Top 7 Data Cleansing Tools Blog Ensure your business decisions are based on accurate data. Discover what data cleansing is, its importance, and how it can transform your messy data into a valuable asset. Learn about top data cleansing software to keep your CRM clean and efficient. Dive into our comprehensive guide to make your data work for you, not against you. 10 min What is data cleansing?   Data. It’s the lifeblood of modern business, fuelling insights, driving decisions, and ultimately, shaping success in the larger picture. But raw data is often messy, riddled with inconsistencies, errors, and duplicates. This “dirty data” can lead to inaccurate analysis, flawed decision-making, and eventually wasted resources. The amount of data around us has increased and so is the need of validating its quality. As this data surge has made room for inevitable errors, companies are dabbling with the subsequent data quality checks. Did you know only 3% of data meets basic quality standards? As per Gartner, Poor data is responsible for an average of $15 million per year in losses. This is why the need for Data Cleansing is at all time high! Data cleansing, also known as data scrubbing, is the process of identifying and correcting or removing corrupt, inaccurate, or irrelevant data from your datasets. It’s essential for maintaining data integrity and ensuring your company can make accurate, informed decisions. Why Does Your Company need it? Just picture your best salesperson enthusiastically pursuing a lead only to get stuck. The phone number is wrong and the email has bounced back. Yes, it’s frustrating. This “dirty data” is battled against by reps every now and then. Inaccurate, missing or duplicated information that are in your CRM system can constitute unnecessary barriers for your reps. It’s like being lost and taking the wrong turns while traversing through a town; you may eventually arrive at your destination but after several hours of wasted efforts. Therefore, dirty data is a silent killer waiting to feast on potential opportunities in your CRM with a possible domino impact such as: Wasted Time & Resources: Data-detective mode takes over for your reps who spend hours following up cold leads, fixing mistakes or verifying details. This means that they lose significant selling time that could have been used to close deals. Missed Opportunities: Inaccurate data can be likened to a blind spot. You cannot reach existing customers via targeted advertising nor find new ones using it more effectively. What if you miss out on a big client simply because their mail account was returning an error message? Poor Decision Making: Dirty data also takes the crown when it comes to generating skewed reports and metrics. This can lead to distorted representation of things, poor business decisions and finally missed opportunities. Strained Customer Relationships: There is hardly any doubt that sending irrelevant emails or reaching out wrong individuals will yield a negative experience for customers. Your company name can be tarnished by bad data while at the same time clients can be left annoyed and made feel like digits. Doing proper data cleansing will make sense out of your chaotic data transforming it into one clean reliable source of truth. Top 7 Data Cleansing Softwares Luckily, you can tame the dirty data with several data cleansing software in the market today. A good data cleansing software can transform your messy CRM into a well-organized filing system, ready to empower your sales team. We have curated a list of top 7 data cleansing softwares for your company to choose their perfect fit. Nektar.ai Salesforce data could end up being a mess of information that can hinder the reliability of your reports. This is where Nektar.ai can help you navigate out of the clutter by putting your data hygiene on auto pilot using AI. Here’s how Nektar.ai solves the problems with data cleansing: Unmatched Sync Accuracy: Nektar.ai does not only import data at basic level, it also analyzes your records using AI algorithms for establishing links between accounts and opportunities and provides confidence scores for correct synchronization. This helps in cutting out redundant entries more importantly by enabling you to view all needed details.Time Travel for Data Retrieval: What if I told you that you can unearth the actuals of an old conversation that happened with a particular client? Nektar helps in identifying interactions like contacts, emails and meetings linked to a given domain which are then added into newly created opportunities. Its “time travel” functionality facilitates knowledge transfer among sales people and adds context to live conversations during ongoing engagement.Easy Report Creation: High-quality reporting is dependent on clean data. Nektar.ai makes it simpler to generate reports by automatically syncing contacts, emails, and meetings directly into standard Salesforce objects.Self-Healing Energy: Nektar.ai is ever learning and adjusting. It updates CRM records in response to new information by appending manual changes made by users into the system automatically.Smart Contact Automation: Nektar.ai can automatically create a contact point as well as eliminate some repetitive tasks. They are created with matching domains such that they connect with previous accounts as appropriate.Contrary to traditional data cleansing that may necessitate manual work or third party tools, Nektar.ai is an AI-powered solution that integrates well with Salesforce and does many tasks automatically. It is self-learning and ensures data always remains clean and accurate. With Nektar.ai, you can liberate your sales team from the grind of data entry and enable them to concentrate on their core function; closing deals.   