Posts tagged We are merging!

Just merged - and now we have loads of different versions of the same people

May 1, 2017 @ 9:46 AM · How to get great CRM, We are merging!

I’ve just received THREE letters reminding me about an trade show I went to last year.  I will probably go this year too.

Each had near identical information. So who is looking at the information in their database not to spot this.

Probably nobody, as it's bound to ‘just be a mailing list’, not a CRM system where users need to look up details.

But image you are a CRM database user.  And you found three versions of my record.

Which one who you look at?

Which one would you add details to?

If slightly different, which one do you trust?

And that’s the key point about duplications.  

Dead easy to add.

Hard to remove.

Very annoying to see.

Imagine a contact is £1.  OK, so you lost ...

Read More

Post Merger decisions: Do really need to spend your budget on a CRM database

March 15, 2017 @ 8:56 PM · We are merging!

OK, so you've merged or bought a competitor.  Time to pull all your mailing list together.  But do you go the whole hog and buy a new CRM system as well?

Well, ask yourself a few questions

Q: Not planning on checking and enhancing your data?
A: Use a spreadsheet instead

Q: Not taking a 'carrot and stick' approach to getting users to use your system? 
A: Use a spreadsheet instead
 
Q: Only planning on sending mailings and emailings out to your contacts?
A: Use a spreadsheet instead
 
Q: If all you are going to do is have one person adding to, updating and seeing the information in the database,
A: Use a spreadsheet instead

Q: Think buying an expensive CRM system will solve all your ......

Read More

Merger Fallout - Horror stories of mismanaged data you inherit

February 1, 2017 @ 7:02 PM · We are merging!

In summary, we must have been writing to him as "Dear B******d" for ages.

Yes, it got my attention as well when I spotted it.

You sometimes think a disaffected employee might do it.

You hear stories in the news about Bank customers receiving post with something like ‘awkward beggar’ in the address field.

But I wasn't expecting contacts to sabotage their own records in our CRM database system for some fun at our expense.

And they can do whatever they like to ‘their data’ when you allow them to update their own records.

Or allow people to add themselves into your database through forms in your emails or websites.

Here’s how it happened to me.

Although I’m not planning on taking the ...

Read More

A couple of things to remember when implementing a CRM database system...

February 25, 2016 @ 1:38 PM · Starting your CRM journey, We are merging!

Things to remember when implementing CRM

– Research the needs of the user and find out what your current situation is

– Get a specialist in – they’ll save you £1,000’s in time, hassle and results

– Don’t do a ‘stop gap’ system, use excel instead

– Keep it as standard as possible – easier installation, upgrades and support

– Launch step by step – simplest first (like sending emails, managing events, recording meetings - beware it being viewed as a 'marketing system' though)

– Keep key influencers in the loop – you’ll need them to gain buy-in

Remember that CRM success is a human, procedures and data issue, not tech!

 

......

Read More

Questions to ask yourself before spending a small fortune on a CRM system

February 11, 2016 @ 2:20 PM · Starting your CRM journey, We are merging!

If you are starting to look for a new CRM system…. some handy hints before you get to far into the nitty-gritty.... 

Q: Not planning on checking and enhancing your data?
A: Use a spreadsheet instead

Q: Not taking a 'carrot and stick' approach to getting users to use your system? 
A: Use a spreadsheet instead
 
Q: Only planning on sending mailings and emailings out to your contacts?
A: Use a spreadsheet instead
 
Q: If all you are going to do is have one person adding to, updating and seeing the information in the database,
A: Use a spreadsheet instead

Q: Think buying an expensive CRM system will solve all your problems?
A: Use a spreadsheet instead

 Can you see where I’m going with ......

Read More

You can’t implement CRM with dirty rotten data. Oh yes you can!

February 4, 2016 @ 10:04 AM · Starting your CRM journey, We are merging!

You 'can', and your users couldn’t care less about your CRM data quality.

Until they want to use your CRM database...

Many of your user won’t even respond to your ‘please send me details on your Outlook, rolodex, excel, stack of business cards, or list of contacts in word’ requests to add into the system, never mind correct the ones in your system.

And on the other scale - being given far too much information.... I once had a user complain I'd sent their family emails from the firm we worked for.

Him: "I did not give you those details.  How did you get them"
   Simon: "You must have given them to me"

Him: "I definitely did not"
   Simon: "...
...

Read More

How often do you like to insult your clients? Yes, your CRM database will be doing it for you by cal

January 12, 2016 @ 11:26 AM · How to get great CRM, We are merging!

How many 'Mrs Johns' or 'Mr Susans' do you have in your database?

"What?" I hear you mutter to yourself. "What's he on about?"

What I mean is - how often have you the wrong prefix for a person?

I was reminded of this issue from a comment to one of my previous posts about how someone was being addressed.

I was shocked when I dug deep - as were my 'data stewards'
(this story is from when I was a CRM Database Manager of a large law firm)

I’m sure you look through your data regularly.  I do.  Well, 'did' (I've spent 20 years 'doing' data and databases, although now I'll be showing others how to do it)...  

Eye-balling your&......

Read More

Top Tips on getting good CRM data

Top CRM Database Tips

– Ask your contacts to verify their own details
– Use ‘data capture agencies’ – far cheaper and quicker than your own time
– If eMarketing, use an ‘online form’ that feeds into your database
– Capture business interest preferences – targeting will be easier
– Focus your effort on your top clients and prospects only

Hope it helps, 

Simon

Read More

how not to insult him by calling him ‘Mrs’ and her by calling her ‘Mr’.

Enough of you said you wanted some more hints on clearing up your CRM data.  So this one is: how not to insult Paul by calling him ‘Mrs’ and Sue by calling her ‘Mr’. 

Right here in fact….
 
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 alert system, you might as well use it. 
 
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 I listed a number of names within a company name that could describe which sector it was in. 
...

Read More