Guides
Everything we know about keeping contact data straight, grouped by the subject it belongs to rather than by the day it was written. Each group points at the part of CoreCNX it applies to.
The unified contact timeline
For features
- The spine of the suite
- 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
Running a campaign's contact data
For political
- 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