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5 Reasons Why VP Sales Should Care About Data Quality

Fixing Your Data BY STEVEN WAGNER 5 Reasons VP Sales Should Care  VP Sales Operations has a careful mix of coaching, sales, systems and recruitment in the mix of your daily and annual goals. At the end of the day making quota is the real goal. To have some oversight...
Headed to Salesforce World Tour Atlanta 2018?

Headed to Salesforce World Tour Atlanta 2018?

Are you or someone from your company headed to the Atlanta stop on Salesforce’s World Tour? We want to buy you a coffee or tea from one of Atlanta’s best coffee houses. East Pole! To get your FREE Coffee/Tea/Espresso Send an email or hit us up in the chat...
How Data can Power Your B2B Growth Strategy

How Data can Power Your B2B Growth Strategy

Harvard Business Review : “Even internally most companies find that there is a lot of bad data in their crm systems.” – Paul Greenburg, Founder 56 Group, LLC B2B marketers struggle to apply data driven insights to their marketing campaigns when they...

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...

What version of Salesforce do I need?

CRM Refresh will work with most versions of Salesforce. If you have the following Salesforce Versions [link to Salesforce versions]: Professional, Enterprise Unlimited or Non-Profit CRM Refresh will work with your Salesforce edition. Admin access to the Salesforce...

How to download your CRM fixes

To download your CRM fixes go to the menu item. Choose what to download. CRM Refresh will produce a CSV file and download it to your desktop. Still stuck? How can we help?

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...

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. Still stuck? How can we...

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....