Reporting – Slicing and Dicing your Data

We will be starting at 19:00 GMT

InTouch Success Centrehttp://support.intouchcrm.co.uk/

https://www.facebook.com/intouchcrm

https://twitter.com/intouchcrm

http://www.linkedin.com/company/intouchcrm

Matthew Ruddle

Customer Success Director

@MattRuddle

http://www.linkedin.com/in/matthewruddle

Agenda

• The Basics – Your data, is it fit for purpose

• Custom Reports – Who, What, Where, Why and How

• Contact Reports Vs Business Reports

• Why Reporting is So Important

• How can I fill in the blanks in my data

• Q & A

• Final Thoughts

The Basics

Who

• Before Starting a Report….. WHO are you aiming for?

What

• What are you wanting to achieve with this report?

• What’s the end goal?

Where

• Where has the data come from?

• Is it OPTED IN?

• Is it Purchased?

How

• How is this end goal going to be achieved?

• Email?

• SMS?

• Live Calls?

Custom Reports

Contact Reports

Vs

Business Reports

Contact ReportsIt’s about the people – it’s a report on the contact records both the standard fields and custom fields associated with them

It assumes you know your data

Business ReportsIt’s about the Business – it’s a report on the Business records both the standard fields and custom fields associated with them

BUT – it returns the CONTACTS associated with them

After all….. You communicate with people AT those businesses

Why Reporting

is

So Important

Machine Gun Marketing? Or Sniper Focussed?

Bite size chunks rather than one lump!

How Can I Fill

The Blanks

In My Data

Update Forms

Q & A

Final Thoughts

You must segment!

What’s Next?

When is the next Webinar?

• 13th of May / 1900hr GMT

• What’s it on? Breaking Down Your Email Reports

• https://intouchcrm.clickwebinar.com/breaking-down-your-email-reports/register

InTouch Success Centrehttp://support.intouchcrm.co.uk/

https://www.facebook.com/intouchcrm

https://twitter.com/intouchcrm

http://www.linkedin.com/company/intouchcrm