Hi. I've been using Excel to manage my 4000 contacts DB. Terrible, i Know!
What I need:
- multi categorizing each person (is it a VIP? how did I know them? how strong is our relationship? have them been to a specific course with me? where do they live? what type of business do they have? ...). I have around 15 characteristics that help me browse the list and segment specific marketing campaigns
- visually managing all this, in a simple and user friendly way, with folders, zoom ins, zoom outs, or whatever can graphically help me manage 4000 records
My list is getting bigger and is growingly painful to handle it in Excel. But until now, the only alternatives I could find are around mail chimp and stamp ready and stuff oriented at sending the campaings and tracking results. That's really NOT what I need. I have that working fine already. My need is BEFORE the sending. Is the feeding, trimming, caring, smarting up the lists, the categorys, the subgroups, the sub-subgroups from subgroups, the merging, the adding, the multi-management of the tens of lists and sub-lists of the BIG list that's growing every day.
I want to be able to keep info about each record, when I have it, that later will allow me to browse the list even for purposes I can't yet imagine today.
Is this a very strange thing to wish for? Can anyone point me to a direction of what should I look for? like keywords and stuff?
Thanks so much for any possible helpful comments.