El CRM de Datalyse is a wonderful tool that you can use to manage your contacts' data in a fast, intuitive and simple way. You have many functionalities linked to the management of your contacts that will make easier all your tasks related to the follow-up and sales process of all your contacts that are registered on the CRM de Datalyse has several ways to generate new contacts in your company. These are explained below.
1.LINK MARKETING CAMPAIGN VIA ZAPPIER TO CRM
If we link a marketing campaign via Zappier al CRM we will ensure that once the Leed is generated in your campaign, whether it be from "Google Ads, Facebook Ads, TikTok Ads...". is sent directly to the CRM creando una ficha de cliente de forma automática con los datos que haya recopilado la campaña. Esta es una forma muy eficiente, ya que no perderás tiempo agregando los contactos, sino que directamente se irán creando las fichas de contactos y recibirás una notificación cada vez que un nuevo leed entre al CRM.
2. ADD TO EXCEL
Esta opción consiste en crear un Excel con todos los Leeds/contactos/clientes you want to upload to the CRM and in the Contacts section, in the "Import from file" button, drag and drop it so that they are all uploaded at the same time, generating as many contact sheets as there are contacts in the Excel file. It should be noted that the Excel file must be well done because, if the Excel fields are incorrectly placed, the information will not be loaded correctly and the contacts will not be able to be uploaded correctly.
3. MANUAL CREATION OF THE CONTACT
This is the slowest way, but it is also an option for those of you who work with a small portfolio of contacts. This method consists of entering the CRM and in the Contacts section, once inside, on the right edge, you will see a button "+Add new contact". Once we click on the button, a contact file will appear with unfilled properties, and we will go property by property filling in the missing information and when we finish, we will add the contact by clicking on the button "+Add new contact". "Add". When you upload your contacts, it will automatically generate its own contact file with their respective data. As if that wasn't enough, it has a variety of fields that are customisable to adjust the information you need depending on the type of company you are. In addition, all the fields are quick and easy to use.
How to edit existing contact information?
It is excellent that all data can be accessed in one place, making it easy to manage. The different fields in CRM de Datalyse include name, email, contact information and calendar details. Each of these fields can be customised to make it easier to get the information you need. For example, if you want to add a contact to your database, you can enter their name, email address and other contact information in the appropriate fields. It is also easy to add other information. You can use the fields in the CRM de Datalyse to update and manage your contact details. For example, you can easily add or delete contact information. You can also edit your email address or other contact details, as well as add and edit calendar data. This makes it easy to keep your contact information up to date and organised. It is very easy to add and manage contacts within the Datalyse CRM. Simpland inter the information you need in the fields and click the Add button. Then click the Manage button and your contacts will be displayed. You can easily edit your information as well as add new contacts.
Is it clear to you that a contact is created in the CRM Datalyse?
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- Datalyse is a fast and easy-to-use CRM that allows you to unify your business needs, centralising all your operations in a single application. Find out how a CRM can help your team in our website and in our blog, or contact us by phone at +44 29 2168 0133.