July 30, 2020

Customer Data Management: 6 Reasons for Day-to-Day Data Collaboration

Data collaboration is more important than ever for sales, marketing, and support teams. Every win that we secure with customers flows from our understanding of our company and those customers. Effective data management is the gift that keeps on giving in business.

The quality of your customer data impacts the experience that customers have throughout the lifetime of their engagement with your[…]

March 19, 2020

6 Tips for CRM Data Management

CRM data management is critical for engaging with prospects and customers throughout the customer lifecycle.

Maybe you’ve tried to inject personalization into your marketing automation campaigns, only to find that your CRM was filled with data errors and standardization issues that reflect poorly on your company.

Or maybe you have sales associates that have missed critical context when[…]

March 12, 2020

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 contacts, companies, and deals make it[…]

February 06, 2020

The Business Case Against Improperly Associated Contacts and Companies in Your CRM

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 30, 2020

The Complete Guide to 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[…]

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.

[…]

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