Hi everyone,
I’m thrilled for this series to kick off again for this year with a member who has been an unstoppable force in our community here, helping community members so much that she even holds a record for it
Her expertise shines through as she delves into best practices for contact data management in digital segments.
Let’s get into the nitty gritty details…
What are some of the best practices?
- Initial Customer Data Cleanup:
- Ensure uniformity in capitalization or lowercases
- Avoid mixing last names and first names.
- Leverage email IDs to locate first and last names.
- Eliminate the use of awkward greetings like 'Hi Last Name' to foster positive customer relations.
- Guiding customer journeys:
- Those who have SaaS probably has personas already identified into their platform
- For others or those with intermediaries, use job titles as a preliminary identification method. Adjust strategies based on initial engagements.
