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How do we keep CRM data clean?

ALIBI uses a tool called Insycle manage, automate, and maintain clean data

Insycle was implemented in December 2019 to help clean the HubSpot contact and company data.   Insycle provides a dashboard and assessment of all ALIBI HubSpot data.

Nightly, we run templated that are designed for companies and contacts looking art specific fields to correct incorrect data and populated it correctly.  There are currently 10 nightly updates that are running.  This will hit any new data that comes into HubSpot.   

The system has limitations as any automated process does - so it is critical that when manually entering data diligence and review by data owners continue.    

Data will decay rapidly so tools like Insycle and data governance and management and accountability is important to ensure marketing efforts are reaching the right people/organizations and are properly addressing contacts. 

Login: https://www.insycle.com/login/

  • Will connect through HubSpot Icon on the page: 
  • Use your HubSpot login and password.   
  • This will bring you to the ALIBI dashboard.