This post is what I like to refer to as the prerequisites of CRM. Enjoy.
You are making the decision to evaluate a CRM and marketing automation platform. This is a smart decision and one that can greatly redefine your processes and business to make it more efficient and results-driven.
However, CRM and marketing automation is not a one-trick pony. It is not magic. It takes dedication and proper planning. So, here is an outline of what to expect when you take the first step in organizing and streamlining your business with software.
Part I: Think about your data and process
1. Organize your contacts. How are your contacts currently organized? If they are in spreadsheets, does each column have a title? Are you missing data? Is your data consistent?
Do you know whom you’re emailing?
We have all received Spam in our day, and the last thing you want to be is a spammer. So, to keep your list clean and to ensure you aren’t blacklisted, make sure your contacts were acquired the right way.
What is the ‘right’ way to collect contacts? Here is your Emailable Contacts Checklist.