how easy is it to have good data in your crm?

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Today it is easy to have good data in your CRM! Dan Yamoah Account Director

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Post on 25-May-2015

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Sales people want to sell - not create perfect CRM records. We can show you how B2B marketers are integrating external information into their CRMs, sorting out their data legacies and enriching their intelligence, so they can: target more effectively, deliver superior leads, identify key customer traits.

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Page 1: How easy is it to have good data in your CRM?

Today it is easy to have good data in your CRM!

Dan YamoahAccount Director

Page 2: How easy is it to have good data in your CRM?

Successful businesses use data to:

Sort out legacy Enrich knowledge Get results

Page 3: How easy is it to have good data in your CRM?

Companies with an address change in the last day1,836

Companies into receivership / liquidation / dissolved in past week1,386

The problem with legacy data…..

Page 4: How easy is it to have good data in your CRM?

Job titles we’ve seen:

• Moved to a new part of the business

• Glorified Consultant

The problem with legacy data…..Duplicate Data Stale Data

Inaccurate Data

• Original record

Joe Bloggs Limited

• Duplicate record

Joe Bloggs

Page 5: How easy is it to have good data in your CRM?

How do we keep Up?

Page 6: How easy is it to have good data in your CRM?

Today it is easy to have good data in your CRM!

Page 7: How easy is it to have good data in your CRM?

Internal Data

External Data

Successful Marketing

Page 8: How easy is it to have good data in your CRM?

1. Sort out legacy data….

“We wanted to find a scalable solution that would help us manage and segment our data”

“We wanted the data cleansed to remove duplicates by combining records”

“We had a lot of data (50,000 records) – something I am sure we share in common with all our members.”

Page 9: How easy is it to have good data in your CRM?

Internal data

Create a link ….

Common Identifier

Externally managed data

Page 11: How easy is it to have good data in your CRM?

Legacy data: Remove “dead” companies….

Page 12: How easy is it to have good data in your CRM?

Legacy data: Manage new entries….

Page 13: How easy is it to have good data in your CRM?

Legacy data: Check your address…

Page 14: How easy is it to have good data in your CRM?

“You took a problem I had been having for a while and made it go away. The data of 50,000 records, was cleansed within three weeks. We had previously calculated that this process would take us at least six months to achieve manually, so this was of huge benefit.”

Step 1 complete!

Page 15: How easy is it to have good data in your CRM?

2. Enrich Knowledge

“We wanted to segment data into audience types, based on how they had responded in the past.”

“We wanted to be able to run campaigns aimed at bringing back people that had previously unsubscribed”

Page 16: How easy is it to have good data in your CRM?

Enrich Knowledge: What does my ideal client look like?

Page 17: How easy is it to have good data in your CRM?

Enrich Knowledge: Plan campaigns

Page 18: How easy is it to have good data in your CRM?

Enrich Knowledge: Overviews & financial Profiles

Page 19: How easy is it to have good data in your CRM?

Enrich Knowledge: Relevant contacts

Page 20: How easy is it to have good data in your CRM?

Enrich Knowledge: Group opportunities?

Page 21: How easy is it to have good data in your CRM?

Step 2 complete!“We are creating much more concise, targeted campaigns which should deliver much better results”

Page 22: How easy is it to have good data in your CRM?

3. Get results

“We wanted to break down campaigns to ensure we are targeting the right people with the most relevant message.”

Page 23: How easy is it to have good data in your CRM?

Get Results: Deliver quality leads

Leads are appropriate…

Timing is right

Page 24: How easy is it to have good data in your CRM?

Get Results: Filter by financial health

Page 25: How easy is it to have good data in your CRM?

Get Results: Monitor for sales triggers

Page 26: How easy is it to have good data in your CRM?

Get Results: Lead management…

• Prioritise

• Allocate efficiently

Page 27: How easy is it to have good data in your CRM?

In summary…. Step 1: Sort out legacy data

Page 28: How easy is it to have good data in your CRM?

In summary…. Step 2: Enrich Knowledge

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In summary…. Step 3: Get results

Page 30: How easy is it to have good data in your CRM?

“We can’t believe it was so easy to get where we needed to be.”

“Campaigns are smaller and therefore cost less, which in turn means we can do more with the same budget.”

Today it is easy to have good data in your CRM!

Page 31: How easy is it to have good data in your CRM?

Stand: C28