June 21, 2022

How Modern Customer Data Management Impacts the Entire Customer Lifecycle

Anyone who works in marketing operations knows that customer data is a critical foundation for success. But even with this knowledge, most people underestimate just how impactful customer data is at every point in the customer lifecycle.

Customer experience is driven by data and is vital to the success of your business. A report from Dimension Data found that 81% of companies say customer[…]

June 15, 2022

Why Insycle? 10 Growth-Boosting Reasons to Improve your Customer Data Management

Every company has its own “usual suspects” when it comes to CRM data issues. Duplicate records, inconsistent data, formatting errors, and general data input errors are just a few examples.

Those data issues have an impact. They slow your teams down, causing them to double-check for duplicates or add research steps to processes. They make automated personalization difficult. They skew your[…]

June 14, 2022

The Business Impact of Not Maintaining CRM Data

Why invest your company’s time, energy, and money into maintaining CRM data?

This is a question for which many organizations don’t have a good answer—until they grow. That’s when the true cost of low-quality, poorly maintained data begins to rear its ugly head. In fact, IBM estimates that bad data costs U.S. companies more than $3 trillion per year.

So when do companies realize that they have a[…]

February 14, 2022

Find & Fix CRM Data Issues using the Data Health Assessment Tool

Wouldn’t it be great if you had a tool that could search your entire customer database for the most common data errors, pinpoint them, then allow you to quickly and easily fix them?

That’s exactly what the Data Health Assessment brings to the table.

Using the Health Assessment Tool, you can identify and fix common customer data issues in your database with just a few clicks. Insycle will connect[…]

December 13, 2021

How to Import and Append to Multi-Select HubSpot Fields, In Bulk

Importing data into your HubSpot CRM can be more complicated than it feels like it should be at times. There are always nuances and considerations that require additional edits, manual updates, or cause errors while importing. 

It can be headache-inducing. 

A common issue that many companies have when importing into HubSpot and other CRMs is importing multi-select field types, also known as […]

October 19, 2021

How to Create a Customer Data Management Plan

It’s that time of the year. We’re gearing up for the holidays and New Year.

Every New Year brings a fresh start. We can wipe the slate clean, set new goals, and focus on new tasks. So what are your business New Years’ resolutions?

If one of those resolutions isn’t “take control of my customer data,” it probably should be. But that requires investments — data management software, customer data[…]

June 23, 2021

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 19, 2021

The Complete Guide to CRM 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[…]

March 21, 2021

Why Effective Customer Segmentation is Critical for Driving Growth

As companies grow, their ability to understand their customers is diminished. A lack of focus on customer data audits, quality initiatives, and enrichment programs leave companies underprepared to serve their customers.

Why is this? When a company grows, it collects more data, much of which will be unusable without a data management plan in place to standardize records, segment contacts, and[…]

March 19, 2021

Why Clean Data is Critical to Sales System Development

Industry-leading companies always seem like they are a step ahead. They are proactive rather than reactive. They are faster when responding to issues and more innovative when expanding into new markets.

It’s almost like they have a crystal ball. The truth is that they kind of do!

The data they collect — whether it be in their CRM, accounting, or ERP system — is chock-full of key insights they[…]

Start Your Free Trial