How to Use

HubSpot Edition

Automatically Assign Corporate Attributes and Enable Data-Driven
Strategy Execution Extend HubSpot Functionality

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1.Lack of Corporate Attributes for Sales and Marketing

Missing information and inconsistent formatting prevent the accumulation of data for customer analysis
2.Duplicate Corporate Records and Lack of Data Cleansing

Variations in spelling, old and new company names, and duplicate entries make it difficult to grasp the status of each company
3.Poor Accuracy in Linking Contacts to Companies

Companies using the same domain are all incorrectly linked to a single entity

/ sectionA HowtoProblem

ChallengeLack of Corporate Attributes for Sales and Marketing

Easily execute strategies such as lead quality evaluation and segmenting distribution lists by industry
Simplify web forms and significantly reduce the operational burden on sales representatives
Assign diverse attributes with high coverage to enable more granular analysis

ChallengeDuplicate Corporate Records and Lack of Data Cleansing

Clean up data with spelling variations, common mistakes, aliases, former names, and relocation history
Accurately distinguish and register different companies that share the same name
Correctly identify whether a registered entity is a headquarters or a branch, and acquire parent company information

ChallengePoor Accuracy in Linking Contacts to Companies

Accurately sort companies using the same domain to resolve HubSpot contact association issues
Utilize linked company information from HubSpot contacts to execute various data-driven strategies
Automatically create and assign tasks to the appropriate group or industry-specific representative upon form registration