In this episode of CRM Spelled Out, we’re talking about how to manage customer data in CRM, how it’s structured, and how to get the most out of it. Are you an early-stage startup? Go to https://pxle.me/BiWxvZvJ and apply for NetHunt’s special early startup plan! Free for 3 months, and cheap after that!
If you’re still unsure what kind of CRM your business needs, check out our A to Z guide on how to choose the right CRM for your business: https://pxle.me/PWRo4j7J
00:45 Why is data organisation important?
01:07 How does CRM software help your business organise data?
01:15 Hierarchy of CRM system components
01:27 What is a CRM workspace?
01:52 What is a CRM folder?
03:47 What is a sub-folder?
04:29 What is a CRM record?
05:01 Essential CRM fields for correct field management
05:16 What is a CRM field?
Order and structure are the cornerstones of any successful business, especially when it comes to customer data. A robust CRM structure that effectively organises your data results in:
Reliable reporting and analytics.
Fewer open tabs.
Data regulations are adhered to.
Personalised outreach to leads and customers.
All in all, it lays the foundation of all sales and marketing activities and ensures you generate substantial revenue.
But CRM software is nothing more than a tool that you can customise to fit your exact business workflows. You need to understand the building blocks of CRM data organisation to bend your solution around your business needs.
The hierarchy of CRM system components is as follows: the workspace consists of folders; folders are made up of sub-folders, sub-folders contain records, and, finally, records are a collection of fields.
CRM workspace is your dashboard, the home to your CRM data. CRM folders represent a single business process, such as your contact database, tech support tickets, pipelines, and all the other good stuff. Sub-folders are filtered, sorted views of different aspects of data (or at least it is that way in NetHunt CRM). Records are like profiles of all the companies, contacts, and deals in your CRM database. Fields keep one single data point in your CRM system.
Correct field management starts a domino effect for correct business, data, and team management. Full fields make good records; good records make your folders effective; when your folders are effective, your workspace works. When your workspace works, your whole team is on track, aiming for the same goals with a structured sales process.
The essential CRM fields for effective data management include:
When you’re choosing a CRM system, it’s important to choose one that doesn’t limit the types of data your business can store. NetHunt CRM is a great choice for businesses that deal with lots of data.
—————————–About NetHunt CRM——————————–
NetHunt is a fully-fledged CRM software designed for sales, marketing, and customer service teams. Our mission is to help small and medium-sized businesses grow better, grow happier.
NetHunt is a Gmail CRM that brings sales automation and drip campaigns straight to your inbox. It has Webforms, LinkedIn, Facebook Messenger and Intercom integration and covers a full set of features to automatically capture leads, nurture them, manage sales pipeline, and close deals faster.
Our customers use NetHunt to get jobs done:
– To automatically capture leads via webforms.
– To send out drip campaigns and nurture leads.
– To organise client and lead databases.
– To capture leads with LinkedIn integration.
– To sync their Gmail activity with CRM and track sales processes.
– To sync their sales funnel with CRM stages, statuses, and tags.
– To manage individual and team tasks.
– To schedule follow-ups, bulk email campaigns, newsletters, and other types of communication with customers.
– To integrate NetHunt with other apps that they use every day.
– To store and access every moment of customer interaction with their sales team.
– To remind them about important calls, meetings, follow-ups.
– To monitor sales metrics and improve sales performance.
– To sync activities between sales, marketing, and support departments.
– To never miss a potential lead.
Give NetHunt CRM a try — https://pxle.me/MtNLWEFN — the first 14 days are on us!