Now’s the time to clean out your closets and donate questionable fashion choices. Or, in the case of your CRM database, clean and classify your client data. A little effort on the front end, during slower times, will help prepare your venue to migrate to a new platform and get systems in place for success as we emerge from the pandemic.
Where to start? After downloading your database, start by removing duplicate profiles and filling in missing data. Now is also the time to verify custom fields and tags to ensure your most valuable patrons are not overlooked.
– Katie Betz, C2 Communications