 04, 2020

Declutter Your CRM By Purging Low-Quality Data Automatically

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[…]

April 23, 2020

How to Become a Customer Data Wizard Using the ‘Transform Data’ Tool

Have you ever tried to utilize your CRM data in some way, only to realize that it is improperly formatted, messy, or contains errors that reflect poorly on your brand?

We’ve all been there.

It could be something simple. Maybe you want to use first names in your marketing personalization. The problem? Many of your first names don’t have proper capitalization. Some are all lowercase. Some are all[…]

April 16, 2020

Fixing Non-Matching State & Country Fields That Break the HubSpot and Salesforce Sync

If you sync your Salesforce and HubSpot databases then you probably have dealt with the pain that non-matching state and country fields can cause.

For every contact record in your database, your state and country fields have to match, exactly, between HubSpot and Salesforce.

If they don’t, the sync breaks and data for the record is not shared between the two platforms.

This can be a serious[…]

April 09, 2020

Why You Should Care About Phone Number Formatting In Your CRM (and How to Fix Them)

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[…]

March 31, 2020

9 Ways to Streamline Customer Data Management in Intercom

Intercom is a leading customer messaging platform, built to help companies inspire loyalty and develop better, deeper relationships with customers and prospects. Organizations across many industries use Intercom in a variety of ways, and most commonly software companies use Intercom to personalize the experiences of their visitors and customers within their website and product.

When you use[…]

March 04, 2020

How to Create a Detailed Salesforce API Usage Report and Manage your API Calls

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[…]

February 24, 2020

6 Ways Insycle Helps Pipedrive CRM Sales Teams Be More Effective

Do you find that your sales team is getting bogged down with consistent CRM data issues? Do you notice that your reps are spending too much time fixing small mistakes and not enough time engaging with prospects? It’s a common issue. Sales teams need quality, reliable data to engage effectively with prospects and accounts.

Insycle’s Pipedrive data management helps sales reps, managers, and[…]

February 20, 2020

Why Insycle? 12 Growth-Boosting Reasons to Improve your Customer Data Management

You know there are issues in your CRM. Every company has some “usual suspects” when it comes to CRM data errors — duplicate records, inconsistent data, formatting errors, and general data input errors — represent just a few examples.

You know that those data issues have an impact. You’ve seen the embarrassing mistakes in marketing automation — like the time that you imported prospect last names[…]

January 30, 2020

The Complete Guide to Data Cleaning

Few things have more impact on the success of a business than their customer data. Data cleaning is the magic that can bring that customer data to life and help you make the most of the data that you collect.

Customer data is the ultimate tool that you can use to improve marketing campaigns, sales initiatives, and provide better experiences to your customers. Clean, quality customer data is the[…]

January 09, 2020

Four Phases of Customer Data Management Evolution

In the beginning, you simply collect data. Perha ps there just isn’t enough data collected for you to worry about the processes and tasks associated with managing it.

But over time, as your customer data grows and becomes more complicated, it necessitates a higher level of focus and planning around how you organize, cleanse, nurture, and generally manage that data — or at least it should.

[…]

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