Openrefine Google Refine, which is now known as OpenRefine, is already a well-known open source tool. It’s an open-source software like python script that can be freely used and modified by anyone. It also helps to maintain your data in a consistent format and sorts it according to your company requirements. Apart from this, you can import data from the web sources and apply its clustering algorithms for solving complex data cleaning jobs. Where all does OpenRefine stands out? Free and Open Source: Cheap to install and allows

7 Salesforce Data Enrichment Tools When data in Salesforce is stale and incomplete, it canhamper sales operations. This outdated and incomplete data can be filled using tools for data enrichmentthat will fill up the gaps. Best Data Enrichment Tools: Nektar.ai: It’s an all-in-one stop shop for everything Salesforce. It automatically updates contacts and opportunities with first party data as well as historical insights. ZoomInfo: Has a vast collection of firmographic & technographic data perfect for finding decision makers. Clearbit: Offers real-time appendage of data and integrates with marketing tools for lead segmentation. Crunchbase: Concentrates on startups, gives company profiles, funding history, industry trends. (Free tier available) Leadgenius: Customizable web crawlers that collect niche-specific information. Cognism: Blending of data enrichment with automation and multi-channel engagement. Ringlead: Ideal for telemarketing through features like call scripting as it cleanses and enriches B2B contactdata. Choosing the Right Tool: Think about your industry type, what kind of information you are looking for (firmographics or technographics), how much you want to spend, and whether you would like real-time updates or automation happening. What is Data Enrichment? Introduction Your ideal customer is not just a name or address. It is a full-fledged human with certain buying habits, persona and social media footprint that screams of “perfect- fit”. Your salesforce data might only present a distorted or very limited picture of your buying committee. It can act like a dusty attic with crammed boxes full of half- remembered details. Your CRM is the backbone of your business decisions and you can’t rely on skewed numbers. You would want to make it as much valuable as possible to base your future plan on a solid strategy. This is exactly where data enrichment can help you. What is Data Enrichment? Data enrichment helps to fill out complete information about your leads like contact number, address, company and even company related details like size, industry, location etc. Imagine you get a lead of someone names Adam Doe, from Acme Ltd. It might sound promising but what is Acme all about? Who is this guy Adam beyond his email address and phone number? Data enrichment snoops in and pulls out information from social media activity, business directories and even internal purchase history to prepare a 3D persona. Now, Adam Doe is a tech enthusiast with a knack for technology updates and purchase history of high end gadgets. There you go! It’s time to tailor your pitch and win Adam over. Your lead has become a real person with real interest who can be engaged with at a personal level. Data enrichment precisely adds valuable information into your existing customer data on Salesforce. This additional intel can give you a holistic picture of your target audience and prospects. It can be performed in three ways: Direct: Your leads might decide to provide complete information about themselves by filling out a survey. Internal: You combine scattered information about your lead across different databases into one External: You source this out to third party data enrichment services that can access external records. Salesforce data enrichment allow teams to create a single, unified source of all CRM data so that team members can make decisions efficiently. Data can be enriched via: Data Cleansing: This means getting rid of obsolete, duplicated, partial data and making the datasets error-free. Data Appending: By collating data from multiple sources, a unified dataset can be created that offers a complete customer profile. Why do you need a Salesforce Data enrichment tool? As per studies, 77% organisations struggle with data quality issues. While the reps are already grappling with an increasing buying committee data enrichment can essentially make their life easier by providing them as much information as possible about their leads. With right kind of data enrichment, sales