Category Archives: CRM Data

You can’t implement your CRM with rotten data


You can’t implement with rotten data (even more)…
 
No, you really can’t implement your CRM system without all your data.
 
And do you know what.
 
Your users couldn’t care less.
 
Annoying it is.  Very.
 
Many of your user won’t even respond to your ‘please send me details on your contacts’ requests. 
 
So make it your mission to chase those, and even when they do, be aware that the data they give you will age very quickly. Be honest with them..  Tell them that you are aware that data is a pain, a load of hassle, not much fun…
 
Good data is underrated, but good data is vital for the long term success of the project / any marketing activity.
 
One more hint on this before I bore you to death … when you get the information, and when you are playing with it to put it into a standard format, resave it as different versions, not overwriting.  Someone somewhere will have a whinge.  And you need to go back to the stages to double check them / yourself. 
 
It will be them I’ll bet.  Most people don’t actually realise the quality of their own data until you show it to them in a clearer format.  i.e. prefix, firstname, middlename, lastname, suffix , job title, etc etc
 
And you’ll get the blame
 
Put on your thick skin for this project. 
 
My old boss used to call me Rhino skin!  Amongst other compliments 😉

Hope you found this CRM tip useful, and all the best,
Simon

Simon McNidder

 

PS:  I also write a regular email on CRM tips, tricks and a few secrets.  Get them here  http://www.databasefirstaid.com/crm_hints_tips_help.html

PPS:  On LinkedIn?  Like this blog?  Then you’ll like this group: “CRM databases in professional services”: http://www.linkedin.com/groups/?gid=2051556

 

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

Automate and schedule your data checks


Automate and schedule your data checks
 
Why make a human do something that a computer can do? 
 
Your CRM database can do the rotten task of checking for data integrity issues for you.

And you should be able to schedule it on a regular basis.
 
If you have an automated alert system bolted onto the side of your system, you can run all sorts of data checks each day / week / month.  Maybe Crystal Reports (http://bit.ly/hDJF6I)?  There are others, but this is a popular one.  Orbis is another good one.  Bit better if you ask me (http://bit.ly/gNq4tu), although I realise you didn’t.  Look into these two if you want to make your CRM database really fly.
 
I think I’m running at about 150 different data integrity alerts and activity alerts each month these days.  It’s allowed our team to manage many times the amount of data we did ten years ago, with less people.  Now that’s a case for a database if ever I heard one.
 
For instance, you could run a monthly report on how many female firstnames have ‘Mr’ as their prefix.  Illuminating I think you’ll find.  I’ll tell you an easy way of finding those female names as well soon – one for a later tip though.

Hope you found this CRM tip useful.

 

All the best,

Simon

Simon McNidder

 

PS:  I also write a regular email CRM tips, tricks and a few secrets.  Get them here  http://www.databasefirstaid.com/crm_hints_tips_help.html

PPS:  On LinkedIn?  Like this blog?  Then you’ll like this group: “CRM databases in professional services”: http://www.linkedin.com/groups/?gid=2051556

 

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

Bad news re: CRM and Data Protection….


CRM bad news folks..

…and here’s the proof. 

Thank you to this bunch of data sellers who have me on their mailing list… 

http://www.electricmarketing.co.uk/EUdata.html

We can do something about this stupid stupid law proposal

We should in fact

Hope you found this CRM tip useful.

All the best,
Simon

Simon McNidder

PS:  I also write a regular email CRM tips, tricks and a few secrets.  Get them here  http://www.databasefirstaid.com/crm_hints_tips_help.html

PPS:  On LinkedIn?  Like this blog?  Then you’ll like this group: “CRM databases in professional services”: http://www.linkedin.com/groups/?gid=2051556

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

An answer to the old CRM Q – What’s the point?


A friend recently asked me to help his firm do something about their CRM. As he liked my answer, I though it an idea blog entry. Enjoy.

