Introduction to Modules and Apps: Which Module/App to Use for a Task

Duplicate records inhibit your marketing team from effectively segmenting and personalizing your communications. Sales teams step on each other's toes and lack vital context in conversations. Support teams miss important information, and analysis and reporting are skewed.

Merge Duplicates is a Data Management module that helps you identify and merge duplicate contacts, companies, and deals in flexible and powerful ways.

First, you tell Insycle how to identify duplicates by setting match rules. The example below matches duplicates by first name, last name, and email domain. You can use exact matching or similar matching and any field in your database to match duplicates. This allows you to catch more duplicates than you would through standard CRM systems.

Then, you set rules for determining the master record—the record that all other duplicate records are merged into. You can set rules such as the first record created, record with the most email opens, or any other relevant field.

You can set the master record at the record level, using rules:

Or at the field level:

With Insycle’s Merge Duplicates module, you can run deduplication processes in bulk, then automate the process using templates to keep your database free from duplicates at all times.

Learn more:

• Module Overview: Merge Duplicates
• Bulk Merge Duplicate People, Companies
• Manually Merge Duplicates

The data in your CRM needs to be properly formatted and standardized to be usable throughout the customer lifecycle. Irregular data can lead to poor segmenting, unreliable reporting, and ineffective marketing personalization.

Transform Data is a Data Management module that offers ETL functionality, where you can perform a wide range of functions to help you filter, extract, transform, and load the data into your CRM. It helps you make consistent changes to inconsistent data based on rules.

The Transform Data module lets you do things like:

• Format names, phone numbers, and addresses
• Standardize job titles, industries, and locations
• Extract data from fields using flexible rules
• Remove invalid data and typos from fields
• Merge fields or move data between them

There are pre-built templates, which you can use as-is or as a basis for your own custom templates to solve data issues unique to your organization.

Learn more:

• Module Overview: Transform Data
• Format Names, Phone Numbers, and Addresses
• Map Values From One Field to Another

Magical Import is a Data Management module that allows you to import data flexibly and powerfully. You can deduplicate, cleanse, update, and standardize your data before importing it into your database. This not only ensures that critical customer data reaches your CRM, but that it is clean and tidy when it gets there.

With the Magical Import module, you can do the following while importing:

• Map fields and save templates for future mapping
• Create straightforward rules for when your data is updated, overwritten, or appended
• Compare data to existing HubSpot values
• Deduplicate data while importing
• Cleanse data while importing
• Format and standardize while importing
• View changes in the activity tracker at any time

Using Magical Import, you can create straightforward rules to determine when your data is updated, overwritten, or appended. You can also enforce data quality and consistency standards while importing new data with confidence.

Learn more:

• Magical Import Module Overview
• Import New Records or Update From CSV
• Associate Contacts, Companies, and Deals from CSV by Matching Property Values

Incorrect or useless data is more than just an inconvenience–it's a business obstacle that can balloon CRM costs, diminish email open rates, and tarnish your brand’s reputation.

Bulk Operations is a Data Management module that helps you declutter, update values, clear fields, or delete data easily in bulk. If you are tired of updating by hand or creating complicated Excel formulas, Bulk Operations can help.

Insycle offers many default templates to help you do things like remove role-based emails, associate records using any field, and identify invalid phone numbers.

Using the module is simple. First, you set rules to filter your data to those you want to update. 

Then, you specify how Insycle should update or delete the data.

Bulk Operations processes can be automated using templates to keep your data consistent and uncluttered ongoing.

Learn more:

• Module Overview: Bulk Operations
• Bulk Update Values of Any Field
• Bulk Delete Records

A huge piece of the data management puzzle is understanding what you have in your database and cleansing it so that it is uncluttered, formatted correctly, and standardized. But before you can begin fixing issues, you first have to identify what those issues are.

For instance, it is difficult to cleanse job titles when you aren't sure what variations you have in your database.

Cleanse Data is a Data Management module that makes it easy to drill down into specific fields to explore value variations and review them on a record-by-record level. This helps you better understand your data, spot opportunities for consolidation and standardization, and address issues you identify.

First, you tell Insycle which field you would like to explore.

This will generate a list of the existing data variations within the field.

Then, you define what to change and make the update.

You can save all data cleansing settings using templates. With templates, future cleansing tasks will not need to be reconfigured, saving you time.

Learn More:

• Module Overview: Cleanse Data
• Standardize Job Title, Industry, State, Country, or Any Other Free-Text Field
• Analyze CRM Field Data and Clean It Up in Bulk

Effectively filtering, grouping, and analyzing your data is critical for reporting, data maintenance, and decision-making across your organization.

Group & Update is a Data Management module that makes it easy to drill down into your data to understand and analyze what you have in each field. You can explore field values, unearth important stats, drill down into individual records, and generate reports.

First, you select a field that you would like to analyze.

Insycle will generate a list of all values that are contained within that field and tell you how many times each specific value appears. Insycle may also provide additional stats depending on the field type.

This gives you a top-down view of the values in each field while allowing you to drill down and view the underlying data.

Then, you can select individual records or entire buckets for updating in bulk.

You can gain a deeper understanding of your data and generate valuable reports to help improve decision-making.

Learn more:

• Module Overview: Group & Update
• Analyze Data, Group By Stats
• Declutter and Purge Low-Quality Data

Editing data in your CRM can be difficult and time-consuming and filtering data to specific slices can also pose a challenge. Updating requires opening individual records and finding and editing the correct field.

Grid Edit is a Data management module that allows you to filter data and in-line edit values flexibly and efficiently. 

The Grid Edit module also allows you to set up recurring exports of data slices from within your CRM.

For example, you might want a regular export of high-value deals from your pipeline:

Learn more:

• Module Overview: Grid Edit
• Quickly Edit and Correct Data
• Review Your Data to Identify Patterns, Issues, and Options

Identifying records that are missing key fields is a critical step in the data enrichment process.

Data Validation is a Data Management module that makes it easy to identify fields in your database that are missing critical data. You can look for records that are missing one or multiple fields. Next, you can take a complete look at all of the records and export them or in-line edit them directly in the module.

Then, you can save your template. This will save you time on future data validation tasks, scheduled data checks, and automated exports for records that are missing fields.

You can do this once or on a recurring schedule to ensure you enrich the most important records in your database.

Learn more:

• Module Overview: Data Validation
• Validate Completeness of Data
• Identify Incomplete Records

Insycle's Assign app allows you to customize assignment so items get in front of the relevant, available team member for a timely response.

Powerful filtering options let you segment items based on attributes like territory, industry, company, or revenue. Records that meet these criteria can automatically be routed to the appropriate representatives.

Options for controlling how objects are assigned can be tailored to ensure work is distributed appropriately across your team. The allocation automatically takes schedules and existing workload into account, so items are only routed to the reps that are currently open.

These configurations can be saved and automated, efficiently distributing work to the team and enhancing response times.

Learn more:

• App Overview: Assign
• Lead Routing and Assignment for Sales Reps
• Ticket Routing and Assignment for Customer Support Reps

With Insycle's Associate app, you can automatically detect relationships and link contacts, companies, deals, custom objects, and other object types in bulk. 

You can segment records based on attributes like existing relationship identifiers, company names, domains, or any other field. Records that meet these criteria can automatically be linked to other records based on matching rules. You can create hierarchical associations such as child and parent relationships and copy data between the linked records. 

These configurations can be saved and automated, set to run automatically at regular intervals, putting your association process on autopilot.

Learn more:

• App Overview: Associate
• Link and Associate People to Companies
• Associate or Link Parent-Child Companies, Create Accounts Hierarchy and Relationships