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[…]

April 09, 2020

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[…]

October 30, 2019

6 Ways Low-Quality Data is Hurting Your Lead Scoring

Lead scoring is essential to a well-oiled marketing and sales machine.

For marketing teams, the number one goal is to send quality leads to the sales team — not just any lead that comes down the pipeline. When the leads aren’t panning out on the backend, you can bet that the marketing team is going to hear about it. 

For sales teams, everything comes down to productivity. Sales reps need to be[…]

October 10, 2019

Insycle Insiders: James Marshall, Systems Analyst at Kitchen Magic

Welcome to Insycle Insiders, a series of short conversations with customers that have made Insycle a key part of their data management strategy.

In this edition, we spoke with James Marshall, Systems Analyst from Kitchen Magic, a kitchen renovation company with locations in Pennsylvania, Massachusetts, New Jersey, New York, and Connecticut. They’ve served tens of thousands of customers on the[…]

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