Efficiency Boost: Step-by-Step Guide to Creating Contact Views

3 min read
May 6, 2024 2:46:56 PM

Learn how to streamline your contact management with custom views in your CRM system.

Understanding the Benefits of Contact Views

Creating views in your CRM can greatly simplify the process of looking for important information quickly. Instead of manually searching through a long list of contacts, views allow you to customize and filter the information that is most relevant to you. This not only saves time, but also improves efficiency by providing a clear and organized way to access important data.

With contact views, you can easily group contacts based on specific criteria such as location, job title, or industry. This enables you to quickly identify and target specific segments of your contact database, making it easier to personalize your interactions and tailor your communication strategies.

Additionally, contact views allow you to prioritize your contacts based on their importance or level of engagement. By creating views that highlight your most valuable customers or hot leads, you can ensure that you are giving them the attention they deserve. This can be particularly useful for sales teams, as it helps them focus on the contacts that are most likely to convert into deals.

Overall, by utilizing contact views in your CRM, you can simplify the process of finding important information, improve organization and efficiency, and enhance your ability to personalize your interactions with contacts.

Step-by-Step Guide to Creating Custom Views in Your CRM

Creating a view in your contacts is a straightforward process. Follow these steps to get started:

1. Open your CRM tab (new navigation) and navigate to the contacts section.

2. Look for the option to create a new view. This is labeled as "Add View".

3. Click on the 'Create New View' button to begin customizing your view.

4. Give your view a descriptive name that reflects the criteria or purpose of the view. For example, if you want to create a view for all contacts in a specific location, you can name it 'Location: [Location Name]'.

5. Choose the criteria/filter for your view. This can include fields such as job title, industry, company size, or any other relevant information. You can also set filters to narrow down the contacts based on specific conditions.

6. Select the columns you want to display in your view. These columns represent the information that will be visible for each contact in the view.

7. Customize the sorting order of the contacts in your view. You can choose to sort them based on a specific field, such as last name or creation date.

8. Save your view and make it accessible for other users if desired.

By following these steps, you can create custom views in your CRM that align with your specific needs and preferences. This will allow you to quickly access and analyze the contact information that is most relevant to you.

Examples of Effective Contact Views for Contacts

Here are five examples of good views that people often set up in their contacts:

1. 'Hot Leads': This view filters contacts based on their engagement level and prioritizes those who have shown a high level of interest in your products or services. It helps sales teams focus on the contacts that are most likely to convert into deals. You can also base this on their lead score you have set up.

2. 'Key Accounts': This view groups contacts from your most important accounts, making it easier to manage and nurture relationships with your top clients.

3. 'Recent Interactions': This view displays contacts who have had recent interactions with your company, such as email opens, website visits, phone calls, any interaction really. It helps you stay updated on the latest communication with your contacts.

4. 'Location: [Location Name]': This view allows you to filter contacts based on their location, making it useful for targeting contacts in specific regions or countries.

5. 'Job Title: [Job Title]': This view segments contacts based on their job titles, enabling you to personalize your communication and marketing efforts based on different roles and responsibilities.

These examples demonstrate how custom views can be tailored to specific needs and help streamline contact management in your CRM system.

Best Practices for Creating Views in Companies

When creating views in the companies section of your CRM, it's important to consider the following best practices:

1. Define clear criteria: Before creating a view, determine the specific criteria that are relevant for your company data. This could include industry, company size, location, or any other factors that are important to your business.

2. Use filters effectively: Filters allow you to narrow down the companies based on specific conditions. Make sure to use filters wisely to create targeted views that provide actionable insights.

3. Customize columns: Choose the columns that display the most important information for your company views. This will help you quickly assess the key details of each company without having to open individual records.

4. Regularly update views: As your business evolves, it's important to update your views accordingly. Regularly review and refine your views to ensure they remain relevant and aligned with your current goals and strategies.

By following these best practices, you can create effective company views that facilitate efficient data analysis and decision-making.

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