Collecting and storing high-quality data is absolutely critical if you want to know your customers. Understanding their needs interests and history. With you enables you to provide a personalized and relevant service. — and personalization is the secret sauce to better customer retention and satisfaction.
So how can you implement a best-in-class contact management strategy and reap the rewards? Read on for some tips and tricks to managing contacts at your organization.
Organizing your contact database
Before anything else, organizing your existing contact database is an essential first step. It’s likely that over the years you’ve gathered data that is outdated or no longer valid, as well as a lot of duplicates or data that you’re not supposed to keep due to privacy regulations such as gdpr.
This Data Is Doing Nothing But Cluttering Your Database
So, before implementing a new and Portugal Email List improved contact management strategy, start by carefully looking at the contacts you already have and go through the following steps:
1. Back up your data.
Your business is built on the strength of your customer data. And the last thing you need is to lose this data. In order to organize. Your contacts, you will need to do a lot of editing and deleting. And this means that mistakes could happen.
That’s Why It’s Best To Back Up Your Data Before
You get started. Most crms and contact management tools allow you to back up your data, but if yours doesn’t, try exporting this data in a csv file and save this CH Leads file to your desktop. At the very least, if the editing process goes wrong you’ll be able to go back to this file and start over.
2. Pause any active integrations or syncs you may have.
If you already have a type of integration in place to sync contact data between tools, make sure to pause this before you start cleaning up your data. This ensures that you don’t receive incoming data into your contact management tool while you’re trying to organize it.