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Crm data

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Published in: Data & Analytics
  • Hey there, Cesar! I know you get a ton of emails every day, so I’ll keep this short. Celene here, a B2B marketer. We’ve recently put together a compilation of statistics and trends about CRM, and we linked to your SlideShare presentation “Crm data” as one of our valuable resources. Here's the link to the article: http://guidesforcrm.com/blog/2016/02/18/10-must-know-crm-statistics-and-trends/ If you like what you see, I’d appreciate it tremendously if you pass the message along. I hope you liked it and thanks for taking the time to hear me out :) Thanks, Celene
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Crm data

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The TTIIQTGIOT $h0UId 0'50 IMPORTANT: Now go into your new Whe” did YOU SIG” U5I”9 YOU’ 0009 YOUT d0I0 Grid CRM and delete any test entries Dre‘/ '0US S‘/ Stem? DO YOU schedule on-going prior to migrating your full data set, WOIII I°. m°Ve 0" The SYTICIVOTIIZGIIQW If YOU so you don't end up duplicating historical data? need ii_ data I" V , L 1 . It ~ I . ‘ ‘ ‘ , ‘ i ll 2 I ’/ SCHEDULE THE MOVE With your data migrator, you can now map your objects from one system to the next. Pick a date to make the move, and then confirm that everything moved over smoothly. introducing r an easy move to ‘ . HubSpot CRM Ill § Select it 0 9 VV cs“ ' Tim you would like to use will! Element Lander. l Select a Service 1 3 C 0 N N E l / - / ' ’i§lei_I ~'IllIl= l jjlfliul girl filnigi V‘ . t my A. ’ I‘Ils).1c1 l Em ‘ I ' . . , I, '.«: :). }a. te» c mic. r <, i=ir_ 14) “low I : II‘! LL'| k_il€r‘I VJINLVAI. zouocrm I I . B ‘ » MAP I I / ‘ , x'/ j'/ ‘ _. *. T I‘ T T II-1:3 ri "I r ‘ tilni-ojlavsil c1<v]nl"= i|‘Ir «; iuit«1:*_4 m vgmii NJIAFZI-‘. ‘re . . . j girslrnr, Ii». R. V “rm niemr/ ‘ :16!-*. Ill l : lui: ..x‘1c«x»: il If. Nml. . ‘V --- as : .°. :t°' lllili I . . I l . . I I l l l l l l l l l i i l i i i . i i l i . . l I I . . I I . . l i l l i i . l . l . i i . l . i . i i l i l . . i . I I . . I I . II P O W E R E D B Y: Www. bu1kl0ader. hubsp0t. i0 ¢'§‘cioud elements / ‘ . Y . A s l . . Ac 2 ‘ ‘ ' r-‘rt. 1 jrt. >> >> I >> " l. /.l. ..# FE. .. 4- 4- u- 4: The order in which you migrate data matters. For example, ' let's say you want a handful of contacts to all be Companles associated with the same company. You must import 2 Contacts companies before contacts, so that there is a company ID ' ready to associate your contacts to. Deals Follow the order listed here to ensure everything lines up. Leads ’ E I ~ I k I k [L I 5. Interactions r -« i‘ will use 'riIH21;nl ‘ENE l_. vxv; iri= ir, ‘ti: ;; inI‘r-'. i an fiir-’; I'rvii 1 I will = r«. i:(= . I’(I]| l=- at 'Ii‘I1:. .—u«: i=u= «-—: : I«'g_| 'kI' hi mm L Owners T . r I I [fill tr}: /I! ""L’ I . of CRM users say that they I’ ' I enter data into their systems I 1» l l MANUALLY when handling CRM Integrations? I As of 2012, companies are missing out on 80% of T . CRM features, including integration 8. collaboration. 15% of organizations have replaced all their on—premise customer I service applications with SaaS. , Up to 60% of all CRM . - - [s I * projects fail to meet I expections. 30% of marketers say having disparate data sources is a main reason why they can't glean useful insights from customer data. . I . I _ I (r P Sources: M ( " https: //www. bu| k|ocider. hubspot. io 0 H I l https: //salesloft. com/ resources/ blog/20I3/O9/cnti-stats-good-bad-u ly-infographic (; ‘ http: //customerthink. com/ data quality number one concern for crm a opters survey finds/

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