Lists are great for bringing together a specific group of contacts in your CRM, but putting them to good use so they aren't just left in the CRM is key and the Use-in function does just that.
Whether you are a marketer, a CRM guru, or part of the sales team you will have no doubt spent a lot of time creating lists for various reasons, whether it's dealing with subscriptions or segmenting your leads.
Once you have created it, there are a few short cuts you can take to help you take the next steps in your list journey, rather than leaving it in the CRM hub. This hack will show you the next steps on how that 'Use-in' function is going to cut down on time hopping from one place to another.
1. Add to a campaign
As simple as it may sound, but as marketers, we spend a lot of time creating these campaigns, so if we want to add a list of influenced contacts, then you can do it right here.
2. Get to know your contacts
Want to dig deeper into the contacts in your list? Then it's time to jump into creating a custom report, This could be to later add to a dashboard or for a notification to be set up for you to be emailed daily, weekly or monthly.
3. Let's take a trip down memory lane
Want to know where the contacts in your list came from and what actions they took to get where they are now in your CRM? This is a great way if you want to target them a specific way, so you know what will make them click and keep clicking or if they need that final boost to become a customer.
4. Data dancing
Have a big list that a few people need to report from? Datasets are a great way to dive even deeper into what you know about your contacts, gather everything you know across your platform and create your datasets so the rest of the business can use these in custom reports.
5. Let's get working
Mainly for the marketers out there! You've created your list and now it's time to put it into a workflow, save yourself a few clicks and set up your workflow directly from the list.
As much as these may not sound like game changer tips, getting to know the hidden features in your portal can both save time and make sure you are getting the most out of what you are paying for and navigating your portal like a pro.
