Guides
These guides explain how to keep contact data accurate and organized. They are grouped by subject rather than by the date they were written, and each group links to the part of CoreCNX it applies to.
The unified contact timeline
For features
- The spine of the suite
- What Is a Single Customer View? One Record per Customer
- Why your crm and your texting tool disagree in progress
- What a contact record should contain in progress
- Deduplicating contacts without losing history in progress
- Phone first matching explained in progress
- Activity ingest what it is and why it retries in progress
Political campaign software and CRM
For political
- Do You Need a Campaign Committee in Illinois?
- CoreCNX for Referendum Coalitions and Party Organizations
- County Party CRM: One System for Every Committeeperson
- How CoreCNX Supports Precinct Committeepersons
- Meeting the Committeepersons in Your District as a Candidate
- One Voter Record Across Petitions, Doors and Texts
- Slating: How Local Party Organizations Back Candidates
- When a Committeeperson Moves: Keeping Precinct History
- Why Candidates Court Committeepersons, and How to Track Them
- Best CRM for Nonprofits: What a Small Organization Needs
- What Is Relational Organizing? A Plain Guide
- What Is a Ladder of Engagement? Steps and Examples
- What Is Contact Rate? Definition and How to Calculate It
- NationBuilder, NGP VAN and i360 Pricing, Compared
- What Is a Precinct? Illinois Precincts Explained
- Best CRM for Political Campaigns: 9 Tools Compared
- Canvassing data that survives election day in progress
- Volunteer management without a spreadsheet in progress
- Gotv list building from your own data in progress
- Donor and supporter on the same record in progress
- What to do with a voter file after you buy it in progress
- Compliance basics for campaign messaging in progress
CRM for a small commercial team
For b2b
- Pipeline stages that mean something in progress
- Lead scoring without a data team in progress
- Following up without being annoying in progress
- What to track on a b2b contact in progress
- Moving off a spreadsheet without losing a deal in progress
Contact data quality and enrichment
For pricing
- Phone append what you get and what it costs in progress
- Dnc scrubbing and why it is not optional in progress
- Email verification before you send in progress
- What a bounced email tells you in progress
- Importing a list without making duplicates in progress
Running client accounts
For agency
- Sub accounts and why separation matters in progress
- Reporting a client will actually read in progress
- Onboarding a new client account in progress
- Who on your team should see what in progress