teams can: Leverage better quality data: Data enrichment gives valuable context to the data by removing redundancy. This can help in creating an effective sales pipeline for your reps with less manual efforts. Craft Messages that Matter: You can uncover salient aspects about your prospects’ likes and dislikes like their favorite sports, hobby etc. This can help you tailoring your message in a way that grabs their attention and strikes the right chord with them. Target the Right People: With complete picture about your prospects’ company, you can understand the actual stakeholders and invest your efforts with accuracy. With better understanding of the buying committee, your reps are more likely to chase the right prospect and build effective account plans. Predict Success: Having proper data lets your reps understand their buying committee’s behaviour precisely. They can better equip themselves with the essential background information and forecast pipelines accurately. Bonus! Data enrichment can elevate your internal data too. Reps can identify patterns and discover new information by connecting dots and prevent potential customer churn. Our top 7 picks for Data Enrichment Now that we understand the importance of putting your CRM in a better quality. Let’s talk about the top tools that can help you achieve this. Nektar.ai Nektar.ai is a contact and activity capture solution that keeps and recovers client contacts as well as their participation details throughout various stages of the buyer’s journey, thereby becoming an invaluable resource for groups trying to harmonize their CRM procedures. It is first party data platform with zero user adoption, meaning that the admin teams don’t have to worry about adoption and enablement challenges. Why use it? Automated Contact & Opportunity Management: Teams using Nektar can automate the addition, editing and deletion of contacts in Salesforce. Contacts are automatically linked to opportunities so you are able to tell who is really going to make a decision. Its self-healing artificial intelligence (AI) makes sure that actions are taken based on current happenings and new information. Depth and Breadth of Activity Data: It has every single mail and information exchange between buyers and sellers across the customer journey. This enables syncing activity within leads, opportunities, accounts and their contacts for granular contact-level engagement visibility as well. Data Automation: Revenue professionals can define certain logic on

5 Steps to Navigate Buying Groups in 2025: A RevOps Guide RevOps 10 min In today’s business environment, B2B buying is never just one person. According to Forrester Research, more than half of global business buyers purchase in complex buying scenarios that include more people, more departments, and generally higher price points. And this buying group can be made up of 7 to 20 people! Unlocking the power of buying groups is a crucial aspect of the B2B landscape. This blog is a synopsis of our conversation with revenue operations leader, Nandini Karkare. She is currently the SVP of RevOps at Zywave. Nandini suggests strategic steps to navigate through the realms of Revenue Operations and helps uncover the strategies, insights, and best practices that constitute a comprehensive guide to mastering the dynamics of buying groups. Read on to get actionable tips on how you can navigate buying groups in 2025 (and beyond). And implement the learnings to create a winning GTM motion. Here are the 5 steps Nandini recommends: 1. Decode Your Buying Groups The buying groups typically consist of members from departments and they all contribute different aspects. It is critical to understand the scope of decision-making including the people who play the most significant roles in making the call. Gartner’s report on B2B Buying highlights that 77% of B2B purchases involve a buying group of four or more people. PS: The key stakeholder can turn out someone altogether different from who you had building a relationship with all along. a. Capturing Buying Group Members   Effective buying group management means considering not just decision-makers but influential stakeholders across departments. Misidentifying key players or focusing solely on the main contact risks derailing the sale. (i) How can you map the entire buying group efficiently? Leverage internal and external data to identify the key players Segment the Group by Role and Influence (ii) Not everyone in the buying group holds equal power or influence. Segment them into categories: Decision-makers (who give the final heads-up) Influencers (who sway the decision) Users (who use the product and provide feedback) Budget owners b. The Role Transition Within a Buying Group   Moving the focus from a buying group to a renewal or expansion committee includes knowing precisely who remains in the relationship, as well as who becomes more active as an account grows. (i) New roles may emerge in a Buying Group Technical or operational leaders may become more influential post sale, since they are now using the product. (ii) The focus shifts from buying to renewal The interaction should be