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Getting Started

Getting Started

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...

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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...

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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...

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Troubleshooting

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...

read 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...

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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.

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Fixing Your Data

BY STEVEN WAGNER 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...

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Billing & Account

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,...

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Fixing Your Data

BY STEVEN WAGNER 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...

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How does CRM Refresh Score My Data?

Our D.A.V.E. system scores your contact data points on a score based on the accuracy of the data. A - Exact Match - all data points (name, title, company, email, phone) match exactly. B - Phrase Match - most data points match (name, company, email, phone) but one or...

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Account & Billing

5 Reasons Why VP Sales Should Care About Data Quality

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 into the pipeline...

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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 for your...

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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 doubt or lack the...

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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...

read more