Good list building affects all aspects of business, including the funnel and pipeline. Collecting the names, titles, emails, phone numbers, and social data, creates that holistic record. More and more, marketers are becoming responsible for that holistic record, and are becoming the data steward for their entire organization. In one study, 37% of respondents that claimed to be in marketing operations, have also taken on the role as the data steward. In other words, if you own the list, own the data too.
However, building a quality, accurate, and targeted list requires planning. The best way to build targeted lists that are holistic, clean and complete is to establish a list building methodology. List generation is an ongoing strategy because data is ever changing. Therefore, it’s not a one-time event.
Here are three tips to become the best list builder:
1. Collaborate And Plan:
Get all of your key stakeholders together thinking about your list goals and process before you go out and start list building. The list builder stakeholders include your team as well as other teams impacted by your list building efforts. Include those who have built successful lists before, such as your list vendor or high level salespeople, to weigh in and provide insight. Make sure you’re on the same page about why you’re creating the list, including your goals. Know what you’re going to do with the list once it’s built. Determine the plan and big picture before you dive in.
List building and lead generation tools, like RingLead DMS Capture, can help create lists with 1000+ leads within minutes, and easily export them to your CRM or a CSV file without creating duplicates. DMS Capture will help automate targeted list building so you can effectively engage with the right audience, at the right time.
2. Standardize Your Data:
Part of your methodology includes data standardization. This sets the standard for how your data is organized in your list building efforts. For example, will your contact’s title be organized as VP of Sales or VP, Sales? This may seem like the same title, but to a CRM, it’s two different formats, and therefore, two different titles. Another example is California versus CA. A CRM does not recognize this as the same location. Therefore, before you build your list, and before you move it into your CRM or marketing automation for your outreach and campaign creation, you’ve got to have a plan for standardizing it so that you don’t create duplicates.
Duplicate removal tools, like RingLead DMS Cleanse, will clean out duplicates and normalize all of your data based on over 40 custom matching logic rules that you set up. DMS Cleanse will streamline the lists you import into your database, creating a cohesive and clean CRM.
3. Incorporate Your CRM:
Your list building strategy should also include your CRM from the start. These cannot be independent. As you are gathering and using the data, plan to push it into your system, for instance, include Salesforce data migration. Keep the two connected as much as possible. Not only is it important to have your CRM full of your new list data for outreach and tracking purposes, but it’s also important to check against existing contacts. If you’re buying a list and half of those contacts are already in your CRM, you’re wasting your money on the list. This is considered a duplicate. A strong list vendor and/or integration with your CRM, such as Salesforce, will detect salesforce duplicate contacts, and give you the option to view both records — old and new -— side by side. Then, you can merge the existing record and new record resulting in a single, updated record. No longer are you paying for the same contact data twice.
After you’ve cleaned out existing duplicates, you’ll want to prevent anymore from entering using a duplicate prevention tool, like RingLead DMS Duplicate Prevention. DMS Duplicate Prevention will provide real-time duplicate alerts to help stop duplicates from entering your CRM at any source, including list imports, before clogging up your database with unwanted data.
RingLead Data Management Solutions (DMS) is the only cloud-based, 360 degree data management platform to capture, clean, protect, enrich and normalize your entire database in real-time. With RingLead DMS, you will be able to generate new targeted lead lists, effortlessly export them to your CRM, and prevent duplicates, all with one fully integrated solution.
To learn more about RingLead DMS, schedule a demo now by clicking the orange box below!