Explore best practices to help you maintain data and optimise your decision-making, customer contact, and prospecting.

Clean your data

Upsales will alert you on how to avoid duplicates, clean, and enrich existing company and contact entries.

Enrich your company data with external syncing

If you have Company Data Hub, you can sync your companies with external databases to add more data points.

For example, include regional addresses for localised campaigns, view in-depth profit and revenue performances, and turn your prospecting smart with data-driven recommendations. 

Remove contact and company duplicates

Sometimes the same company or contact can be added more than once by different users and roles. 

Find, merge, and clean company and contact duplicates to unify historical information, streamline operations, and give customers an aligned experience.

Avoid companies without contacts

Add at least one contact to your companies, so you can maintain and nurture relationships and provide consistent customer experiences.

Deactivate contacts with inactive email addresses

People move on, and email addresses expire. Administrators can find contacts that no longer work at their company by clicking the broom icon (Clean your Upsales data) in the sidebar and opening contacts with inactive email address. Avoid getting email bouncebacks or using out-of-date contact information by deactivating them from your contact lists.