Get that Data into Your CRM

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rifat28dddd
Posts: 752
Joined: Fri Dec 27, 2024 12:39 pm

Get that Data into Your CRM

Post by rifat28dddd »

Potential customers want to know that you’re building and selling a solution—for them. For the <50 employees construction companies in NW Ohio, for example. With this approach, you’ll gain traction and get responses.

And you don’t want to waste your time and resources targeting fruitless leads and collecting irrelevant customer data, either. (Another tip? Cross-check your ICP with the marketing team. Getting on the same page will save a world of hurt.)

Building your initial target list of new leads should be an isolated task. Don’t sell to them. Don’t email them or call them. Just build the list—and get it as clean as possible.

Pro tip: Use Custom Fields in Close to filter through kenya telegram data new leads (according to your ICP) as they enter the pipeline.
2.
Now that you have the list, what do you do with it?

Time to import into the CRM. In Close, you can import leads via CSV or XLS file—or perform a one-time data migration from your old CRM. And if you need any help? Reach out. Our team is always happy to help.

Don’t worry about it being perfect, though. Your customer data might not look pristine—yet. Just get the email addresses, phone numbers and the basic customer information in there, and then? Start selling.

3. Start Selling
Start selling. Start making phone calls, start emailing, start texting.
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