Blog Category: Guides

Accessing the right data points at the right time has never been more essential for B2B marketing and sales teams worldwide. For Digital marketing teams, Google Analytics is their livelihood. For product and customer marketing teams, it’s a mix of…

If you’re in RevOps and HubSpot is your CRM, then you’re always watching for product updates. It’s likely you heard about HubSpot’s new Data Quality tools. What is the HubSpot Data Quality Command Center? In September 2022, HubSpot launched a…

As the saying goes, “data is the new oil.” In today’s data-driven world, organizations of all sizes recognize the importance of using data to inform their decisions and drive growth. Whether you’re a small business looking to improve your operations…

HubSpot deduplication is an important feature of the platform, which is well known for its marketing automation and CRM tools. As HubSpot gains popularity among young start-ups that prioritize ease of use and out-of-the-box functionality, it’s essential to note that…

There are many terms involved in data and how it is managed. Here we’ll do with a rising trend, usually seen in discussions of revenue operations and their objective to unify data for their sales, marketing, customer success and finance…

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. …

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…

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…

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,…

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…

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…

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…

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…

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…

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…

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…

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…

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…