more about the return on investment (ROI) of the product placed on the market, ongoing value delivery, and ongoing needs. (iii) Alignment between the buying groups and renewal committee Leveraging the same enthusiasm and relationships generated at the first-buying stage helps in anchoring the transitions and preventing any drop-offs in engagement. Related Resource: Navigate Enterprise Buying Committees: Strategies for Driving Alignment c. Understand the Personal and Collective Priorities of a Buying Group As per McKinsey & Company, B2B buying decisions increasingly require engagement across departments, with 60% of purchasing committees including members from outside traditional procurement, like IT and HR. (i)Alignment Between C-Suite and Technical Teams Decisions aren’t Made in a Vacuum Collaboration between C-suite and technical teams ensures a holistic approach to solving customer problems, creating stronger, more sustainable relationships Their cross departmental collaboration can help with: (ii) Alignment on Strategic Goals C suite executives need technical assistance to translate their strategic vision to reality that also aligns with company-wide objectives. (iii) Technical Validation These insights guide the C-suite in making informed decisions that fit technical infrastructure and future-proofing. (iv) Cross-functional Communication Bridging the gap between these two groups involves continuous, open communication, ensuring that technical evaluations don’t delay business goals but instead support them cohesively.   iii. Understand the Product Take product demos, listen to sales calls, and use tools that show how the product is sold. This helps in understanding the customer needs better. iv. Dive into Your CRM Understand your CRM (whether Salesforce or HubSpot) to assess how the data is organized. This is to check whether it’s easy to use, and identify immediate improvements. The CRM should be the central source of truth, with other tools supporting it. The data should be unified with easier adoption for the teams. v. Build Trust Internally Establish trust within your teams by listening carefully, asking questions about how RevOps can help, and addressing quick fixes to show you’re there to help. Having this trust shows them that you’re here to support their success. Quick wins, such as small fixes that make people’s jobs easier, helps in establishing credibility early. 2. Establish Clear KPIs   i. Understanding Team KPIs It is important to ask you stakeholders about the KPIs that matter to understand their goals and what their expectations are. ii. Aligning KPIs Across Teams Different departments oftentimes work in silos. RevOps should strive to align these departments and check if these KPIs match the overall business objectives. Gaps must be closed if their KPIs don’t align. iii. Setting RevOps KPIs As you approach the end of the first 30 days, start establishing RevOps-specific KPIs that match company goals, which may involve metrics like revenue increase, conversion rates, or improvements in overall efficiency. 3. Tech Stack Audit Deep dive into the existing tools that your company is using. Identify all redundancies, and find opportunities to streamline the entire tech stack. i. Map Out Tools Compile a list of all tools used by teams, noting their purpose and how they work with the CRM. ii. Evaluate Use and Cost Determine if tools are actively used or if there are duplicates. Look for cost-saving opportunities by consolidating tools when possible. https://www.youtube.com/watch?v=sVDJ9KI1tGw&t=869s Next 30 days – Alignment and Control The next 30 days marks a shift from discovery to alignment. The goals should be to create cohesion between departments (e.g., Sales, Marketing) and laying down effective controls. The improvements need to be implemented without overwhelming the teams. This phase combines

A 30-60-90 Day Guide for First-Time Directors of Revenue Operations RevOps 10 min Starting a new job as a Director of Revenue Operations is an exciting opportunity to make a significant impact on a company’s revenue growth. To ensure success in this role, it’s essential to have a strategic plan that guides your actions during the crucial first three months. Here’s a 30-60-90 day plan that will help you strategically manage revenue operations and drive sustainable growth. We recently spoke to Hassan Irshad, Director of RevOps at FEVTutor. He shared his approach to this powerful framework, demonstrating how each phase (30, 60, and 90 days) builds strategically upon the last to deliver alignment, trust, and sustained improvement. By breaking down complex goals into achievable milestones, the 30-60-90 day approach empowers RevOps leaders to initiate meaningful change without overwhelming teams. For all the RevOps leaders, it’s a way to approach change with purpose, driving measurable impact and laying the groundwork for long-term success.  The 30-60–90 day framework must be an indispensable tool and here is how you can implement progressive, sustainable growth strategies from day one. First 30 days for a Director of Revenue Operations The purpose should be to gather insights and understand the organization, especially the needs and challenges of different teams. 