Now that we have a CRM system up and running, and we have our contacts all loaded, we’re slowly learning how to merge them into a cohesive contact list. But it certainly didn’t just fall into place. 🙂 Once we picked our CRM system (we ended up choosing capsulecrm), the next task was to add contact tags consistently.
This sounds like a simple task, but believe me, even terminology that seems clear can easily be interpreted in different way. When my partner uploaded his contacts, first they had no tags. Then when we loaded up the tags, I proceeded to update the mailchimp mailing lists. This all seemed to be rolling along great. Until my partner took a look at the lists and started asking where some of the contacts were. I looked in the mailing list, and proceeded to determine that several hundred contacts were in the wrong list. So that meant I needed to delete them from the mailchimp lists, and then go back to CRM and change the contact tags. After a few hours of rework, I thought we were ready to try again… So I asked Mike if all the changes were good, and he told they were. So to be sure, I took a look at a few of the contacts and asked Mike what list they should go in… again, we were off the mark.
So, today, after some going back and forth, I finally got a clue and documented the tags and listed what mail chimp list each list should move to. So, the lesson learned is document early and save yourself a bunch of rework =)
thanks for reading.
As always, thanks for reading and don't forget to check out our SAP Service Management Products at my other company JaveLLin Solutions,Mike