You can use Insycle to fix a range of data-related issues that plague business intelligence (BI) reporting.
However, Insycle is not a tool designed for generating business intelligence reports. With Insycle you can manage your data in flexible and powerful ways, helping you to improve reporting and data accuracy for BI.
With Insycle you can:
- Merge duplicate contacts, companies, and deals.
- Standardize job titles, industries, locations, and any free text field
- Format names, phones, and addresses
- Properly associate contacts, companies, and deals
- Import new records or Update from CSV
- Bulk update values in any field
- Automate your data maintenance to run on a set schedule
Key Use Cases
- Bulk Merge Duplicate People, Companies
- Format Names, Phone Numbers, Addresses
- Import New Records or Update and Append to Existing from CSV
- Standardize Job Titles, Industries, Locations
- Link and Associate People to Companies
- Convert Field Type From Free-Text to Picklist
- Bulk Update Values of Any Field
- Cleanse Data
- Explore Database Fields and Values
- Consolidate and Retire Legacy Fields
- Fix Data Inconsistencies
While Insycle is not a business intelligence solution, it can be an invaluable tool for identifying and fixing a range of data issues that impede your ability to accurately pull business intelligence from your data.
You can use a variety of Insycle modules to gain an understanding of the data issues in your CRM, fix common issues, track improvement over time, and collaborate more effectively.
Related Blog Articles
- The Complete Guide to Bulk Updating CRM Data Without Using Excel
- How to Become a Customer Data Wizard Using the ‘Transform Data’ Tool
- How Insycle Solves Common Problems with HubSpot and Salesforce Integration
- How to Merge Duplicates in HubSpot and Salesforce and Keep them Syncing
- How to Import and Append to Multi-Select HubSpot Fields, In Bulk
- How to Save Time By Automating HubSpot Contact Exports & Delivery
- How to Create a Customer Data Management Plan
- How to Not Mess Up Your HubSpot Contact Record Imports
- How to Clean HubSpot Import Contacts and Improve Your ROI
- Activity Tracker
- Insycle's HubSpot and Salesforce sync
- Insycle's HubSpot imports
- Insycle's Salesforce imports
- Customer Data Health Assessment