Wrkflow Template Centralize Customer Data Rich customer data comes from many sources, including social media, marketing engagement, and customer interactions. But all this data can overwhelm your teams, particularly when it’s spread across various departments. Our centralize customer data Wrklow brings it all together, syncing data across your Sales, Customer Operations, and Marketing departments to ensure they can all access and make the most out of customer data. Below is just a single example of how Wrk can help you collect and centralize critical data. Combine Combine data from spreadsheet to capture all existing customer billing activity Export Export prospect and client engagement data from Marketo Export Extract survey results from last four NPS surveys Import Import all prospect and client billing, engagement and survey data into Salesforce for a unified view of historical data How this Wrkflow will help you Share Rich Insights With customer data from Sales, Customer Ops, Marketing, and client-facing departments all in one place, your teams will gain deeper, actionable insights into client needs and expectations. Pinpoint Inconsistencies Organizing your data with automation will allow you to quickly identify any inconsistencies and ensure that all customer data is accurate and up-to-date, and that customer-facing teams are fully aligned. Simplify Syncing Our Wrkflow automatically syncs and centralizes incoming customer data from every source, ensuring all departments can access the same data in Hubspot or the CRM of your choice. Make this Wrkflow work for you Thanks to our Hybrid Automation approach, Wrk can connect to any software that you currently use for centralize customer data, and in many cases our pre-configured Wrk Actions cover the entire cost of industry-leading tools your team already pays for. Two birds, one platform. Popular Wrk Actions to Improve your Centralize Customer Data Process Add Product to Google Business Listing Store Add a new product into a Google Business Listing store Add Row in Google Sheets Add a row to an existing tab in Google Sheets Add Text to a Google Slide Add, replace, or remove text in a Google Slides presentation Add Attachment to a Deal in HubSpot Attach any document to an existing deal in Hubspot Add Image in Powerpoint Add and format image in a slide in Microsoft Powerpoint Add a Deal in Pipedrive Create a new deal in Pipedrive Add Note in Salesforce Add a note to a lead, account, contact, or opportunity in Salesforce Call Lead from Contact List with HubSpot Call lead in Hubspot with customized script Call to Inform Place a phone call with a provided script to relay information Combine Data in Google Sheets Concatenate contents of multiple cells within a Google Sheets spreadsheet Combine Data in Excel Concatenate contents of multiple cells within a Microsoft Excel spreadsheet Convert PDF to Excel Convert a PDF file to a Microsoft Excel spreadsheet Copy Google Slides Make a copy of an existing Google Slides presentation to create a new one Delete Row in Google Sheets Delete a duplicate row or contact in Google Sheet Delete Duplicate Record from Hubspot Delete a duplicate contact, company, or deal in Hubspot CRM Edit Text in Acrobat Edit text in a PDF in Adobe Acrobat Edit Text in Google Docs Add, replace or delete text in Google Docs Resources Related to Centralize Customer Data 5 Revenue Processes Ripe for Automation Automation for the People Video: Unlock Hybrid Automation with Wrk Filling Your Revenue Generation Gaps with Automation RevOps Your Engine Webinar: Growth Hacking Your Digital Agency Wrk x Vancouver Startup Week — How we generated 560% return for our investors Wrk x Dublin Tech Summit — This Won’t Hurt a Bit: Truly Painless Digital Transformation Did you know? Wrk is proven to reduce cost per process by an average of 20% and reduce delivery time by 65%.