Why Managing Associations is Difficult
Posted: Mon Dec 23, 2024 9:00 am
Even the largest, most popular platforms like Salesforce and HubSpot don’t provide an out-of-the-box way to associate contacts with companies in bulk.
Inconsistencies in the customer data can break default CRM association rules. For example, when contacts’ email has different domain extension — .com and .co.uk for the same company — or when a different naming convention is used, such as “Acme, Inc.” vs. “Acme, Incorporated.”
Sure, you can use Excel. But you’ll need a real Excel-wizard on hand. They’ll have to use complicated formulas and VLOOKUP, and even then you can bet that they are going to miss some stray contacts that will remain floating out in your database. And, they'll need to repeat the process manually every so often, that's not a great use of their time.
Other options? You can hire a consultant that can help you to telephoner au danemark match clean them up. Or you can pay for a software solution. Both can be daunting because they require some pretty deep technical knowledge to understand what you are even buying, plus the security risks that come with sharing your critical customer data.
Better Associations, Better Experiences
Making improving the associations between contacts and companies in your CRM a priority will improve customer experiences throughout their engagement with your brand, reduce a lot of headaches for your teams, and allow sales and marketing ops teams to run a tighter ship.
Using Insycle, you can match unassociated contacts to the correct companies and associate them in bulk. Insycle connects directly to platforms like HubSpot, Salesforce, Intercom, and Zendesk, among others, giving you a simple and effective way to manage your customer data.
When you sign up for Insycle and connect to your CRM platform, the system will start auditing your customer data automatically and generate a Customer Data Health Assessment report.
The assessment will help you to identify more than 30 common customer data issues in your CRM and direct you toward the right Insycle tool and template to fix it in a single click.
The Health Assessment also helps you keep track of unassociated contacts:
Inconsistencies in the customer data can break default CRM association rules. For example, when contacts’ email has different domain extension — .com and .co.uk for the same company — or when a different naming convention is used, such as “Acme, Inc.” vs. “Acme, Incorporated.”
Sure, you can use Excel. But you’ll need a real Excel-wizard on hand. They’ll have to use complicated formulas and VLOOKUP, and even then you can bet that they are going to miss some stray contacts that will remain floating out in your database. And, they'll need to repeat the process manually every so often, that's not a great use of their time.
Other options? You can hire a consultant that can help you to telephoner au danemark match clean them up. Or you can pay for a software solution. Both can be daunting because they require some pretty deep technical knowledge to understand what you are even buying, plus the security risks that come with sharing your critical customer data.
Better Associations, Better Experiences
Making improving the associations between contacts and companies in your CRM a priority will improve customer experiences throughout their engagement with your brand, reduce a lot of headaches for your teams, and allow sales and marketing ops teams to run a tighter ship.
Using Insycle, you can match unassociated contacts to the correct companies and associate them in bulk. Insycle connects directly to platforms like HubSpot, Salesforce, Intercom, and Zendesk, among others, giving you a simple and effective way to manage your customer data.
When you sign up for Insycle and connect to your CRM platform, the system will start auditing your customer data automatically and generate a Customer Data Health Assessment report.
The assessment will help you to identify more than 30 common customer data issues in your CRM and direct you toward the right Insycle tool and template to fix it in a single click.
The Health Assessment also helps you keep track of unassociated contacts: