Insycle

Need to merge duplicates? We can only show you the door, you're the one that has to walk through it. Take the chill pill. Insycle. #datamanagement #crm #crmadmin #crmadministration #revops #sales #marketing #leads #crmsolutions #crmplatform #hubspot #salesforce #cleandata

Happy Labor Day to all CRM-data hard workers out there, those who mostly chill, and everyone who celebrates. We appreciate you. #laborday #crmadmin #revops

Going to INBOUND? Plz don't pick up Data Monster. See you there, ok? okay. #datamanagement #crm #inbound24 #hubspot

📊 Case Study: How PayFit Boosted Sales Operations By Slashing CRM Duplicates by 70%, With Insycle PayFit France had a duplicates problem: 30% of their 600,000+ company records were duplicates 😱 This was causing headaches and confusion for their sales teams, as multiple representatives unknowingly were in contact with the same prospects or with different contacts from the same company. Marketing was also impacted, with duplicate profiles increasing the risk of sending unaligned content. The duplicate records impacted PayFit’s ability to create complete profiles of customers and accounts, with context split up among the duplicate records. With no tool to monitor and merge duplicates automatically and a HubSpot/Salesforce sync complicating the issue, they needed a solution quickly. What they did: ⚙PayFit’s team successfully set up Salesforce workflows and blocked others at creation, reducing their duplicate issues by a sizable chunk. 🧹In tandem with that effort, their Growth Ops team led an effort to ensure that data was as complete and up-to-date as possible, improving overall data quality and outcomes. 💥However, the scale of the duplicates issue made standard deduping and data cleaning approaches unrealistic. With approximately 600,000 company records shared between HubSpot and Salesforce and over 1 million contact records in HubSpot alone, manual data cleaning wasn’t practical. Realizing they needed a more comprehensive solution, they explored developing one in-house but ultimately decided to go with a third-party solution. 🙌 Enter Insycle: Their secret weapon for automated, advanced custom bulk deduplication The results? •Company duplicate rates dropped from 30% to just 9%. 🚀 •Account profiles were full and complete, without context split up among duplicate records. •Their sales and marketing teams were freed from the confusion of double-contacting prospects and delivering unaligned content, among other inefficiencies the duplicates created. But here's where it gets really interesting: •Find out the unexpected challenges they faced with their dual CRM system •Learn about the 30+ template strategy they used to unearth hard-to-find duplicates •Discover how they maintained data quality across multiple countries •See how they integrated deduplication into their daily workflows Curious to see how they pulled it off and what benefits they're now enjoying? Check out the full case study in the comments!

Already packing our fancient fleece vests to show off at the best data party of the year. What about you? See you at INBOUND. Bring your best data fashion. We are not playing. #datamanagement #crm #revops #inbound24 #hubspot

Reading this book *could* change your life. We are doubtful. You don't have to dislike your data monster. You just need the courage to get Insycle. #crm #datamanagement #revops #datahygiene #datamonster #thecouragetobedisliked #insyclebookclub

Do you really need two identical mean girls in beige micro-velvet dresses? We don't think so. Love the puppy though. Need to merge duplicates? We are it. #crm #datamanagement #revops #crmsolutions #datahygiene

👋 Let's talk about something that often flies under the radar, but can be a big problem: the one-size-fits-all approach to CRM data management. 😤 We all know how crucial accurate and up-to-date data is for our businesses. Our CRM systems are the backbone of customer relationships. But unreliable data can really gum up the works. Every company has its own unique mix of CRM software, integrations, automations, and data priorities. Yet, many CRM and CRM-integrated apps try to force one-size-fits-all standards on us. They dictate how data is retained when duplicates are merged, how addresses and phone numbers are formatted, how duplicates are matched, and how contacts, companies, and deals are linked. It's like trying to fit a square peg in a round hole! 🔲🔴 So, what's the solution? Flexible data management configurations! 🎉 Imagine being able to: •Tailor your data management processes to your unique needs •Choose which data to retain when merging duplicates •Customize formatting preferences for different departments or use cases •Set up effective automation based on your specific standards This isn't just about making data look pretty. It's about boosting efficiency, improving accuracy, and ultimately, driving growth. 📈 This is the kind of flexibility that we focus on delivering at Insycle. Have any examples of your CRM deciding how to manage your data and it causing issues for you? Share below.

20 more days until INBOUND but who's counting. Us. We're counting. Can't wait to get the band back together! #inbound24 #hubspot #letsdodatathings

We asked Intercom* to add "hug" to their customer feedback options, because some customer just really want to give our support people hugs, high-fives, and sometimes, though rarely, send flowers. Come for the "game-changing", "life-saving", "revolutionary" tool and "best customer support experience", stay for the "game-changing", "life-saving", "revolutionary" tool and "best customer support experience". *Intercom, call us if you're with it. #datamanagement #crm #revops #datahygiene #customersupport Insycle