Data Retention When Merging: Keeping Critical Data For Better Customer Experiences

While navigating the intricate landscape of data management, organizations often grapple with the task of merging duplicates in their CRM system. This process, while integral to maintaining a streamli...

How Inconsistent Phone Number Formatting Complicates Deduplication

Staying on top of duplicate CRM data is a constant battle, and deduplication tools in popular CRMs typically only scratch the surface. To identify and merge more duplicates, companies must match and m...

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 rig...

Hidden Duplicates: 11 Advanced Ways to Identify & Deduplicate Customer Data

If you are responsible for managing customer data, it is almost certain that you have dealt with the headaches that duplicate data creates. Whether that duplicate data ended up in your system as the r...

Data Retention When Merging: Keeping Critical Data For Better Customer Experiences

While navigating the intricate landscape of data management, organizations often grapple with the task of merging duplicates in their CRM system. This process, while integral to maintaining a streamli...

Fix Paralyzing Issues With Duplicate HubSpot Tickets That Impact Brand Reputation

HubSpot tickets play a critical role in many HubSpot organizations. While they are most commonly used for tracking customer support requests, tickets can be used to track any task across your organiza...

Case Study: Improve Lead Scoring with Accurate Child-Parent Associations and a HubSpot+Salesforce Sync

This post is part of a series that explores problems our customers have fixed using Insycle. Each post outlines the challenge and shows the solution step by step. The Problem: An Active CRM Sync Made ...

Case Study: Keeping Duplicate Deals Out of Your CRM to Improve Sales

This post is part of a series in which we explore problems that our customers have fixed using Insycle. Each post outlines the challenge and shows the solution step by step. The Problem: Duplicate Dea...

How Inconsistent Phone Number Formatting Complicates Deduplication

Staying on top of duplicate CRM data is a constant battle, and deduplication tools in popular CRMs typically only scratch the surface. To identify and merge more duplicates, companies must match and m...

Salesforce Duplicate Management: How to Automate Salesforce Deduplication

Tired of combing through your Salesforce, HubSpot, or Intercom databases by hand to identify to remove duplicate entries? Duplicate Salesforce data can be a serious problem. It can be a drain on your ...

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 rig...

8 Ways Mailchimp Duplicates Are Impeding Your Marketing Efforts

Are duplicate Mailchimp contacts impacting your ability to personalize and segment emails, tarnishing your brand reputation, or impacting your email sending reputation due to spam flags or undelivered...

Hidden Duplicates: 11 Advanced Ways to Identify & Deduplicate Customer Data

If you are responsible for managing customer data, it is almost certain that you have dealt with the headaches that duplicate data creates. Whether that duplicate data ended up in your system as the r...

How to Merge Salesforce Accounts Flexibly and Automatically

Duplicate accounts in Salesforce can be a serious problem for account-based sales and marketing teams. Duplicate accounts break your single customer view and can cause confusion among your teams. The ...

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