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How do you prevent poor decision making due to sales data being out of sync between CRM and collaboration tools?

2025-08-28 1.2 K

三重保障确保数据一致性

针对销售数据不同步问题,Whalesync提供以下解决方案:

  • 实时监控机制:系统持续比对Notion和HubSpot数据,差异超过阈值触发告警邮件
  • 冲突解决规则:设置”最后修改优先”或”指定字段优先”策略,如总是以HubSpot的合同金额为准
  • 日志审计功能:通过Sync Logs追溯每次数据变更的原始记录和同步时间戳
  • 定期校验:每周自动生成数据一致性报告,标记需要人工核查的异常记录

某SaaS公司实施后,销售漏斗各阶段数据差异率从12%降至0.3%,季度预测准确度提升22%。

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