Getting new contact information can be tough and sometimes even frustrating, making the contacts you currently have extremely valuable. What's even more frustrating is learning you have the same contact information listed several times. By having multiple contact records, your business is creating significant inefficiencies and providing a negative customer experience. The better your company does minimizing duplicate contact information, the more efficient your team becomes and the better service you’re able to provide for clients.
I know what you’re thinking “I don’t have time to do that.” We hear you—no one wants to be sitting at their computer for hours going through each contact and trying to figure out which ones are duplicates and which ones are not. Luckily, HubSpot has created a new duplication management tool so that you won’t have to. This new tool is perfect for all companies who struggle to manage their contact list as well as CRM. To access this tool simply log into your HubSpot portal, click on “Contacts” to view your contacts home screen. On the top right side click on the "Actions" drop down menu and click "Manage Duplicates". This will redirect you to a new screen where all possible duplicates are listed. From here you can manage which ones are duplicates and which ones are not.
There is a lot to love with this new product but here are our top 5 reasons we love HubSpot’s Duplication Management tool:
- It Increases Company Efficiency
- It Provides a Better Customer Experience
- It’s Easy
- It Saves Time
- It Saves Money
1. It Increases Company Efficiency
Having duplicate contact information is inefficient, plain and simple. It creates more work for your marketers, sales team, and service providers. With HubSpot’s new Duplication Management tool, you won’t be sending out two emails to the same person, fixing two of the same support tickets, or calling the same prospects twice. It is a great way to minimize any inaccurate reporting.
2. It Provides a Better Customer Experience
No one likes receiving the same email twice, or getting calls from a sales person multiple times. It’s not only annoying, but it also makes the company look unprofessional. With HubSpot’s new Duplicate Management tool, you will create a better customer experience by not sending the same information to a contact more than once.
3. It's Easy
With the new Duplication Management tool, HubSpot does all the work by pulling all contact data using a set of rules and artificial intelligence to find duplicates within your database. Once all duplicates have been pulled, users can simply go down the list and view each of the possible duplicates. From there, users can either merge contacts or dismiss the possible duplicate (when you decide to dismiss the duplicate, the artificial intelligence will make a note that this contact is unique).
4. It Saves Time
For a company to run efficiently and effectively they need to be great with time management. By having duplicate contacts in your database, you’re wasting time completing the same task multiple times. By using the Duplication Management tool, your teams are getting back time in their day to focus on other important tasks.
5. It Saves Money
By freeing up time and creating efficiencies using HubSpot’s Duplication Management tool, you’re giving your employees more time back in their day to focus on generating revenue and creating company efficiencies. Not having to merge contacts and send duplicate emails lowers labor costs saving your company money.
Get rid of duplicate contacts for good. By using this new tool, you will enhance company efficiency, provide a better customer experience, and save time and money. Plus, it’s easy to use.
Currently, the Duplication Management tool is only able to pull contact information. Hubspot is currently working on this tool for Companies but for the time being this is only available for contacts across all hubs using HubSpot Pro and Enterprise customers.
If your business is overwhelmed with their contacts and processes, we’re here to help. Give us a call—we would be happy to find a solution for you.