Your New CRM, Day One: Step 1- Organize Your Data

So you have a brand new CRM and you’re eager (or apprehensive) to get started.

The question is: what do you do first?

Your New CRM: Day One is a new segment on JobNimbus that exists to help you get started on your brand new CRM, regardless of which one it is.

Day One, Step One: Organize Your Existing Data

When you’re getting started with CRM, you want to be sure you put your best foot forward. That means making sure that the data you input into the CRM is as clean and organized as possible.

Are you coming from another CRM? Clean up your CRM data

If you’re coming from another CRM and you’re still able to access your data and the data management tools, it’s good to give your data a good look-over to make sure that leads are marked and tracked properly, that you customers are segmented properly, and that any existing notes and history are all in order.

Even simple information like filling out city and state fields on addresses will give you a leg up going forward.

Some CRM software have batch editing abilities, or at least the ability to create custom views (or reports) that allow you to more easily edit groups of contact records.

Haven’t used a CRM, but tracked your data somewhere else? Make sure it’s clean.

If you’re coming from Excel or another local database and don’t have data in a previous CRM, you should go through the same cleaning process to make sure all your data is as complete and organized as possible.

Use Excel’s sorting and filtering to batch update and add data wherever possible. You’ll thank me later.

This might take a while, but it will save you time in the long-run by having a clean, organized, fresh database to start with.

Export your data

Once you’ve cleaned your data in a CRM or in Excel, it’s time to export to prepare it for importing into your new CRM.

When exporting, make sure you have an importable file. CSV is a file that just about every CRM out there supports for contact imports. CSV stands for “Comma Separated Values”, which is a fancy way of saying it’s a data file that can be easily separated and parsed by another software.

But don’t import the files just yet!

Before you import, you want to make sure that your CRM is all configured for your data. That means you’ve customized your sales workflow in the CRM to accomodate your existing data without any conflicts.

Come back soon for the next installment of Your New CRM: Day One, where we cover Step 2: Configuring Your Sales Workflow.

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