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

The Business Impact of Not Maintaining CRM Data

Why should I invest my time, energy, and money into maintaining CRM data?

This is a question that many organizations don’t have a good answer for until they grow, and the true costs of low-quality and poorly maintained data begin to rear their ugly heads.

Over time, the business impact of not maintaining your CRM data becomes more clear, but much of the impact is nuanced and difficult to measure.

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[…]

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[…]

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