What are the best data points to add into your CRM

When it comes to running a successful business, customer relationship management (CRM) plays a key role in capturing and managing customer data. A well-structured CRM system allows you to store customer information so you can use it to inform your marketing efforts, measure customer engagement and track your sales performance. The key to a successful CRM is making sure you are capturing the right data points from your customers and prospects. In this blog post, we will discuss the best data points to add into your CRM so you can get the most out of your customer relationship management system. Through the implementation of these data points, you will be able to increase customer loyalty, optimize customer experience, and drive growth for your business.

Wooden block featuring icons of an envelope, Email symbol, and phone, representing comprehensive client data stored in our CRM.

1. Contact details

One of the most important data points to add into your CRM is contact details. This includes names, email addresses, mailing addresses, phone numbers, and even social media usernames. Having a clear record of your customers’ contact information is invaluable for a number of reasons. First and foremost, it allows you to stay in contact with your customers and to send them relevant offers and messages. Additionally, it allows you to keep track of who your customers are and how you can better serve them. Having contact details in your CRM is a must-have!

2. Communication history

Communication history is an important data point to add into your CRM. This data point will show you all of your past interactions with a customer, allowing you to better understand their needs and preferences. This can be especially helpful when you’re trying to anticipate what a customer might be looking for or when they may need additional assistance or follow-up. You can also use communication history to look for any recurring issues or requests. Keeping track of communication history can also help you better identify customer trends and anticipate future needs.

3. Purchase data

When it comes to adding data into your CRM, purchase data is one of the most valuable pieces of information to collect. Purchase data can provide a wealth of insights into your customers’ buying habits and preferences. You can use this data to better understand customer needs and desires, tailor product or service offerings, and shape marketing campaigns. You can also use purchase data to identify customer segments and determine which customers are most likely to purchase certain products or services. Collecting purchase data is a great way to build a comprehensive view of your customers and develop more targeted marketing campaigns.

Three business professionals working with CRM and customer data on a laptop

4. Website interactions

Website interactions is an important data point to have in your CRM. It can tell you how visitors interact with your website, how they navigate through your pages, and how they are engaging with content. This data can help you better understand how customers are using your website and can help you identify areas of improvement. Website interactions can also give you insight into what content resonates with customers and what content needs to be improved. Additionally, website interactions can be used to measure the effectiveness of marketing campaigns and to target potential customers.

5. Referral information

Referral information can be a powerful tool for any business. Knowing who referred a customer to you can give you valuable insights on the effectiveness of your referral program, and allow you to tailor it to the people who are most likely to refer new customers. Make sure to capture the names of the referring customers, and add as much information about them as possible. This will allow you to build relationships with them, and give them rewards and incentives for referring new customers.

Insider Marketing Tech Tips: Delivered to Your Inbox

Stay in the loop with the tech that’ll make your marketing efforts hit the mark.


Leave a Reply

Your email address will not be published. Required fields are marked *

Questions? Text 855.589.6150