Data Wisdom for the Workplace

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Guides

Data Deduplication Software

With such a large amount of important data saved in our computers, making routine software backups is critical. This includes everything from our emails to Word and PDF documents, from revenue spreadsheets to user activity logs, and so much more. …

Guides

Introducing Syncari Insights for RevOps Reporting

Businesses have been working to become more data-driven for years now, with mixed results. According to Harvard Business Review, only 26% of organizations report successfully making the leap. And while there are many reasons why, we believe the problem stems from…

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Leaders

Coffee With Customers Ep. 1: Data Unification with Conga’s Scott Merselis

“Can we Syncari it?” We are not quite at the Kleenex level, but maybe one day Syncari will be a household name. At least, an “officehold” verb. That’s how the team over at Conga now talks about Syncari. They began…

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Leaders

Defining Data Excellence with Eliya Elon [Interview]

Eliya Elon has been blazing trails since he was a teenager. His career kickstarted when he was 15: “My parents went bankrupt so I dropped out of school to work,” he explains. “I started my first business—the second CrossFit gym…

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Guides

CSVs make the world go ’round

Email was invented in 1971. The comma-separated value format was invented in 1972. We’re still using both of them more than 50 years later. Why? Because they work. CSV files provide a flat representation of the data (the information contained…

Guides

The Single Source of Truth has breathed its last

You would think that by now, the “Single Source of Truth” would be here already. At this point in the history of SaaS, there should be a beautifully streamlined process that makes a single warehouse of integrated information easily accessible,…

Guides

How to Run a Powerful RevOps GTM Meeting

RevOps is the GTM Connector RevOps touches every aspect of go-to-market — it’s the glue that proactively ties in all stakeholder information and the conduit that aligns teams around a shared goal. They are the collaborative heartbeat of a good…

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Leaders

Data, Proposals, And Pumping Iron With Kathryn Bennett And Ben Klein

Kathryn and Ben are proposal BFFs. As the Senior Manager of Proposal Operations at Maven Clinic, Kathryn Bennett is pumping out winning bids and teaching proposal managers how to succeed without compromising their sanity. When I invited her to speak…

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Guides

Limitations of Data Integration Methods: ETL vs. ELT vs. Reverse ETL

When it comes to integrating and distributing data, your results are only as good as your methods. Unifying and synchronizing data from various sources and systems helps business teams find the best revenue signals and directs them to the most…

Guides

5 Tips for Ops Pros Supporting Hypergrowth Companies

It’s a great feeling to be part of a growing company. Your company found product-market fit, the product is selling like hotcakes, and  (hopefully) you’re having fun doing it.  So you increase revenue and growth goals, hire more humans in…

Guides

How to Create a Lead Scoring Model

Prospecting leads is a great first step in any sales process. Qualifying (or scoring) your leads is how you value and prioritize them to build lasting relationships. How do you identify and separate high-value leads from potentially low-yielding ones? What criteria…

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Leaders

The Power of Translation with Christine Farrier Rosemin

It’s impossible to ignore Gusto’s Head of Channel Marketing. In a profession often notorious for verbose, jargon-y content, Christine is clear, erudite, and exacting. Whether she’s normalizing Black leadership with her presence or promoting Gusto’s all-in-one HR and payroll platform,…

Guides

Salesforce Deduplication: How to Dedupe Data in Salesforce

Salesforce deduplication is crucial to successful go-to-market. Many organizations still run Salesforce dedupe processes manually, but more and more are turning to deduplication tools to improve data quality. Cleaning and deduping data are essential processes to ensure your sales and…

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Guides

Sync customers, charges and accounts with Stripe

A common gap in any Customer 360 initiative is data related to billings and payments. The workaround? Reps in sales, support and success either engage customers with incomplete information or they waste precious time playing “telephone tag” with contacts in…

Guides

Top 6 Alternatives to Celigo that are worth trying [Updated 2023]

What is Celigo? Celigo is an Integration Platform-as-a-Service (iPaaS) solution that enables IT to empower business teams to create, operate, and track their business processes while assuring consistent best practices, integrate data, data protection, and flexibility to fulfill the demands…

Guides

A Simple Guide to Lead Routing For Marketing and Sales Teams

What is lead routing? Lead routing, also known as lead distribution or assignment, is the process of distributing qualified leads to the best-suited sales representatives in your organization. This means qualifying leads against set criteria and assigning them to the…

Guides

Extend Your CRM: HubSpot Custom Objects Access

Custom objects are literally a template: they provide a way to add a data set where you set the columns and data types, while gaining standard fields from a platform. In turn, this lets you design your own data structure…

Strategy

What is a Customer Data Platform (CDP)?

It’s the driving value proposition of customer data platforms (CDP). They help gather, clean, and make sense of customer data collected from various sources and software to improve and personalize sales and marketing activities to specific customer profiles. What exactly…

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