1. Goals for first 30 days:   i. Meet Key Stakeholders Meet with cross departmental teams like Finance, HR, and Sales to understand their goals, challenges, and priorities. ii. Document Everything Create a “lay of the land” document summarizing findings on different team goals, challenges, and processes.   iii. Understand the Product Take product demos, listen to sales calls, and use tools that show how the product is sold. This helps in understanding the customer needs better. iv. Dive into Your CRM Understand your CRM (whether Salesforce or HubSpot) to assess how the data is organized. This is to check whether it’s easy to use, and identify immediate improvements. The CRM should be the central source of truth, with other tools supporting it. The data should be unified with easier adoption for the teams. v. Build Trust Internally Establish trust within your teams by listening carefully, asking questions about how RevOps can help, and addressing quick fixes to show you’re there to help. Having this trust shows them that you’re here to support their success. Quick wins, such as small fixes that make people’s jobs easier, helps in establishing credibility early. 2. Establish Clear KPIs   i. Understanding Team KPIs It is important to ask you stakeholders about the KPIs that matter to understand their goals and what their expectations are. ii. Aligning KPIs Across Teams Different departments oftentimes work in silos. RevOps should strive to align these departments and check if these KPIs match the overall business objectives. Gaps must be closed if their KPIs don’t align. iii. Setting RevOps KPIs As you approach the end of the first 30 days, start establishing RevOps-specific KPIs that match company goals, which may involve metrics like revenue increase, conversion rates, or improvements in overall efficiency. 3. Tech Stack Audit Deep dive into the existing tools that your company is using. Identify all redundancies, and find opportunities to streamline the entire tech stack. i. Map Out Tools Compile a list of all tools used by teams, noting their purpose and how they work with the CRM. ii. Evaluate Use and Cost Determine if tools are actively used or if there are duplicates. Look for cost-saving opportunities by consolidating tools when possible. https://www.youtube.com/watch?v=sVDJ9KI1tGw&t=869s Next 30 days – Alignment and Control The next 30 days marks a shift from discovery to alignment. The goals should be to create cohesion between departments (e.g., Sales, Marketing) and laying down effective controls. The improvements need to be implemented without overwhelming the teams. This phase combines further exploration with actionable improvements with the primary task being bringing the teams into sync.   1. Ways to bring your teams together i. Encouraging cross-team collaboration by addressing silos and ensuring all teams work toward shared quarterly or company-wide goals. ii. By creating alignment, you help teams see RevOps as a support system rather than an enforcer. This keeps communication channels open and creates buy-in. iii. Based on your findings, introduce controls wherever needed to improve workflow. Example: If close dates aren’t being recorded properly, this could skew reports. Meet with sales, identify the root cause (e.g., manual data entry that is taking too much of a reps’ time), and provide solutions or tools to make their tasks easier. Ensure that controls are practical and developed with the trust built in the first 30 days. Foster internal consensus within teams so that these improvements are adopted seamlessly.   2. Navigate Organizational Politics (i) Barrier Removal Larger organizations may have internal politics or ingrained processes that resist change. Find an internal “sponsor” who trusts and supports RevOps initiatives and can authorize actions to navigate any resistance. (ii) Trust and Consistency As you implement changes, make sure your efforts consistently demonstrate how RevOps can make work easier and more efficient for everyone. 3. Evolving the Tech Stack (i) Assessing Tech Needs If tools aren’t fully integrated (e.g., a tool not writing data back to the CRM), identify their gaps and consider evolving the tech stack. (ii) Holistic View Use insights from the discovery and alignment phases to start envisioning necessary tech improvements that align with company goals. Beginning of the 90-Day Phase: Vision and Execution This phase, described as “Vision and Execution,” involves shaping and executing a strategy based on insights gathered from the discovery and alignment phases. a. Roadmap Creation Create a roadmap covering the next two quarters, focusing on long-term, high-impact changes that align with business goals. Use learnings based on stakeholder needs, organizational goals, and the findings from the first 60 days i. Set Priorities Collaborate with end users (Sales, Marketing, Customer Success) to understand their pressing needs and align the roadmap with these needs. ii. Strategic Execution Prioritize initiatives that will have immediate revenue impact