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Ratings and Reviews 0 Ratings
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What is Insycle?
Identify and remove duplicate entries for contacts, companies, and deals across multiple domains while efficiently consolidating them in bulk. This operation involves generating CSV reports, setting flexible criteria for establishing the primary record, providing a preview function, and incorporating automation features. Improve personalization initiatives by standardizing job titles, addresses, industries, and various text fields. Leverage consistent information to effectively segment your audience and launch targeted marketing initiatives. Import data from CSV files through established templates and adaptable update options to avoid creating duplicates or losing vital information. Focus on cleaning the data before import by pinpointing and correcting incomplete, misformatted, or erroneous entries. Remove redundant data, invalid email addresses, incorrect phone numbers, and other inaccuracies. Execute bulk updates on records and fields using multiple functions, including transforming names into proper case, eliminating unnecessary whitespace, and formatting phone numbers correctly. The straightforward ETL process enables a comparison of CSV files against the existing records in your database, aligning rows with records based on chosen field(s) to reveal both matches and deficiencies in your data. This method negates the necessity to export to CSV and wrestle with intricate VLOOKUP tasks, IDs, and SQL queries, thus greatly enhancing data management efficiency. By utilizing these features, you can ensure that maintaining clean and precise data is not only feasible but also significantly streamlined. Additionally, this systematic approach fosters heightened productivity and accuracy in your organizational processes.
Integrations Supported
Salesforce
HubSpot CRM
HubSpot Customer Platform
Intercom
Mailchimp
Marketo
Pipedrive
Salesforce Data Cloud
Zendesk
Integrations Supported
Salesforce
HubSpot CRM
HubSpot Customer Platform
Intercom
Mailchimp
Marketo
Pipedrive
Salesforce Data Cloud
Zendesk
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$5 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Salesforce
Date Founded
1999
Company Location
United States
Company Website
developer.salesforce.com/docs/atlas.en-us.dataLoader.meta/dataLoader/data_loader.htm
Company Facts
Organization Name
Insycle
Date Founded
2016
Company Location
United States
Company Website
www.insycle.com
Categories and Features
Categories and Features
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management