Customer Data is basically any kind of information that organizations collect and keep track of about their customers. Capturing customer data, keeping it organized and updated is a huge part of the Customer Data Management strategy. The primary reason for this — data is the king.
The company that collects relevant information about its customers (both current and potential) and then uses it to understand its customers better and iterate on its offers, eventually wins. Having high quality data on hands, you will be able to break down your customers into smaller groups or segments and analyze their behavior that is related to your service or product: how your customers behave, what they’re doing and why they’re doing it, what motivates and demotivates them, what triggers them to take the action that you’d like them to take.
Big part of the customer data management strategy is having a tool where you can actually collect, store, and use customer data to achieve your goals. In this article, we will be providing customer data management tips for startups that are working primarily in Gmail.
An efficient customer management tool helps you keep your contacts organized, add as many details as you need, access them anytime, and use them for emailing, calling, or more sophisticated sales and marketing activities. This is like an address book with power-ups.
If you’re using Gmail as your primary email client, Google Contacts will be your first choice for managing your customers. Once available only within Gmail, it is now a separate application in the G Suite family that you can use to add, edit, delete, merge, and group your contacts. As a part of G Suite family, Google Contacts is tightly integrated with your mailbox, as well as other G Suite apps. It has Android and iOS mobile app, and is therefore accessible on the go.
On top of that, you can always import your customers from other third-party applications and connect your Google Contacts data with the tools you’re using every day — like NetHunt CRM for Gmail. Getting organized feels great, and we offer you the tools to make it happen.
Here’re the features available in Google Contacts:
- Access and view contacts.
- Add new contacts.
- Update or edit contacts.
- Group contacts.
- Email from Contacts and email from Gmail.
- Search through contacts.
- Merge contacts if there are duplicates.
- Delete and restore contacts or groups.
How to manage customer data using Google Contacts
To access Google Contacts and start managing your customers in this application, you need to create a G Suite account first. Once registered with Google, you can start adding, organizing, updating, and merging your contacts.
The updated design for Google Contacts looks very much like Google Docs — all down the main column you’ll find default Contacts listed with their full name, email address, phone number, and other details. To open up a more detailed view, click on any user row and you’ll find the contact’s name, profile photo, job title, company, along with the groups you have them in.
You can update your contacts at any time, but if there are multiple contacts that you need to update, it is easier to use the Export feature and download them in .CSV, open up in Excel, and edit them in a usual table format. Do not forget to Import the updated file back again once you’re done.
Google Contacts, however, is still far from being a perfect customer data management tool, that is why there are multiple add-ons and extensions available to help users manage their customers and leads in Gmail more effectively. NetHunt – Gmail CRM for small business – is one of the tools that provide extended set of capabilities helping users not only work with their customers in Gmail, but also engage these contacts in a number of sales and marketing processes. All these features combined form a simple, yet powerful CRM available right in Gmail.
NetHunt integrates with Google Contacts and automatically brings your customers to the CRM, so that you were able to work with them further. Imported contacts are added to a special folder within NetHunt called Customers or Leads and tagged respectively.
Collect customer data using NetHunt CRM
There are several ways that you can use to collect data in NetHunt CRM:
- Data import.
NetHunt CRM allows importing data using direct import from certain CRM systems or a .CSV file. We’ve also published a handy article on preparing and migrating your data to a CRM.
- Sync with Google Contacts.
This way you will be able to add all of your Google Contacts or a certain group of Google Contacts to NetHunt and use them in your sales and marketing activities.
- Capture data from emails.
With NetHunt you can create leads and contacts from the incoming queries.
- Feed customer data to CRM via API or using Zapier.
If you’re heavily using forms or other tools to capture customer data, you can feed this information to NetHunt CRM through Zapier or using our open API.
Organize customer data to reflect your business
NetHunt CRM brings extensive customization capabilities to your Gmail, however even with the pre-set structure your data will always be organized, relevant, and up-to-date. Here are the key parts of NetHunt structure that contribute to this:
- Folders — this is where you store the data of similar type. E.g., Customers, Deals, Companies, Properties, Leads, etc.
- Records — these are single data units within the Folder. E.g., in Companies folder you may have records like Google, Microsoft, Amazon, Tesla, etc.
- Views and reports — this is your tool to slice and dice your data in any way you want, create reports and calculate sales forecasts. Get quick and smart answers to the productivity questions like: How many deals are we about to close? How many leads weren’t processed? What are my priority tasks for today?
Make the best use of your customer data
Here’s how you can use your customer data NetHunt CRM:
- Automatically link emails, chats, and calendar events to your customers and leads to keep all the communication history in one place.
- View full customer profile and related Deals right near the email conversation that you’re having.
- Keep your data clean easily using bulk edit and merge functions.
- Share and assign Customers, Leads or Opportunities to your colleagues.
- Share logged emails with your teammates providing them with context and details for any customer, deal or request.
- Build a sales pipeline to monitor your deals and overall team performance.
- Send personalized outreach campaigns.
- Schedule follow-ups & reminders.
- Track your email open and click rates.
If you need some extra help setting up your NetHunt CRM — email us at firstname.lastname@example.org, we’ll be happy to help!
Test-drive the powerful CRM for Gmail NetHunt to see for yourself how can it boost your startup performance.