Build a Great Contact Database

In RAYNET's contact database, client data is kept in one place. It is accessible from anywhere and you can immediately see what you have already been through with each client. Let's take a look at how to put together a great contact database and how to get the most out of it.

Create your own Custom Fields in RAYNET

If the existing fields are not enough for you to record client data, create your own. You can add them to all types of records and it's up to you what they will look like. They can be set up in the form of a text box, a drop-down list, a checkbox, and more. Create new fields in Settings - Record Settings - Select the record type - Field settings - Add custom field - Create new field. Detailed instructions can be found here, or check out the short video version here.

Get contacts into RAYNET using Data Import templates

Do you need to add multiple customers to RAYNET at once? Try using one of the Data Import templates found in Settings. Data Import templates are used for transferring Leads, Accounts, Contacts, or Products to RAYNET. You can find the complete instructions here or watch the video version below

If you have more data than you are able to import yourself, contact us at support@raynetcrm.com.

Categorize clients strategically

You can categorize all your contacts in RAYNET according to your needs. Three types of fields can be used for this purpose:

Categories
Tags
Custom Fields

Categories are the obvious first choice for basic client classification. You can assign not only a name but also a color to each category you create. In the list view, see right away which group the client belongs to. Setting up categories is extremely easy. Take a look at the quick video tutorial here

Tags have the advantage of letting you assign any number of them to each contact. They are most often used to indicate that a client meets a specific requirement that you will be further working with. For example, if they are a "VIP", you feel they have "BIG POTENTIAL", even though there is a "MANAGEMENT CHANGE" in progress. The option to add tags can be found in all record types in the bottom left corner.

Easily filter and search your contacts and accounts by tags, categories, and custom fields. The goal of a well-established CRM system is to be able to find and view everything relevant in just a few clicks. And when you need to find something more specific, advanced filtering can help.

Advanced filtering

In RAYNET, all data is in one place and logically interconnected. Thanks to this, you can easily search or filter according to various criteria. For example:

For how much have you already sold your goods/services to the client
How you came across them
Which salesperson is dealing with them
Where they operate
And dozens of other filtering options

In the list view, click the Advanced Filter button and choose from the options. Save the filters that you will use often. You can then switch between the individual filters with one click. Take a look at how it’s done.

Easily export the filtered list of accounts to an Excel spreadsheet. Use the power of advanced filtering to target your marketing campaigns more accurately, or use an integration with one of the email marketing tools to do so.

Attachments

Upload attachments (files from your computer or links to online files, Google documents, etc.) to each account (or to every deal and meeting). With the mobile app, It is also possible to add photos and audio recordings as attachments. For example, take a picture of a flip chart and add it to the meeting minutes with two taps.Detailed instructions on how to work with different types of attachments can be found in a separate article.

(The maximum size of one attachment is 50 MB and the maximum storage capacity is 1 TB, so you don't have to worry about saving space).

And what about the GDPR?

Store all contacts In RAYNET in accordance with the GDPR. In the Add-ons section, you can find a separate GDPR toolkit that will help you keep track of personal and sensitive data directly in your CRM system. Once set up, it will alert you to all the recorded data for which you need a legal title, and will also let you anonymize the data.