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 20, 2021

HubSpot Data Quality: Why Dirty CRM Data Hurts Your Marketing

In a world where data drives our marketing, sales, and customer success initiatives, bad data has increasingly become a problem for companies of all sizes. Right now, your company is missing out on revenue because of bad data in your HubSpot databases. That’s right. It’s a fact of life for any company that collects and uses even moderate amounts of customer data.

A data entry error might keep a[…]

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 14, 2021

Why Picking the Right Master Record is Critical in CRM Deduplication

When you deduplicate and merge records in your CRM, how do you determine which record remains and which one gets removed? How do you know that you are picking the right ‘master’ record? Making the right decision helps you to avoid unnecessary problems that can impact your ability to effectively engage with a prospect or customer down the road.

Duplicate contact data, companies, and deals make it[…]

February 26, 2021

6 Critical Reasons to Normalize Data

Most businesses are at least somewhat aware of the importance of customer data cleanliness. Having accurate data on your customers and prospects is critical for segmenting customers, injecting data into marketing automation systems, and generally providing a better experience to those that engage with your brand.

When you think of data cleanliness, you probably think about missing data, data[…]

February 24, 2021

What is Data Scrubbing and Why Is It Important for Companies?

Customer data is the core of every business. It dictates the way that we engage with customers and prospects. You use it to forecast what the future of your business will look like. It plays a role in all facets of your business — marketing, sales, success, support — and ultimately is the defining variable that determines the type of experiences that customers have.

However, the act of simply[…]

February 21, 2021

The Ultimate CRM Data Cleanup Checklist

 

A “dirty” Customer Relationship Management (CRM) system can be paralyzing for marketing, sales and services teams. When the information you need becomes unusable due to the accumulation of errors in your data, it slows everyone down. 

The worst part? It’s inevitable.

  • Leads fill out forms on your website inaccurately.
  • Business development reps add contacts to your database based on the best[…]

February 18, 2021

Data Collection Methods and Why They Are Critical for Business

In the modern age of business, data is power. Your prospect and customer data plays a key role in how companies are able to engage with their prospects. The data collection methods that you use are critical to how we can personalize our marketing automation, deliver important information to sales teams, and genuinely provide a better experience to our customers. Gathering customer data must be a[…]

August 19, 2020

Why Data Management Is So Time-Consuming And How Recipes Can Help

Customer data management is extremely time-consuming for most organizations. More than most know, in fact.

Every data management process is made up of many smaller individual tasks. Sometimes, the steps required to cleanse, format, and quality check fixes on a single field can mean dozens of steps.

That’s a problem.

First, it means that fixing individual fields in your data, such as a customer's[…]

March 05, 2020

The Complete Guide to Bulk Updating CRM Data Without Using Excel

Have you ever needed to analyze and then bulk update a set of records in your database, only to quickly find that the process of doing so was much more complicated than originally anticipated?

It’s a common task. There are all sorts of updates that you might need to make on a weekly, monthly, or sporadic basis: change owners, update dates, add new values, and others.

But often, those bulk[…]

Start Your Free Trial