Today on our "We Love True Data Crime" podcast: The Case of the Cloning CRMs.
Duplicate deals infiltrating your CRM. Total chaos. Sales teams spinning their wheels, data running amok. The stuff of nightmares.
Then @Insycle shows up. The CRM superhero/seasoned/emotionally-damaged detective. A quick evidence board goes up, some calls to old friends at data forensic, and the case is closed, done and dusted (for fingerprints).
Read our case study on how @Insycle helped "Ericson" to deal with duplicate deals that created a fractured experience for new leads and customers.
Their support and sales reps lacked full context because it was split up between multiple contact records in their CRM.
This led to frustrating conversations and bad customer experiences that impacted the company’s brand reputation.
With @Insycle’s @HubSpot Workflow integration, "Ericson" automatically identified and merged duplicate deals as they were created, ensuring sales and support reps had complete, unified records from the start.
The result? No more missing context or duplicate confusion—just seamless teamwork and confident, stellar customer experiences.
Case solved.
#CRM #callcenter #datamanagement
