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Business books, ebooks, and audio programs to help you grow your career and your business
How to Clean a Marketing List with Microsoft Excel
Let's face it: Cleaning up the marketing database or CRM system is probably one of the most boring projects that marketers undertake, but it can have a huge impact on a company’s bottom line. We all know we need to do it, but most marketers procrastinate cleaning because it seems like a hassle.
This free video shows how to use Microsoft Excel to semi-automate the cleaning process so you can improve the quality of your marketing data faster, easier and better than simply slogging through record by record. Using the process a small database can be cleaned in a few hours and a larger database can be significantly improved in just a couple of days.
How much is clean marketing data worth? SiriusDecisions estimates that companies can generate nearly 70% more revenue simply by improving the quality of their marketing data. There’s a quantifiable waterfall effect: more leads get qualified and faster, sales follow up rates increase, more sales are closed. Incremental improvements add up fast.
Even if you use a professional list cleaning service for data appending, updating or national change of address corrections, investing the time to do your own data cleaning and coding updates dramatically increases the value of CRM systems like Salesforce.com or NetSuite and marketing automation systems like Eloqua, Vtrenz, or Pardot.
The cleaning process outlined in the video is excerpted from “Double the Value of Your Marketing Data,” a new ebook by Katherine Chalmers. In addition to detailed instructions for the cleaning process outlined in the video, the ebook offers tips for marketing data management, recommendations for capturing marketing data from a variety of sources, and coding techniques for effective lead nurturing and segmentation.
Double the Value of Your Marketing Data
Try the eBook Risk-Free for 90 Days
Cleaning and maintaining good data isn’t rocket science, but we’re confident you’ll agree this concise ebook delivers a wealth of useful information. If you’re not completely satisfied, we’ll refund your purchase price anytime during the first 90 days. You have an entire fiscal quarter to apply the information and try out the cleaning process.
In addition to detailed instructions for the cleaning process outlined in the video, the ebook offers tips for marketing data management, recommendations for capturing marketing data from a variety of sources, and coding techniques for effective lead nurturing and segmentation. Click here to learn more.
P.S. Free Bonus Offer
When you purchase Double the Value of Your Marketing Data, you’ll also receive the following free bonus items:
- Master Marketing List Template – you can use this Excel file to manage your entire sales leads or as a convenient tool for cleaning your leads before uploading to your CRM or marketing automation software.
- Mailing List Labels Template – this handy Word file is ready to mail merge leads right from your Master Marketing List. It has the merge fields already inserted and is pre-formatted for the popular Avery 5160 address label format (1”x2 5/8”).
- Lead Tracking Sheet Template – this customizable form designed for use as a telephone note pad makes it easy to capture contact data manually for uploading into your Master Marketing List or CRM system later. It reminds users of key data fields and provides an easy way to capture the information. Plus, there is ample room for notes on the back.
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