SaaS businesses use ChartMogul CRM for:
- Inbound sales – Review new leads and quickly identify, prioritize and contact them to close deals.
- Account management – Manage strategic relationships with high-value accounts to drive product adoption, training and facilitating renewals.
In this article, we outline the steps for business leaders to migrate data for CRM, import new leads and configure your ChartMogul account. If you’re an existing Subscription Analytics subscriber and adding CRM to ChartMogul, review this quick setup guide.
1. Plan the implementation
Assign a dedicated project manager to oversee the project and keep stakeholders informed. Create a plan that details the following:
Timeline – Determine a plan to roll out ChartMogul CRM to your team and if your business will migrate all data at once, or over a specified period of time.
Responsibilities – Assign tasks to each team member, such as importing data, staff training or configuring your account.
Milestones – Set key dates and goals, such as when your sales team will begin using CRM and metrics you’ll use to measure success.
2. Prepare to import your data
To use ChartMogul CRM, you’ll need to import the following data points:
- Customers – The unique ID and name of the companies your business has a relationship with (as leads or subscribers).
- Contacts – The name, job title and contact details for the individuals who work for the companies of your leads and subscribers.
- Notes – Text of commercially relevant account notes, such as information gathered during the discovery call.
- Opportunities – Details of existing active opportunities.
When a lead or subscriber is imported, ChartMogul creates a customer record and stores contacts, notes and opportunities on the record.
To prepare your business’ data for an import:
- Confirm the location of your data – Identify external locations of your data before importing it to ChartMogul. This could be in an existing CRM, a billing system, a database or CSV files.
- Determine your import method(s) – Each location where your business stores data is added in ChartMogul as a source. For example, to import lead data from your database, add a custom source and build an integration using the API. To import subscriber data from Stripe, add Stripe as a source. Learn more about importing data for ChartMogul CRM.
- Clean your data – Ensure data is up-to-date, delete duplicate or outdated data and ensure data is formatted properly for the import method(s) you’ll be using.
- Review or configure the merge automation – Review any default automations in your account. Configure or create an automation to merge duplicate customer records.
3. Import historical data in bulk
Migrate data from an existing CRM or import historical customer, contact and notes data that is commercially valuable to your business. Import additional data points as custom attributes to get deeper insights. We do not recommend importing historical opportunities. Review default pipelines and add existing active opportunities.
To import data in bulk, use one of our integrations with HubSpot, Intercom or Segment. Or, build an integration using our API or import data using flexible CSV.
A customer’s info, contacts, notes and opportunities must be in the same source for ChartMogul to accurately create a customer record. Learn more about import methods in Getting started with importing data for ChartMogul CRM.
4. Set up a process to import new data
Once you’ve imported historical data, connect HubSpot, Intercom or Segment if your leads are stored in one of these systems. Or, build an integration using our API to have ChartMogul import new leads or trials automatically from any system.
Use the following API endpoints to import and update lead data:
- Create customer – To create a new customer record. Optionally, add additional data points as custom attributes.
- Create a contact – Add a contact to an existing customer record.
- Update Customer's Custom Attributes – Update the additional data points you’ve added as custom attributes.
The following optional endpoints may also be useful:
- Merge customers – When the same customer is imported to multiple sources, use this endpoint to create a single customer record.
- Update a contact – When your business receives updated information about a contact, use this endpoint to update their information in CRM.
Review the documentation for each endpoint: Customers, Contacts, Notes and Opportunities.
5. Configure and customize
Once you’ve imported historical data and set up a method to import new data, configure your account:
- Connect your email to send and manage sales conversations in your CRM.
- Add relevant email addresses or domains to the blocklist.
- Create email templates to save time and ensure consistent messaging.
- Review the default dashboards and customize them for your team.
- Review the default saved customer lists or create a customer list.
6. Train your team
Once you’ve configured your account and are familiar with CRM workflows, add your team as users and assign them CRM seats.
Provide training to your staff and be available to offer ongoing support and answer any questions. For training resources, use our CRM user guide or contact support.
7. Monitor and optimize
After implementation, continuously monitor the performance of your CRM. Gather feedback from your team and make necessary adjustments to optimize the system. Regularly review and update your CRM processes to ensure they remain aligned with your business goals.
Next Steps
Familiarize yourself with the Leads and Conversion reports as well as Deal Stage Probability Forecast and Forecast Category Report.