March 05, 2020
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[…]
February 13, 2020
Have you ever gone to use data from your CRM, maybe in marketing automation, only to find that inconsistencies in the data are causing issues and embarrassing errors that could harm your company's reputation? Everyone has.
Standardized data, often referred to offhand as data normalization, is a critical piece of the puzzle when it comes to ensuring CRM data quality. Standardizing data improves[…]
February 06, 2020
Whether we’re talking about HubSpot, Salesforce, Intercom, Pipedrive, or any popular modern CRM — few customer data problems have more real-world impact than improperly associating, or failing to associate, the people/contacts in your system and the companies they belong to.
The worst part? Most companies don’t even know how much this is dampening their effectiveness. It’s a silent killer among[…]
January 09, 2020
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.
[…]
