data management

Input lists on CRM

In the context of a CRM (Customer Relationship Management) system, input lists refer to structured data sets or lists of information that are manually or automatically entered into the CRM to build or update records. These lists typically include customer or lead data such as:

• Names

• Contact details (phone numbers, email addresses)

• Company names

• Job titles

• Purchase history

• Lead sources

• Notes or custom fields relevant to your business

Purpose:
Input lists are essential for populating the CRM database, enabling businesses to manage customer interactions, track sales opportunities, run marketing campaigns, and analyze customer behavior effectively.

Examples of input lists:

• A list of new sales leads from an expo

• A spreadsheet of past clients to import into the CRM

• A contact form submission list from your website

• Manually entered client details from incoming calls

These lists are often imported via CSV files or captured through integrations with forms, emails, or third-party platforms.

Would you like a sample input list format or import guide next?

Data Entry

Inputting data on a CRM (Customer Relationship Management) system refers to the process of adding, updating, or organizing customer-related information within the CRM platform. This can include entering new leads, client details, sales interactions, notes, follow-up dates, and other relevant business data.

The goal of inputting data is to maintain accurate, centralized records that help teams manage relationships, track progress, improve customer service, and support marketing and sales strategies. Data can be entered manually (e.g., typing in client info after a call) or automatically (e.g., through form submissions, email integrations, or synced spreadsheets).

Accurate data entry ensures your CRM remains a powerful tool for understanding customer behavior, streamlining communication, and making informed business decisions.

Follow up letter after networking

Follow-up letters sent after networking events are professional messages used to reconnect with individuals you met, express appreciation for the conversation, and strengthen the relationship. These letters help you stay top of mind, open the door to future collaboration, and show genuine interest in continuing the connection.

They typically include a brief reminder of who you are, a reference to your conversation or shared interest, and a polite call to action — such as meeting for coffee, connecting on LinkedIn, or exploring business opportunities.

Purpose:

• Reinforce a positive impression

• Build trust and rapport

• Keep the communication going beyond the event

• Create space for potential partnerships, referrals, or collaborations

Well-written follow-up letters demonstrate professionalism, thoughtfulness, and initiative — key traits that help grow your network meaningfully.