Blog Category: Guides

Are you tired of the limitations and challenges posed by traditional data management and workflow automation solutions? As the demand for increased efficiency and streamlined procedures grows, businesses turn to innovative solutions to stay ahead. Embedded platforms are the driving…

When you’re in sales or marketing and faced by relentless data glitches, it can be overwhelming. No one at the top cares enough about data quality in the CRM. If you’re reading this, and you’re an ops pro, you may…

Companies rely on accurate, updated data to achieve optimal customer satisfaction and complete end-to-end business visibility. For a unified view of your data across your sources and target systems, you need to employ a proper master data management strategy. However,…

The exponential growth of technological advancements worldwide means consumers rely more on applications and software solutions to solve user-specific pain points. Your company must reach out to its customers before competitors if you want better ROI. However, the resources it…

Businesses are generating huge amounts of data every day and nobody wants to spend hours manually integrating it from different sources. To avoid this manual work, data integration tools consolidate and unify data from different sources into one location, making…

In today’s fast-paced digital world, organizations constantly seek ways to optimize their operations and improve efficiency. Embedded iPaaS (Integration Platform as a Service) has emerged as a practical solution for organizations looking to seamlessly connect their products with their customer…

Post-merger integration is critical in the world of mergers and acquisitions (M&A), where it plays a pivotal role in driving the success of these transformative business ventures. That’s no surprise considering based on the citing from Harvard Business Review, 70-90%…

Mergers and acquisitions (M&A) have become essential in today’s dynamic and fiercely competitive business landscape, serving as a catalyst for growth and providing organizations with a strategic edge. However, the road to a successful acquisition is paved with merger challenges…

In today’s rapidly evolving business world, utilizing the potential of data is vital for achieving success. When you integrate platforms such as Microsoft Dynamics 365 and Amazon S3, you open up many opportunities. Microsoft Dynamics 365 offers a comprehensive suite…

In a rapidly evolving digital landscape, effective customer relationship management (CRM) and outstanding customer service are no longer just optional—they are critical to business success. At the heart of these business operations are platforms like Salesforce, a leading CRM solution…

Are you looking to integrate Zendesk with Slack? This powerful integration allows users to connect Slack channels to Zendesk tickets, enabling real-time notifications and slash commands for ticket actions. But that’s not all – the integration also includes side conversations,…

Pendo, a robust and influential product analytics tool, empowers businesses to gain profound understanding of user interactions with their products. By seamlessly integrating Pendo with essential business tools like CRM and marketing automation platforms, businesses can unlock even deeper insights…

Having a well-designed database schema is crucial for your organization’s success. Out of the box, HubSpot’s data model is not one-size-fits-all. But, as we’ll explore, there are several options for customizing the platform to suit your business, industry, or other…

Data is a precious entity for not only individuals but for businesses too. But, you might have experienced that managing data is not a cakewalk. With the enormous amounts of data being processed today, it has become more and more…

Navigating the intricate world of B2B customer journeys and understanding their impact on your business can be a challenging task. However, this in-depth understanding is the key to unlocking a successful customer journey analytics setup, which is one vital piece…

The rapidly evolving information age sees companies worldwide rely on data to power their digital transformation journeys for more efficient production cycles and outstanding customer relations.  However, organizations of all sizes produce data at an unprecedented scale. Inaccurate data can…

With hundreds of CRM solutions on the market today, it’s easy to see why revenue leaders often contemplate a CRM data migration. With other options readily available, it’s common to feel that the grass will be greener on the other…

In the CRM kingdom, Salesforce long sat on the throne and batted away any challengers.  But then it all changed.  And it didn’t stop.  In the last few years, HubSpot has transformed itself from a marketing automation platform to an…