Category
CRM Data
Migration, deduplication, field mapping and data quality. The unglamorous work that decides whether anyone trusts the reporting.
- 5 min read
Why sales reps don't use the CRM (it is not a training problem)
Vendor blogs blame change management. The actual causes are undefined deal stages, duplicate records, slow routing and reports nobody reads. All configuration.
- 5 min read
HubSpot properties: how to name them and when to delete one
Internal names are permanent, field types are mostly not changeable, and a property nobody fills in is worse than no property. A practical cleanup pass.
- 5 min read
How to import contacts into HubSpot without creating duplicates
What HubSpot matches on, why a second import doubles your database, and the profiling you do before the file goes anywhere near the portal.