June 15, 2022

Why Insycle? 10 Growth-Boosting Reasons to Improve your Customer Data Management

Every company has its own “usual suspects” when it comes to CRM data issues. Duplicate records, inconsistent data, formatting errors, and general data input errors are just a few examples.

Those data issues have an impact. They slow your teams down, causing them to double-check for duplicates or add research steps to processes. They make automated personalization difficult. They skew your[…]

December 13, 2021

How to Import and Append to Multi-Select HubSpot Fields, In Bulk

Importing data into your HubSpot CRM can be more complicated than it feels like it should be at times. There are always nuances and considerations that require additional edits, manual updates, or cause errors while importing. 

It can be headache-inducing. 

A common issue that many companies have when importing into HubSpot and other CRMs is importing multi-select field types, also known as […]

June 23, 2021

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[…]

June 16, 2021

How Quick Attach Used the Insycle Workflow Integration with HubSpot to Resolve CRM Data Issues and Improve Customer Experience

Who is Quick Attach?

Quick Attach is a construction equipment company that designs, manufactures, and markets attachments for machines by Bobcat, Caterpillar, John Deere, and others. 

Josh Didier is the Senior Database Administrator for Quick Attach. After inheriting a system to manage their contact database, Josh discovered that due to duplicate records and data issues, their sales and[…]

April 20, 2021

HubSpot Data Quality: Why Dirty CRM Data Hurts 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[…]

April 01, 2021

7 Marketing Misconceptions, Mistakes, and Myths

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[…]

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[…]

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[…]

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