Retaining Data When Merging HubSpot Duplicates To Avoid Critical Data Loss

In the world of CRMs, data is king. It drives our understanding of customer behavior, informs our marketing strategies, and fuels our sales efforts. But what happens when that data is compromised by d...

How To Account for HubSpot Support Rep Availability and Create Better Customer Experiences

Customers expect swift and accurate responses to their queries. HubSpot's Service Hub aims to meet these expectations and elevate the overall customer experience. But one limiting factor is the system...

Embracing Advanced HubSpot Lead Routing for More Effective Sales Ops

At the heart of any successful sales strategy lies the concept of lead routing. But lead routing isn’t just about directing leads. It's about ensuring that each lead reaches the right person at the ri...

HubGem's Olly Kenyon on Streamlining School and University Data Management in HubSpot

For educational institutions, the need for efficient and effective data management has never been more critical. To streamline their processes and improve their operations, schools and universities ar...

Establishing Parent-Child Associations in HubSpot Using ZoomInfo for Effective ABM

Understanding the intricate relationships between companies in HubSpot CRM is crucial for account-based marketing (ABM). When company records are associated together in the CRM, businesses have a clea...

Create Profitable Segmented Campaigns by Fixing Missing Deal-to-Company Associations From the HubSpot-Shopify Integration

Seamless integration between different platforms is not just a convenience, but a necessity in e-commerce. However, platforms don’t always play nicely together out of the box. Businesses leveraging th...

Managing HubSpot Line Items: Use Them Effectively and Close More Deals

For companies, the ability to track and manage detailed transaction data is crucial. There is no data more valuable than your customer data, and data concerning the deals that your company closes is a...

How To Compare HubSpot Lists and Remove Duplicate Contacts to Preserve Your Brand Reputation

The list feature in HubSpot is a powerful tool. It allows you to create a list of contacts or companies based on predefined property values and characteristics, including activities that the contact h...

Retaining Data When Merging HubSpot Duplicates To Avoid Critical Data Loss

In the world of CRMs, data is king. It drives our understanding of customer behavior, informs our marketing strategies, and fuels our sales efforts. But what happens when that data is compromised by d...

Mirroring Company Hierarchies Between Salesforce and HubSpot for ABM

In account-based marketing (ABM), the importance of maintaining child-to-parent company associations and company hierarchies cannot be overstated. These associations are critical to understanding a co...

HubSpot-CallRail Duplicates: Identify and Merge Them to Eliminate Process Disruptions

Maintaining the accuracy and integrity of your customer information is crucial. However, as businesses increasingly integrate various software platforms to streamline operations, they often encounter ...

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