Alternative Ways to Add Contacts in Skarbe
While connecting your CRM is the most efficient way to integrate contacts into Skarbe, there are alternative methods for adding contacts. These options are particularly useful if you don't have access to a CRM, are testing the platform, or need to create a few specific reports.
Methods to Add Contacts
Manual Entry
Step-by-Step Guide:
Navigate to the "Contacts" section from the left-hand menu.
Click on "add a contact manually."
Fill in the required fields: Email, First Name, Last Name, Job Title, and Company Name.
Click "Create" to add the contact.
Upload CSV File
Step-by-Step Guide:
Navigate to the "Contacts" section from the left-hand menu.
Click on the "Upload CSV" button.
Drag and drop your CSV file or click "browse" to select the file from your computer.
Ensure the CSV file is formatted correctly and adheres to Skarbe’s template requirements (you can download a template if needed).
Click "Upload" to import the contacts.
Using Exported File from CRM
If you have an exported file from your CRM, you can upload it directly into Skarbe. Make sure the file is in CSV format and properly structured.
Benefits of Adding Contacts
Improved Insights: Adding more context to your contacts, such as tailored sales proposals, meeting notes, or any other relevant media, enhances the quality of insights generated by Skarbe.
Flexibility: These methods provide flexibility, allowing you to add contacts manually or via CSV without relying solely on CRM integration.
Testing and Specific Reporting: Ideal for users who are testing the platform or need to build specific reports without full CRM access.
Best Practices
Consistent Data Entry: Ensure that the data entered manually or via CSV is accurate and consistently formatted to avoid discrepancies.
Add Contextual Media: Attach relevant media files (e.g., email threads, meeting recordings, documents) to contacts for better insights and recommendations.
Regular Updates: Regularly update and maintain your contact list to ensure that the information remains current and valuable for your reporting needs.
By utilizing these alternative methods, you can efficiently manage and add contacts in Skarbe, ensuring you get the most out of the platform even without direct CRM access.