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