QUESTION:
Mate, I have a favour to ask. I’m trying to pitch some BD ideas to the powers that be here and wanted to get a short set of bullets / synopsis on the lead generation stuff you were doing when I was still at [x firm], especially the stuff you did with [x Partner] principles behind it…..you know what I mean!! Imagine where [x firm] was 10 years ago (that is where we are now) so I’m trying to educate with ideas that may lead to revenue or at least revenue / follow up opportunities.

ANSWER:
Improve your data quality – not just if their name is right, but their interests. It helps everything you do. But is so unsexy, nobody wants to focus any effort on it or can’t see why they’d bother. We’ve had cases of increasing event bookings by just over 300% when we improved the data (I forget the exact figure). It was the first eMail we did after we verified and enhanced the marketing data after the first external and internal ‘Spring Clean’ of the data. We were able to closely target the right people (based on who they knew internally, plus their externally verified interests). There were so many responses to the [x department] seminar that is was an utter admin mess. The event team had to split delegates into two sessions on one day and run other additional days.

What a problem to have though.

On another occasion, I think the second or third email we sent after getting the contacts to tell us what they were interested in, we received an immediate response (sent to a group of people indicating an interest in a topic) for £10,000 piece of work. You just can’t get this kind of easy win without spending a large amount of effort on your data integrity.

Who’d have thought sending communications about topics to people who are interested in those topics would get such results 😉

Then, to go further, once you have what contacts say they are interested in, you can track what they are really interested in i.e. what emails they click on. And then add what the fee-earner thinks. Add those three things together and you’ll be flying. For instance, if you are able to segment in your CRM system for a seminar invite on TUPE, for instance, look for: contacts known by TUPE fee earners, contacts indicating an interest in TUPE in your ‘spring clean’, contacts attending TUPE past events, contacts with TUPE in their activity / meeting notes text… etc etc. And if you can – contacts already buying TUPE advice from you at one time or another. Mail to that bunch and you’ll get fab click through and response levels. But before that – look at the resulting profile and find similar people to expand the possibles a bit further. And you can go another step further after a years’ worth of emailings…. and remove from your mailshots anyone who has never clicked on anything and our click rates will rocket, you won’t reduce the amount of leads and you’ll have less data to manage. That or try and find other route / messages to interact with those who are not talking to you / clicking in your emails. See – all dead easy 😉

Hope you found this CRM tip useful.

All the best,
Simon

Simon McNidder

PS:
I also write a regular email CRM tips, tricks and a few secrets.
Get them here http://www.databasefirstaid.com/crm_hints_tips_help.html

PPS:
On LinkedIn? Like this blog? Then you’ll like this group: “CRM databases in professional services”:
http://www.linkedin.com/groups/?gid=2051556

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

When moving house is a CRM issue


I recently moved house. Hopefully for the last time ever. And it made me realise something. I hate getting all my old mail. I’ve been all ‘geeky’ and done ‘remove from database’ labels to stick onto unwanted post , but it’s a real pain having to write, fax or email all the people that offer me services with my new details.

I will soon get around to it 😉

And you can bet the contacts on your own CRM database feel exactly the same

One fabulous mailing error so far has come from my own building society, the one in which I’ve just taken out my new mortgage with. How on earth does a different department in that very same society not know I’ve moved, and continues to write to me at my old address? I wonder how many ‘databases of contacts’ that lot have?

Surely a recipe for disaster.

Which brings me onto our own databases. Get your data clean, and keep it clean. And while you are at it, you might as well ask one more question of your contacts – what are they interested in!

Worth every penny that extra question.

Hope you found this CRM tip useful.

All the best,
Simon

Simon McNidder

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

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

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


Get more CRM database help here: http://eepurl.com/lKoVL 

Get alerted about new CRM database blog posts here: http://eepurl.com/r6SYT

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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

No point having a CRM system if you’re not…


 No point having a CRM database if you’re not going to…

– Automate tasks
– Move to eMarketing
– Continually manage your data
– Increase work leads
– Make it easier to manage a client’s relationship

Hope you found this CRM tip useful.

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101 more CRM hints directly into your inbox (I’ve written 101 of them) right here: http://eepurl.com/lKoVL 

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All the best,

Simon

Simon McNidder

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

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