CRM & Marketing Automation Services | Data Clean Up

Why do we offer data cleanup as part of our CRM services? Because anything worth doing is worth doing poorly.

What a crazy saying, huh?

But if you think about it, it makes sense.

It was worth learning how to walk, talk, run, ride a bike, hit a golf ball, etc.

We were terrible at them at first, but since they were worth doing, we stuck with it until we mastered them. (Well, maybe we're still trying to master golf. But you get the point.)

Maybe you jumped head first into your CRM such as Keap or HubSpot and started sending emails and creating web forms and email templates and now you have some redundant or extraneous data cluttering up your CRM.

We can help with our CRM Services: Cleaning Up Yo' Data.

Remember that Marketing Automation Plan we started out with?

We can go back to that to maintain clarity and focus on your main business-growth goals with CRM to:

• Streamline your Tags for better list segmentation to include smarter Tag Categories, Behavior Tags, Membership Site Access Tags, and more.
• Delete unused email Templates.
• Delete old Products or at least hide them from your eCommerce Storefront.
• Merge and/or remove Duplicate Contacts.
• Tighten and Freshen-up Follow-Up Sequences.
• Verify products and subscriptions are in the correct affiliate programs.
• Update shipping amounts to include standard domestic, expedite,d and international shipping.
• Confirm all fulfillment reports include newly added physical products.
• Verify permissions for all personnel, including administrators, sales, management, marketing, operations, and support.
• Add more advanced Triggers to your Opportunity pipeline.

We know how to do that because we made the same mistakes way back in 2008, and we've now been helping dozens and hundreds of CRM clients do the same.

Market like you mean it.
Now go sell something.