HubSpot CRM vs SalesForce: A Comprehensive Comparison for Businesses

Ensuring HIPAA Compliance With HighLevel: A Step By Step Guide

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HighLevel is a popular platform for managing client relationships, marketing, and communication. It’s used by many businesses because it’s user-friendly and versatile. With its marketing automation tools, calendar scheduling, and messaging features, HighLevel helps businesses stay organised and grow their client base.

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Email Marketing with HubSpot: A Comprehensive Guide

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HubSpot's lead capture tools offer many ways to increase your contact list. From forms, pop-ups, and landing pages on your website to pop-ups inviting visitors to sign up for newsletters when they visit, HubSpot makes lead capture simple for you. Whenever creating forms keep them short and straightforward so they are easier for people to complete and more likely they are to sign up!

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Data Deduplication and Formatting: The HubXpert Guide

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Let’s now see how to do that as well!","subpoints":[{"bullets":[{"bullet_description":"Human error is one of the most common causes of duplicate records and misformatting, especially if the company is small and they don’t use CRMs. Typists may accidentally enter the same information twice, or data may be entered incorrectly. This can happen due to typos, misspellings, or carelessness.","bullet_title":"Manual Data Entry Errors"},{"bullet_description":"When data is imported from multiple sources, duplicates can occur if the data is not properly checked. Sometimes it becomes difficult to check all data, that is why the data needs to have a primary key that will be checked for duplicates.These primary keys are often emails, because having duplicate emails is impossible. But it can also be other fields like phone numbers or social security numbers.","bullet_title":"Lack of a Primary Key"},{"bullet_description":"Poor data quality, such as inconsistent formatting or missing data, can sometimes lead to duplicate issues themselves. For example, if customer names are spelled differently in different records, it can be challenging to recognize them as the same individual.","bullet_title":"Data Quality Issues"},{"bullet_description":"Without clear data policies, it can be difficult to ensure data consistency and prevent duplicates. Your business should absolutely have someone responsible for the data. They should also establish rules and standards for data management, including data quality, security, and access.","bullet_title":"Lack of Data Checkup"},{"bullet_description":"When data is migrated from one system to another, duplicates can occur if the migration process is not properly managed. This is why HubXpert manages the entire migration process from documentation so that everyone is crystal clear with the data and the process.","bullet_title":"Data Migration Errors"},{"bullet_description":"Corrupted data can lead to inconsistencies and duplicates. Data can get corrupted in many ways, a big part of it can be hacking or system crash. This is why your data should always be in a CRM, so that the database stays secure.","bullet_title":"Data corruption"},{"bullet_title":"Introduction"}],"description":"So, in order to understand how to combat duplication or misformatting, we need to first understand why it happens. Here are some reasons we ourselves found massive amounts of duplicate issues and misformatted data in various instances:","remove_bullet_points":false,"title":""}],"title":"Why Duplicate or Misformatting Happens","winner_section":{"description":"SalesForce, for its ability to handle large-scale operations and complex business needs, though HubSpot is scalable for SMBs.","icon":{"alt":"star (3) 1 (1)","height":37,"loading":"lazy","max_height":37,"max_width":36,"size_type":"auto","src":"https://26291308.fs1.hubspotusercontent-eu1.net/hubfs/26291308/star%20(3)%201%20(1).svg","width":36},"title":""}},{"description":"Data formatting is the first thing you should do in your HubSpot, or any other CRM. That way, you can guarantee that the quality of the data is high and the data is consistent across all reports.","image_field":[{"alt":"Data Formatting-1","height":630,"max_height":630,"max_width":1200,"src":"https://26291308.fs1.hubspotusercontent-eu1.net/hubfs/26291308/Data%20Formatting-1.webp","width":1200}],"remove_subpoints":false,"subpoints":[{"bullets":[{"bullet_title":"Use consistent formats for dates, times, numbers, and text."},{"bullet_title":"Use clear and understandable labels for data fields."},{"bullet_title":"Make sure that data is entered accurately and without errors."},{"bullet_title":"Make sure that all required data fields are filled in."}],"description":"Here, we documented some considerations that we have regarding data formatting:","remove_bullet_points":false,"title":""}],"title":"Data Formatting","winner_section":{"description":"SalesForce, for its ability to handle large-scale operations and complex business needs, though HubSpot is scalable for SMBs.","icon":{"alt":"star (3) 1 (1)","height":37,"loading":"lazy","max_height":37,"max_width":36,"size_type":"auto","src":"https://26291308.fs1.hubspotusercontent-eu1.net/hubfs/26291308/star%20(3)%201%20(1).svg","width":36},"title":""}},{"image_field":[{"alt":"Data Formatter-1","height":630,"max_height":630,"max_width":1200,"src":"https://26291308.fs1.hubspotusercontent-eu1.net/hubfs/26291308/Data%20Formatter-1.webp","width":1200}],"remove_subpoints":false,"second_description":"

Data Formatter is a free app developed by the HubXpert team. This app  simplifies data handling in HubSpot by providing custom workflow actions to format data efficiently.

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10 Important Data Health Checks You Should Be Doing for Your CRM

---

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If you maintain these processes, duplication will be fine for you!

","remove_bullet_points":false,"title":""}],"title":"Duplicate Records","winner_section":{"description":"","icon":{"src":""},"title":""}},{"description":"","image_field":[{"alt":"Incomplete Or Missing Data-1","height":630,"max_height":630,"max_width":1200,"src":"https://26291308.fs1.hubspotusercontent-eu1.net/hubfs/26291308/Incomplete%20Or%20Missing%20Data-1.webp","width":1200}],"remove_subpoints":false,"second_description":"","subpoints":[{"bullets":[{"bullet_description":"Identify critical data fields that are most commonly missing and priorities those properties. You can use data enrichment tools to fill in missing information from external sources like public databases or third-party providers. Data enrichment is really a life saver in these issues.","bullet_title":""},{"bullet_description":"Enforce data quality rules to ensure that mandatory fields are always completed before new records are created. This can help if your system is built on manual contact creation.","bullet_title":""},{"bullet_description":"Provide training to your team on the importance of data accuracy and completeness. Please encourage them to double-check data before submitting new records or updating existing ones.","bullet_title":""}],"description":"Missing data is the bane of existence for many CRMs. Incomplete data can absolutely demolish your chance of making solid decisions with your CRM data. Here are some things you can do to address incomplete data issues:","description2":"","remove_bullet_points":false,"title":""}],"title":"Incomplete or Missing Data","winner_section":{"description":"","icon":{"src":""},"title":""}},{"description":"

HubSpot Best Practices for 2025

---

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Data formatting is a crucial part of CRMs. HubSpot has a lot of functionalities, but at the core, they are just database management software. And, if this data isn’t formatted properly, it will create a lot of issues for everyone involved. The way data is stored and presented can significantly impact your ability to analyze, interpret, and draw meaningful conclusions.

","image_field":[{"alt":"Have Your Data Formatted The Right Way-1","height":630,"max_height":630,"max_width":1200,"src":"https://26291308.fs1.hubspotusercontent-eu1.net/hubfs/26291308/Have%20Your%20Data%20Formatted%20The%20Right%20Way-1.webp","width":1200}],"remove_subpoints":false,"second_description":"","subpoints":[{"bullets":[{"bullet_description":"","bullet_title":"Phone Numbers"},{"bullet_description":"","bullet_title":"Phone Numbers"},{"bullet_description":"","bullet_title":"Any type of numbers"}],"description":"There are mostly three types of data you need to be careful about:","description2":"

Bring Your HubSpot Website to Life with Custom 3D Rendering by HubXpert

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