Key considerations when setting up your company database in Upsales.
1. Good data in, good data out
Use a third-party data source, like Prospecting or Bisnode, to update and add additional data to your account database.
The Prospecting add-on comes with Upsales AI, which recommends leads based on specific criteria. For example, companies that are similar to your biggest customers, most profitable, and growing fastest (hiring at a fast rate)
2. Avoid clutter
Set rules to only import companies within your target group. Example criteria could include a target being:
- Existing customer
- Previous customer
- Active prospect
- In your target list
3. Train users on data hygiene
Keeping your database updated and clean is a continuous job for your users. Encourage and train them how to:
- Update company and contact information
- Tag important stakeholders for each account
- Enter data for segmenting
- Remove unwanted and dissolved companies from their portfolio
We recommend that you create a one-page Upsales user guide explaining the minimum information that needs to be entered and why this information is important.
Also regularly update your database with an add-on such as Prospecting or Bisnode. Helping you stay up-to-date with company credit ratings, financial results, and addresses.
4. Keep segmentation simple
Try to minimise the amount of configuration required from your users.
List the essential parameters for running targeted campaigns and building the reports needed. Then set up triggers, workflows and automation to build the segments you really need.
5. Explore Upsales configurations
Explore custom fields, campaigns, categories, and all the methods for configuring your Upsales database.
And do attend a webinar and view training videos for more best practices.