The perfect time to Spring Clean your data – find out Why and How
We have emerged from the winter months and traditionally during this season we invest energy in sowing seeds to grow throughout the rest of the year – so now, entering the new tax year, is the perfect time to spend some time looking at one of the most important assets in your business and using it to nurture your growth throughout the rest of the year – your data.
Follow these steps to Spring Clean your data and set your business up for a great year:
Step One – Who is your ideal customer?
My White Paper called, “Understand the importance of knowing your ideal client and create your own Avatar” is an ideal place to start.
You need to create an avatar for your business, to ensure that you are addressing the real problems or issues that your customers or clients face.
My guide helps you do three things:
- Learn why you need an Avatar
- Learn how to use an Avatar
- Create your own Avatar by using our handy guide.
Even if you have done this before, I would recommend doing this annually as your customers can change and evolve. You can learn something new every time you do the process!
Your business needs to be clear on who its ideal customer is to make sure your marketing messages, content creation and systems fit this persona.
Step Two – Look at your data
Once you know who your ideal customer is, you should do an audit of your data to see if it fits your avatar. When I talk about data, I mean your customer data or client information.
With GDPR now in force, you need to make sure you comply with the law and think carefully about the information you hold, and have compliant protocols in place to be able to send communication to your contacts. You also need to ensure that a process is in place when gathering new contact data too. Talk to me to find out more about GDPR – it really is an opportunity to sort out lots of areas in your business.
If you don’t have pre-defined data input systems or have several people in your company entering data, it can lead to duplication, inconsistent data entries, or incomplete records.
Also, if a GDPR protocol isn’t put in place, and your records aren’t cleaned up, it could have serious implications for how you grow your business, not to mention you could be breaking the law.
Carrying out a data health check will help you with your GDPR compliance and let you know which areas of your contact database or CRM are lacking information. You can then decide which segments of data need to be enriched, and which contacts need to be updated or re-categorised.
Once you have done a spring clean of your data, you can see what gaps you have and come up with a strategy to improve that area of your business.
Step 3 – Last but not least, invest in a good CRM (Contact Relationship Management)
A quality CRM will allow your business to store data and manipulate it efficiently to reflect your customer avatar, saving you time and money. You may question the need for a CRM, but every business should have one. Read my blog, or watch my YouTube video, to find out how they can help all businesses.
With a CRM in place, you can embark on a new financial year knowing that you have an effective way of communicating with your ideal customer and managing their data.
We have used CapsuleCRM for the last nine years to help clients improve their revenue, spend less, use their contacts productively, manage their work pipeline, and deliver their client work efficiently.
We can help businesses find their ideal customer avatar and then design and install a bespoke CapsuleCRM to suit their exact business requirements. We can also do a data health check on existing databases to ensure you have high-quality data.
If you want to start making some positive changes and grow your business, Contact me today for a no-obligation chat about improving your sales and marketing engagement processes.