February 16, 2021

Why You Should Care About Phone Number Formatting In Your CRM (and How to Fix Them)

Your CRM is responsible for storing your most critical customer data. It’s that data that you use to contact customers and prospects, personalize engagements, and put your teams in a position to succeed in their interactions.

One of the most critical fields that you collect in a CRM is customer and prospect phone numbers.

Along with emails, phone numbers provide the most direct way to[…]

February 10, 2021

6 CRM Data Management Tips to Improve Productivity

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 software was filled with data errors and standardization issues that reflect poorly on your company.

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

December 22, 2020

Data Quality and HubSpot: Why Dirty CRM Data Harms Your Marketing

In a world where data drives our marketing, sales, and customer success initiatives, bad data has increasingly become a problem for companies of all sizes. Right now, your company is missing out on revenue because of bad data in your HubSpot databases. That’s right. It’s a fact of life for any company that collects and uses even moderate amounts of customer data.

A data entry error might keep a[…]

September 17, 2020

How to Save Time By Automating HubSpot Contact Exports & Delivery

Your organization exports HubSpot contacts all the time — to share among your teams, deliver them to vendors, import into another software, or to analyze and report on them.

With every new internal project, vendor partnership, or new software used, your need to export data regularly grows. While filtering and exporting data in HubSpot is simple, the manual task of going into the system, opening[…]

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[…]

July 29, 2020

7 Marketing Mistakes, Myths, and Misconceptions

Marketing isn’t for everyone, and for a long time it was out of reach of the average citizen.

Times have changed drastically, and thanks to the internet and budding entrepreneurs around the world, the barrier to entry is lower than ever.

Don’t have the coding skills to design a landing page? No sweat, you can use a drag and drop WordPress builder like Divi. Feel completely lost using Illustrator[…]

June 04, 2020

Declutter Your CRM By Purging Low-Quality Data Automatically

Purging data on a regular basis plays a critical role in CRM database maintenance.

Allowing low-quality and problematic data to remain in your database causes many problems. It can balloon your CRM costs in plans that are based on the number of contacts. Low-quality contacts lower email open rates and harm your sender reputation. Clutter makes it difficult for all teams that rely on customer[…]

May 14, 2020

How to Merge Duplicates in HubSpot and Salesforce and Keep them Syncing

Have you ever tried to deduplicate contacts across HubSpot and Salesforce, while the two platforms are syncing? If you have you know that it can get pretty complicated.

Fixing duplicate records in your CRM is difficult enough without having to worry about all of the issues that come along with two platforms syncing.

Both HubSpot and Salesforce have unique ways of handling duplicate records that[…]

May 07, 2020

Sharing CRM Data: Why Exporting is Painful and How to Automate It

How often do you export and share data from the CRM — both internally or externally — for correcting, updating, inputting, or collaboration? If you’re like most companies, the answer is “all the time.”

You may share customer data with your finance department who doesn’t have access to your CRM. Or you might share your customer data with your marketing team to fix issues, enrich data, or for use[…]

April 23, 2020

How to Become a Customer Data Wizard Using the ‘Transform Data’ Tool

Have you ever tried to utilize your CRM data in some way, only to realize that it is improperly formatted, messy, or contains errors that reflect poorly on your brand?

We’ve all been there.

It could be something simple. Maybe you want to use first names in your marketing personalization. The problem? Many of your first names don’t have proper capitalization. Some are all lowercase. Some are all[…]

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