January 24, 2021

How to Merge Salesforce Accounts Flexibly and Automatically

Duplicate accounts in Salesforce can be a serious problem for account-based sales and marketing teams.

Duplicate accounts break your single customer view and can cause confusion among your teams. The contacts and stakeholders for that organization may be split up between both accounts. The same is true for any important account notes that are left by your teams, which means that in the future[…]

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 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[…]

November 21, 2019

3 Steps to Take Control of Your Sales Operations Data

Data is the energy that powers sales teams. It helps them to understand who prospects and customers are, what they care most about, and how their product can be positioned in a way that alleviates pains and solves problems for specific customer segments. 

The organization, analysis, and usage of your sales operations data will play a critical role in your company’s ability to capitalize on[…]

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