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 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,[…]

March 31, 2020

9 Ways to Streamline Intercom User Data Management in Intercom

Intercom is a leading customer messaging platform, built to help companies inspire loyalty and develop better, deeper relationships with customers and prospects. Organizations across many industries use Intercom in a variety of ways, and most commonly software companies use Intercom to personalize the experiences of their visitors and customers within their website and product.

When you use[…]

March 05, 2020

The Complete Guide to Bulk Updating CRM Data Without Using Excel

Have you ever needed to analyze and then bulk update a set of records in your database, only to quickly find that the process of doing so was much more complicated than originally anticipated?

It’s a common task. There are all sorts of updates that you might need to make on a weekly, monthly, or sporadic basis: change owners, update dates, add new values, and others.

But often, those bulk[…]

February 20, 2020

Why Insycle? 12 Growth-Boosting Reasons to Improve your Customer Data Management

You know there are issues in your CRM. Every company has some “usual suspects” when it comes to CRM data errors — duplicate records, inconsistent data, formatting errors, and general data input errors — represent just a few examples.

You know that those data issues have an impact. You’ve seen the embarrassing mistakes in marketing automation — like the time that you imported prospect last names[…]

February 13, 2020

5 Steps for CRM Data Standardization

Have you ever gone to use data from your CRM, maybe in marketing automation, only to find that inconsistencies in the data are causing issues and embarrassing errors that could harm your company's reputation? Everyone has.

Standardized data, often referred to offhand as data normalization, is a critical piece of the puzzle when it comes to ensuring CRM data quality. Standardizing data improves[…]

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