Base and integration
Field sorting, repetition identification and data exchange between CMS, CRM and mailing tool. We set the main source of information.
Offer / BXM Multimedia
Databases and email Contacts are in order, communications are scheduled.
We help organize our own contact database and connect it to the website, forms and communication system. We design data circulation, customer segments and service of newsletter entries.
Let’s discuss your projectDatabases and emailIdea → project → implementation
Customised to your company
What can we prepare?
Forms and records
A clear record for communication, confirmation and cancellation support. Forms collect the data needed for a specific purpose, without unnecessary fields.
Messages and measurement
Templates tailored to the brand, segments and shipping plan. We check your phone readability, links and information about delivery errors.
Service Guide
Databases and e-mail: structured circulation of information
The form, panel, customer base and post office should work together according to clear rules. We design the flow of information so that the team knows what affected, who is handling the case and what is the next step.
Data model starts with daily work
We list basic objects: contact, company, inquiry, product or document. We establish their relationships and fields really needed for service. One person can represent several companies, and one request has many attachments and stages. Taking into account such situations at first limits later bypasses.
We define identifiers, statuses and rules for the detection of duplicates. We do not automatically combine records just because they have a similar name. Also important are the extent of access, history of changes and the rules on data enhancement. The panel is intended to help maintain order and not just present a large table.
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Form and e-mail perform different roles
A properly sent notification should be saved regardless of whether the email notification arrives immediately. The message informs the guardian about the case, while the panel can store its status and history. Thus, a single mail failure does not have to mean that the request is lost.
We determine the recipients, the content of the confirmation and the method of reply. We separate the operational messages from the marketing communication. We reduce the amount of data in the notification, especially when the details should need to be logged in. We also test the wrong address, re-send the form and attachments.
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Integration and migration without loss of context
An import from a sheet or an older system requires column mapping, character coding and conflict resolution rules. First, we try to copy the data. We control the number of records, fields and relationships required, not just the import termination message.
When exchanging data between systems, we determine which is the source of the truth for a given field. You need rules for resumption of operations and identification of repetitions. Without this, a repeat attempt after an error can create a second order or send the same message several times.
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Communication and maintenance
The mail configuration includes the sender domain, authentication and delivery method. We check the requirements of the selected supplier and the result of the delivery of the test messages. The message itself does not prove that the message is in the recipient's mailbox.
We agree on bug monitoring, backups and playback procedures. If the data is to be deleted or archived after a specified time, the mechanism must include appropriate systems and exports. Final storage rules arise from the company's needs and requirements.
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Example: a request conducted by several people
The request goes from the form to the common database, receives a number and the person responsible. The team sees whether the customer has received an answer and what is missing from the preparation of the offer. The change of the maintainer does not require the transmission of the entire story through subsequent messages, as the information needed remains linked to the case.
In such a process, the rules for closing and reopening the application are important. The customer can add information after sending the offer, and the employee should find the right record. The project also takes into account the limitations on the visibility of the data and the way the changes are recorded. This is an example model of organization of work, which we adjust to the actual roles in the company.
Good start.
From Chatting
to a particular plan.
We set the goal, scope and way of receiving the work. We develop the project on the basis of agreed needs and materials.
See our realizationsWhat is worth preparing for the conversation?
- Used CRM, CMS, mail and shipping tools
- Description of the origin of contacts and current forms
- Example of data structure without actual customer data
You don't have to have the specifications in place, and we'll work out the most important decisions together.
Before the first conversation
It's worth knowing.
Is this about buying a ready-made address database?
No. We describe the organization and operation of contacts of the company and the integration of its own systems. The starting point is the origin of data and the purpose of communication.
Can I keep the current mailing tool?
Yes, if its capabilities allow you to complete the agreed process. We check APIs, limits and how contacts can be updated before selecting a solution.
Is mail hosting part of the same service?
This is a separate range. If you need domains and employee boxes, look into the server and domain offer. In this project we focus on contact and communication circulation.
Your next step
Let's clear the way from the form to the contact.
Show how you collect and support queries today. We will select the scope of integration and communication.
Let's start with your idea.
Write a few sentences about the project or call me.