Monthly Archives: December 2012

Sort out your CRM data: Here’s how. No really !


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Sort out your CRM data: here’s how. No really !

So…. how not to insult Paul by calling him ‘Mrs’ and Sue by calling her ‘Mr’ in your direct marketing / direct mail / mailshots (whatever you call them these days).
 
I’m sure you look through your data regularly. 

I do. 

Well, my poor team do if I’m being accurate. 

But when you’ve got a database and alerting system, you might as well use it to it’s fullest. 

So, in this tip I’ll tell you how to find out how many of your contacts are missing a prefix (Mr or Mrs for instance), or where you’ve got the prefix wrong.  A while back in my emailed hints and tips, I showed you how, just by looking at the ‘look and feel’ of a company’s name, that you could describe which sector it was in, in your CRM database.
 
Simply do the same with firstnames.
 
Now, you can either guess at loads of female names, like… Kate, Katie, Katy, Katherine, Catherine, Sarah, Emma, Susan, Bob, Sally etc etc.  The eagle eyed amongst you will have seen the reference to Black Adder – showing my age there dear reader, and stupid sense of humour. 

But guessing girl firstnames will take you an age. 

So get your CRM database (and MS excel) to do it for you.

“But how” I hear you mutter….

1) Simply download all the firstnames where the prefix is ‘Mrs’, ‘Miss’, ‘Ms’ and dump them into Excel.
2) Then get excel to count the instances of names.  So, Sarah will be in your database 283 times, Emma 107 times, etc etc. 
3) Take the top 100 names
4) Do a search of your database where those names appear and the prefix is ‘Mr’ (you should add them altogether (and / or / like / in / contains type commands)
5) Step back and gasp at the errors you’ve just spotted
5b) (Ignore 5a if you are a real goodie goodie)
6) And then do the same search where there is no prefix
7) Set up that report to run weekly or monthly, and you’ll have a super dooper up-to-date database in no time. 

And that’s just one small step. 

Easy huh! 
 
Be wary of male/female names that could be the either a chap or a girl though….

Hope you found this CRM tip useful.

All the best,
Simon

Simon McNidder

PS. Loads more CRM Database help, hints and tips here: www.DatabaseFirstAid.com

CRM Blog tags: CRM databases, CRM advice, CRM news, eMail, Direct Mail, Mailshots, eMarketing, Digital Marketing, CRM data, marketing data strategies

Using your CRM system for Relationship Management


Top 5 Tips on using your CRM system for Relationship Management

– Build up a profile on your best contacts (who meets them, what events they’ve come to etc)
– Ensure reporting is limited to your best clients and prospects
– Create ’email Alerts’ so your fee earners don’t have to login to find out news
– Link your CRM system to other databases – like your email and billing/accounts – creating one big picture
– Continually re-educate your users in how it can help them make ‘managing their relationships easier’

Hope you found this CRM tip useful.

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More CRM hints & tips available:  http://eepurl.com/lKoVL

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All the best,
Simon

 Simon McNidder

 

PS. Get 101 CRM Database hints, tips & help here: http://www.DatabaseFirstAid.com or http://www.CRMdatabaseHELP.com

 

CRM Blog tags: CRM databases, CRM advice, CRM news, eMail, Direct Mail, Mailshots, eMarketing, Digital Marketing, CRM data, marketing data strategies