Do you have a well organized, clean database? A great database should:
Today, I’ll be outlining a 4 step process on how to keep a clean database to save you time and speed up your processes.
The first step to creating any database is to gather leads. There are two important tips to keep in mind when gathering leads:
When you keep these two tips in mind you’ll consistently be sending out campaigns with high open and click through rates, and receiving plenty of engagement in return.
You can generate promising leads by offering your audience an incentive to stay in contact with you e.g be updated with your latest product developments, in line for special deals, or to keep an eye on industry news.
For more on how to make your website a lead generating machine, check out my article here.
Once you’ve collected your leads, it’s time to sort them into different categories. Here are some industry standard categories you can start using:
Don’t be afraid to assign multiple tags to each contact! More groups will allow you to create targeted campaigns with specific content that’ll pique their interest. If you send people unrelated content, you risk them unsubscribing from you.
You’ll also give yourself more information about that entry in the database, which is useful when deciding how to engage them.
Now that you’ve chosen some groups, it’s time to begin categorizing.
The trick to saving time in this process starts and ends with the database management software that you use to build your database. Some tools are free but will require your manual input for everything; others will save you time and add value to your database by allowing you to automate rote tasks and make using your information easier.
Just a few examples of how a great management software can add value:
We think our Eagle software does a pretty good job with database management- it has all of the time saving features I’ve listed above, and is also incredibly easy to use.
Don’t just update your database once a year- that’s an excellent way to build up problems and make the task more difficult than it should be.
Here are some tips to keep your database in top shape:
Finally, keep in mind that maintaining a clean database is a TEAM activity. Everyone uses it from product to sales down to marketing, so everyone has a responsibility to fix problems when they see it.
CRM · 19 February 2021
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