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Data Driven - Our Blog

The blog for CRM Refresh.

Train D.A.V.E. to fix your CRM data

You can train the CRM Refresh DAVE system to handle your leads and contact cleaning here. - Choose how often you want your records checked - Tell DAVE what to do when it finds bad records - Tell DAVE what to fill in when your contacts records are blank For more...

Hubspot Integration

You can use CRM Refresh with your Hubspot CRM if you have a paid account. (Hubspot doesn't allow for API access to Free CRM Accounts). Go to the sign-up page and create your account. CRM Refresh will connect to your Hubspot CRM with 0Auth encryption. Once you're...

Saleforce Integration

Integrating CRM Refresh with your Salesforce installation is fast using 0Authorization. Simply go to the sign up page and connect using your salesforce user name. CRM Refresh will connect to Salesforce using an encrypted system.

Data Scoring Explained

CRM Refresh's data verification combines over 1,300 email service providers and telecom sources and sorting through millions of data points. The CRM Refresh D.A.V.E.  provides contact intelligence from a variety of sources: social presence, company websites,...

How to invite (and remove) team members

You can create teams and add team members to CRM Refresh - this allows your team members see and work on the leads and contacts that they own in your CRM. If they do not have access to those accounts and leads they will not see them in their CRM Refresh account. Name...

How to fix your data?

You can choose what to fix when CRM Refresh has analyzed your contacts. Depending on how you plan to use CRM Refresh you can take two paths to fixing your data: Account Based Marketing & Sales #1 Fix the Title and Company - best used for Account based Marketing/Sales...

Getting Started

Getting Started with CRM Refresh fast and simple. Connect your CRM to CRM refresh using 0Auth encryption Once your account is connected CRM Refresh D.A.V.E. will begin process a sample set of your data You will then be taken to the Setting Page Choose How frequent you...

3 Types of Successful Sales Prospecting 

3 Types of Successful Sales Prospecting 

For as long as I have been in sales we have heard that cold calling/emailing is dead. Gurus like to use this eye catching headline because most sales people dislike calling strangers to convince them to have a conversation with them.  And while cold calling/emailing...

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