Browse methods
Marketing - M5

Develop an Effective Contact Database

This Method shows you how to build and organise a ‘Contact Record Management (CRM) System’, to precisely list and reach identified consumers / users / introducers / customers who buy (or are prone to) your products & services.

The purpose

Learn how to select the most appropriate (CRM) supplier for your needs and manage the process of targeted contacting and recording, to constantly increase sales and customer satisfaction.


“Runagood® Business Methods are online, practical instructions that have been created by business owners who’ve successfully implemented them before.

You can select from their recommended actions, assign responsibilities, set times and budgets, track progress and share and discuss the work remotely with colleagues and your business advisor, all from any device.”

Steps included in this method

  • Find out what others are saying about the CRMs in your list
  • What type of CRM System?
  • Open a new spreadsheet
  • Budget
  • Start an online search
  • Compile a list of what you’d like it to do, e.g.:
  • Trial
  • Build your database
  • Data cleaning
  • Get your list of contacts to match your CRM’s upload template
  • Using your CRM system
  • Purchase your new CRM
  • Pick two or three favourites from your list and sign up for free trials