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[…]

April 02, 2020

Considerations for Using HubSpot’s Automatic Contact to Companies Association

Few things have more of a negative impact on daily operations than improperly associating, or failing to associate, contacts to companies in HubSpot. Improperly associated contacts act as a roadblock for your teams.

Your marketing teams will miss out on opportunities to personalize communications using contact record and company record data. Your sales teams, especially in account-based sales,[…]

November 21, 2019

3 Steps to Take Control of Your Sales Operations Data

Data is the energy that powers sales teams. It helps them to understand who prospects and customers are, what they care most about, and how their product can be positioned in a way that alleviates pains and solves problems for specific customer segments. 

The organization, analysis, and usage of your sales operations data will play a critical role in your company’s ability to capitalize on[…]

November 21, 2019

Making Data-Backed Decisions in Conversational Marketing

It’s the new way to communicate with potential customers: Conversational Marketing. As with any shiny new tool, we must make rational, data-backed decisions. It’s not enough to simply pop a live chat module or chatbot onto our website. 

Before getting into how to make data-backed decisions in conversational marketing, let’s use data to decide if it’s right for you. 

  • 79% of consumers are willing[…]

October 03, 2019

Fix Stray HubSpot Contacts With Bulk Association — Connect Contacts to Companies and Deals With Complete Control

If you’ve been using your CRM for a decent amount of time, there is a good chance that you have “stray” contacts in your HubSpot contact database.

There are many cases that commonly cause stray contacts in HubSpot databases too. Stray contacts are simply contacts that exist within your system but aren’t associated with a company inside of the HubSpot database.

Maybe you need to manage parent and[…]

September 18, 2019

How Insycle Helps Companies Measure ROI on Webinars, Podcasts, Trade Shows and Other Events Happening Outside HubSpot

We’ve all been there. 

You just finished launching a new campaign — maybe a webinar, media buy, or podcast. You’ve had your message heard by a wide variety of your ideal customers. Now you have a .CSV full of their data.

It’s critical that you act on those new relationships and begin delivering relevant contextual marketing content to them right out of the gate. You only stay top-of-mind for so[…]

July 08, 2019

How Insycle Automates the Process of Cleaning HubSpot Data

Bad HubSpot data got you down?

Having incomplete, improperly formatted, and inaccurate data in your HubSpot database is a common problem. As any company grows, their customer and company databases are likely to contain a lot of bad data. It’s just an unavoidable fact of data collection.

Bad data can come from many different sources. It can come from errors when importing or exporting a data[…]

May 31, 2019

22 Google Sheets and Excel Functions to Make Your Marketing Lives Easier

A report by Experian found 95% of C-level executives believe that data is an integral part of forming their business strategy. But regardless of whether you’re optimizing marketing campaigns or assessing your business’ finances, you’ll need a spreadsheet to house that data.

And you’ll need to know how to manipulate that data too.

To help you with that, we teamed up with the research team at […]

April 29, 2019

30 Companies Explain How & Why They Switched Their CRM and Marketing Automation Software

Are you always on the hunt for a new piece of software to manage your customer data or marketing campaigns?

You’re not alone. 49% of businesses plan to increase spending on their CRM, and if you’re not convinced to splash the cash on your current software of choice, it might be time to look further afield.

In partnership with Databox, we surveyed 30 companies who recently switched systems and[…]

February 28, 2019

21 Advanced Setup Tips for HubSpot CRM & HubSpot Sales

How can you get the best ROI on your investment in HubSpot CRM/Sales?

If you are asking this question, you’re not alone. After all, HubSpot CRM and Sales has a ton of features. It is hard to know where to start.

So, we teamed up with the research team at Databox to ask 25+ HubSpot experts for their advice. We started with the question, “What features do you find most useful in HubSpot?” As you[…]

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