April 21, 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[…]

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, which ironically impedes their ability to continue down the path of growth. 

CRM databases in HubSpot and Salesforce simply become too big. 46% of contact center decision makers estimated their contact centers to grow by 5%-10% in the next year, which for many is an unsustainable rate.

Engagements with those[…]

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[…]

February 16, 2021

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[…]

January 27, 2021

How to Create a 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[…]

October 30, 2020

The Business Impact of Not Maintaining CRM Data

Why should I invest my time, energy, and money into maintaining CRM data?

This is a question that many organizations don’t have a good answer for until they grow, and the true costs of low-quality and poorly maintained data begin to rear their ugly heads.

Over time, the business impact of not maintaining your CRM data becomes more clear, but much of the impact is nuanced and difficult to measure.

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[…]

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