Language: Hinglish. Yeh guide English mein padhne ke liye: Starting a CRM? Prepare Your Old Customer Data First
Short answer: Saara purana data CRM mein daalna galti hai. Sirf woh data laayein jo kaam ka hai: active customers, pichhle 12–18 mahine ki leads, aur jinka number aur naam sahi hai. Baaki purani files ek folder mein archive kar dein. Purana data CRM mein saaf karke daalne se team ko CRM par bharosa hota hai.
Pichhle article mein humne quotation aur proposal ki baat ki. Naya data ab sahi aa raha hai. Ab sawaal: purane data ka kya karein?
Purana data CRM mein “sab daal do” wali galti
Ek Amritsar ke textile trader ke paas 15 saal ka data tha: 40 Excel files, 3 diaries, ek dabba visiting cards. Unhone kaha, “Sab CRM mein daal do.” Nateeja:
- Hazaaron contacts, jinme se kaafi duplicate.
- Bahut saare numbers band ya galat.
- Salesman ko apni nayi leads dhoondhne mein dikkat.
- Reports mein “total leads” ka number bekaar.
CRM ek saaf ghar hai. Usme kabaad bhar diya toh woh bhi godown ban jaata hai.
Kaunsa data laayein, kaunsa nahi
| Data | CRM mein laayein? |
|---|---|
| Active customers (pichhle 2 saal mein order) | Haan |
| Open leads (pichhle 12–18 mahine) | Haan |
| Dealers, distributors, partners | Haan |
| 3 saal purani band inquiries | Nahi, archive karein |
| Bina naam ya bina number wale contacts | Nahi |
| Visiting cards jinka koi context nahi | Nahi, ya sirf zaroori wale |
Data laane se pehle saaf karein
- Duplicate hataayein (mobile number se).
- Galat ya adhoore numbers hataayein.
- Har contact ko ek category dein: Customer, Lead, Dealer.
- Har open lead ko ek salesman assign karein.
Sukam Apps aapka saaf kiya hua Excel data CRM mein daal kar deta hai. (Tally ka purana data hum migrate nahi karte; Tally ke saath integration hota hai.) Data ko ek system se doosre mein le jaane ko data migration kehte hain.
Purane contacts ka smart istemaal
Jo purane contacts CRM mein nahi laaye, unhe ek “re-activation” campaign mein use kar sakte hain: ek WhatsApp ya SMS message. Jo jawab de, sirf wahi CRM mein aaye. Isse purana data bhi kaam aata hai aur CRM bhi saaf rehta hai.
FAQ
Kya saara purana data CRM mein daalna chahiye?
Nahi. Sirf active customers aur pichhle 12–18 mahine ki leads.
Excel ka data CRM mein kaise aata hai?
Excel saaf karke import hota hai. Sukam Apps yeh kaam karke deta hai.
Purane visiting cards ka kya karein?
Zaroori wale CRM mein, baaki ke liye ek re-activation message bhejein.
Agla kadam
CRM taiyaar hai, data saaf hai. Ab team ko sikhaana hai. Agla article: CRM Training ka Sahi Tarika
Excel data CRM mein daalwana hai? Call karein: 99142 49191.
