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 Keap Cookbook

You're reading from   Keap Cookbook Over 75 effective recipes for CRM optimization, marketing automation, and workflow mastery

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Product type Paperback
Published in Jun 2024
Publisher Packt
ISBN-13 9781805129493
Length 298 pages
Edition 1st Edition
Concepts
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Author (1):
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Michelle Bell Michelle Bell
Author Profile Icon Michelle Bell
Michelle Bell
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Table of Contents (20) Chapters Close

Preface 1. Part 1: Getting Started with Keap FREE CHAPTER
2. Chapter 1: System Overview 3. Chapter 2: Designing Your Space 4. Chapter 3: Managing Contacts 5. Part 2: Streamlining Communication
6. Chapter 4: Communicating with Your Lists 7. Chapter 5: Managing Sales Pipeline 8. Part 3: Sales Pipeline Management
9. Chapter 6: Marketing Forms and Landing Pages 10. Part 4: Automation and Reporting
11. Chapter 7: Easy Automations 12. Chapter 8: Advanced Automations 13. Chapter 9: Reports 14. Part 5: Integration and Optimization
15. Chapter 10: Tying It All Together 16. Chapter 11: Five Essential Automation Funnels 17. Chapter 12: Data Management and Maintenance 18. Index 19. Other Books You May Enjoy

Data Management and Maintenance

When it comes to managing your CRM, one thing’s for sure: keeping your list clean is non-negotiable. Think of it as the foundation of your CRM house – if it’s shaky, everything else crumbles. Your reports? They’re only as solid as the data they’re built on. That’s why regular and routine cleanup isn’t just a suggestion; it’s a must.

In this chapter, we’ll dive deep into the world of hygiene basics. I’m talking about the nitty-gritty details – the stuff that keeps your CRM running smoothly day in, day out. So, buckle up and get ready to learn the ins and outs of list hygiene. Trust me, it’s the key to unlocking the full potential of your CRM system.

In this chapter, we’ll cover the following topics:

  • Merging duplicate contact records
  • Removing contacts who opt out
  • Managing bounced emails
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