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[…]

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 16, 2020

Standardize State & Country Fields That Break HubSpot 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[…]

March 31, 2020

9 Ways to Streamline Intercom User Data Management

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[…]

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[…]

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.

[…]

December 19, 2019

7 Ways Insycle’s Health Assessment Helps Companies Reach Their Business Objectives

A few weeks ago, we announced the debut of a brand new feature - the Data Health Assessment.

This tool connects directly to CRM systems like HubSpot, Salesforce, and Intercom. Then, it analyzes your entire customer database and identifies more than 30+ of the most common customer data health issues.

In this article, we’ll dig into how your sales and marketing objectives are impacted by the data[…]

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[…]

Start Your Free Trial