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Data – A Mini adventure into
 making the most of yours!
http://support.intouchcrm.co.uk/
https://www.facebook.com/intouchcrm




https://twitter.com/intouchcrm
Aims
• To introduce the features that
  you might not know about

• To look at how you can use them
  to become more successful and
  cut down any negative stats

• To give you the skills to build on
  for the future
Features we will look at

•   Dataloads
•   Sign Up Forms
•   Update Forms
•   Reporting
Features we will look at
• Dataloads
  – Add your existing data in one go

  – Save you time

  – Group Contacts in bulk
Features we will look at
• Sign Up Forms
  – Capture good, clean OPT in data

  – Build a database from passing traffic from
    your site

  – Populate your system with people who are
    interested
Features we will look at
• Update Forms

  – Get your contacts to manage their own
    records

  – Capture extra information

  – Make sure your information is up to date
Features we will look at
• Reporting

  – Build more intelligence about who your
    customers are

  – Target your audience better

  – Information is key to everything you
    do, with customer information sat at the
    top
Segment as small as possible

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Data – a mini adventure into making the most of yours

  • 1. Data – A Mini adventure into making the most of yours!
  • 4. Aims • To introduce the features that you might not know about • To look at how you can use them to become more successful and cut down any negative stats • To give you the skills to build on for the future
  • 5. Features we will look at • Dataloads • Sign Up Forms • Update Forms • Reporting
  • 6. Features we will look at • Dataloads – Add your existing data in one go – Save you time – Group Contacts in bulk
  • 7. Features we will look at • Sign Up Forms – Capture good, clean OPT in data – Build a database from passing traffic from your site – Populate your system with people who are interested
  • 8. Features we will look at • Update Forms – Get your contacts to manage their own records – Capture extra information – Make sure your information is up to date
  • 9. Features we will look at • Reporting – Build more intelligence about who your customers are – Target your audience better – Information is key to everything you do, with customer information sat at the top
  • 10. Segment as small as possible