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 and enrich existing company and contact entries.
Enrich your company data with external syncing
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. The Data Health Centre helps you find contacts that likely have moved on to new companies. Avoid getting email bouncebacks or using out-of-date contact information by deactivating them from your contact lists.