N E W Y E A R ’ S R E S O LU T I O N : M A I N TA I N I N G A C L E A N DATA B A S EPR E S E NT E D BY O SC A R A LVA RE ZOS C A R @ GR E E NR OPE . C OM

AG E N DA• The Importance of a

clean database

• The fundamentals of good/quality data

• Creating a data strategy

• Cleaning Data before the Import

• Cleaning Data in GreenRope

• Q&A

There are many things you can do to improve the marketing efforts in your account and improve the quality of the data you are collecting.

A clean database is important for:

> Segmentation. this will allow you to organize the data in the account to allow you to manage and run the campaigns.> Not becoming a spammer. When you maintain a healthy database, the more quality and up-to-date data you have. > Marketing and sales consistency. If your data is all over the place, chances are, your sales and marketing will be too.

T H E I M P O RTA N C E O F A C L E A N D ATA B A S E

>Accurate contact data. You will need to identify the campaigns and marketing strategies to help collect accurate data.

>Personalization for marketing messages

T H E I M P O RTA N C E O F A C L E A N DATA B A S E

> Not sending spam. sending out spam will negatively affect the deliverability rate of your email campaigns

Overall, clean data will improve your marketing campaigns, workflows, email broadcasts, as well as your sales AND customer service.

T H E I M P O RTA N C E O F A C L E A N DATA B A S E

There are different factors to take into account when it comes to quality data:

>Consistent data entry

>Sufficient data

>Organized data (UDF, Tags, etc)

>Company data strategy

>Data integrity

T H E F U N DA M E N TA L S O F G O O D / Q U A L I T Y DATA

C RE AT IN G A DATA S T RAT EGY

Establishing a data-driven company culture

>Educate your team on the importance of using data to improve performance

Using CRM to house and manage data>Creating UDFs, tags, groups that will allow

you to organize and manage the data

Using data for personalized marketing

>Email templates, workflows, landing pages, and drip campaigns (to name a few) can be specific to the data that is being collected

Using data to develop better relationships with leads and customers

>Data collected from marketing campaigns and sales efforts allow you to develop more effective marketing strategies

C RE AT IN G A DATA S T RAT EGY

Removing duplicates and inactive contacts from your list

Identifying what information is important for your business

Making sure you are consistent with the information you are collecting

The marketing campaigns will allow you to identify what information you will need to collect and what will be more beneficial

C L E AN I N G DATA BE FO R E T H E IM P O RT

Reviewing the email tracking statistics will allow you to clean the contacts The system will allow you to review the bounces and spam complaints from the email broadcasts

C L E AN I N G DATA IN G RE E N R O P E

There are tools that will also allow you to identify and merge duplicate contact records

C L E AN I N G DATA IN G RE E N R O P E

T IM E FO R Q & A !

T H A N K YO U FOR L I S T EN I N G A N D E N GAG I N G

P R ES EN T ER EM A I L : OSC A R@GR E EE N R OP E . C OMOUR S UP P ORT T EA M: SU P P ORT@G R EE N R OP E . C OM