CRM Tools

Agile CRM De-duplicating and Cleansing With Dedupely

Welcome to the latest introduction to data cleansing and de-duplication for Agile CRM.

We use Agile CRM for our sales and marketing flow. It's still a fairly new CRM. We're excited to see how quickly they've managed to get some really important things right. From both a developer and marketer standpoint.

This is why we're excited to launch our new Dedupely Agile CRM integration.

Dedupely connects to your Agile CRM account and helps you merge...

Insightly Data Migration: Helpful Tips and Tricks

CRM data migration is a fairly common project nowadays, but also the one surrounded by numerous misconceptions. Some people, intimidated by the possible pitfalls, try to avoid the task, forgetting that a CRM switch is often a necessary step towards business growth and development. Despite the fact that sometimes it can create as many problems as it solves. Thorough planning and a bit of groundwork will allow you to reduce the risks and ensure the success of the undertaking.

The fir...

Syncing XING Contacts with Nimble CRM

A common problem a lot of European entrepreneurs encounter is that XING doesn't seem to be supported by many of the major CRMs and business apps. This is a shame and a huge lost opportunity for both American businesses and European users.

Lately, I decided to take things into my own hands and build a sync service starting with the one business network being left out, XING.

Your XING account is like North American's Linkedin account. Full of business connections, earned ...

Insightly How-To: 5 Steps to Create a Killer Tagging Strategy

I just talked about how to keep bad data out of Insightly. Now I want to go deeper into how to set up a tagging strategy for clarity and efficiency for growth.

I'm a huge fan of tags. Tags are pretty non-restricted and do a nice job for categorising any dimension of small bits of your contact data.

Tagging will help you group your contacts and set up nice contact list views. Let me show you how amazingly easy this is in Insightly:

1. Plan Your Tag Categorie...

3 Insightly Tips For Preventing Bad Data

Insightly is a well put-together CRM for any small business. Let's keep poor data out! In this article, I want to cover a few ways you can keep your Insightly data relevant, with cooperation from your sales team and others who interact with your data.

It's critical to the health of your business to keep your contact data clean and up to date. Research tells us that businesses leak up to 12% of their revenue through poor data. This is a lot of cash left on the table. Cash that can be...

Set-Up Automatic Duplicate Merges in @InsightlyApp

The first time you login to Dedupely, you'll be asked to insert your Insightly API key. Your API key can be found by going to User Settings in Insightly, scrolling down to the bottom until you see API Key.

Copy that key, go back to your Dedupely Panel and paste it into the setup form. After that, click Start Duplicate Auto-Merging.

If the key is incorrect, it will ask you to try again. If you entered it correctly, Dedupely will start pulling in your contacts, scanning f...

Nimble: It's Important to Merge Duplicates

We assume that you are using Nimble to manage your contact information. You want the most out of your contact database and duplicate contacts can be a problem for you and your business.

Suppose you have duplicate contacts that you send pricing or special offers to on a regular basis. The customer gets peeved because you send them the same information more than once. This tells the customer that you do not respect their time.

A worse situation can occur if you have a dif...

Three Pitfalls to Avoid When Starting Nimble

Nimble is a simple CRM that is used to track leads and deals in the sales pipeline. Nimble is all about communications and relationships. It collects and brings together contacts from all over your databases and places them in one central location. If you have contact information in Outlook, Gmail, Facebook, LinkedIn, Yahoo, Skype, phone, email or other company databases, Nimble brings all of it together. You will have information in your network that is easy to retrieve, complete, and that is u...

Smart Data Strategies: Preventing duplicate contacts in Nimble

Did you know that CRM (Customer Relationship Management) is one of the most useful business tools in the market? It is true, though, that some companies have failed to realise the ROI (Return on Investment) after implementing CRM, and some even took some losses. The main reason for this is bad data. Bad and non-conforming (out of sync) data could potentially lose a company millions or at least preventing them to make a better profit off of their contact management. One example of bad data is...

Identify highly engaged community members with Leaderboarded and Nimble

Leaderboarded Integration
Note: Leaderboarded was rebranded as Rise in October 2014. As the Nimble Marketpage and other online sources still refer to the Leaderboarded trademark, that is the name we use in this article.

Leaderboarded integration is a lightweight gamification platform which is designed to help managers to create s single consolidated score for every 'player' through the use of data from multiple systems. The strength of leaderboarded is the focus on simplicity...