Mobile phone numbers and emails are tested together in batches, and customer contact information can be cleaned first.

As customer data is accumulated for a long time, the most common problem is not that there is no contact information, but that the mobile phone number and email address become increasingly confusing: the same customer appears twice, the mobile phone number format is not uniform, the email address is repeated, invalid fields are mixed with normal data, and even the same person appears in different tables.

Before sales actually start contacting you, if you do a batch check and data cleaning of mobile phone mailboxes, you can separate out duplicate, abnormally formatted and incomplete information in advance, making it much easier for subsequent customers to follow up.

It is best to put the mobile phone number and email address under the same customer entity

A problem is prone to occur in many customer databases: the mobile phone number is placed in one table, and the email address is placed in another table. In the end, the salesperson has no idea whether the two records are for the same person.

A more practical way is to re-merge based on customer entities first. For example, if the same customer has both a mobile phone number and a work email address, and has left another email address in the history form, try to consolidate them under the same customer information.

Finally, you can retain fields such as name, country, mobile phone number, email, customer source, products of interest, and last business time. In this way, no matter whether you continue to contact via phone, email or social platform later, there is no need to look for information again.

Clean the format of the mobile phone number first

Before mobile phone number detection, the most basic step is to unify the number format.

Customer data from different countries often use a mix of local and international formats, some with country codes, some without, and some with spaces, brackets or dashes in between. If these formats are not unified first, subsequent number deduplication and social platform filtering will be affected.

You can process the country field first, then unify the international number format, and separate out the content that is obviously not a mobile phone number. If the country and number information conflict, you can also enter the pending confirmation area.

This step does not require judging the customer value, only whether the number itself can enter the next round of processing.

You should also check the basic format of your email first

The ideas of batch mailbox detection and mobile phone number detection are not exactly the same. The mailbox level is more suitable for checking formatting, duplication, and field integrity first.

For example missing@ symbol, domain name structure is obviously abnormal, and mobile phone number or other text is mixed in the email field. This type of data can be sorted in advance.

If the same mailbox appears multiple times, it should also be merged.

If a customer has multiple email addresses, you can determine which one is the main contact method based on the company's own historical communication records, instead of directly deleting all other email addresses.

The format of the email is normal. It only means that this address has the basis for continued sorting. It does not mean that the other party will definitely reply, nor does it mean that the customer will definitely have needs.

Mobile phone numbers and email addresses need to be deduplicated separately, and then cross-merged.

Simply deduplicating mobile phone numbers is not enough.

Some customers have changed their mobile phone numbers, but their email addresses have not changed; others have kept their original mobile phone numbers but changed their work email addresses.

Therefore, you can first remove duplicates from mobile phone numbers and email addresses, and then cross-merge them with names, companies, historical orders, or customer numbers.

For example, the two records have different mobile phone numbers, but the email address and company are exactly the same. They probably belong to the same customer and need to be confirmed.

Another situation is that the mobile phone number is the same but the email address is different. This may be because the customer has updated the email address, or the same number may have been entered repeatedly.

Straighten out these relationships first, and the sales list will be much cleaner later.

Don’t delete the entire customer just because one field is abnormal.

In customer information, it often appears that the mobile phone number is normal but the email address is invalid, or the email address is normal but the mobile phone number format is abnormal.

There is no need to delete the entire data directly at this time.

If the email address can still be used as a historical business contact information, it can be retained; if the mobile phone number can be entered into subsequent social platform testing after sorting, it can also be continued to be used.

It is more reasonable to add status to different contact methods, such as the mobile phone number is normal, the email address needs to be confirmed, the source of the customer is clear, and there has been an inquiry recently.

In this way, after sales see it, they will know which channel to use first, instead of throwing away the entire customer record because there is a problem with one of the fields.

Digital Planet is more suitable for processing social platform screening behind mobile phone numbers

After the batch detection of mobile phone mailboxes is completed, the mobile phone number can continue to be entered into social platform channels for sorting.

For example, an enterprise has obtained customer contact information through normal business channels such as official website, orders, events, and customer service. It can first unify the number format and remove duplicates, and then filter through Digital Planet.Status of target platforms such as WhatsApp, Telegram, LINE, etc.

For example, it can be organized into:

American customers + mobile phone number is normal + email is normal +WhatsApp has been activated

French customers + mobile phone number is normal + email address to be confirmed +Telegram related users

Japanese customers＋Mobile phone number is normal＋Email is normal＋LINE related users

This way the salesperson will know which existing communication channels they can use to continue contact in addition to email.

Digital Planet is mainly responsible for filtering mobile phone numbers and social platform status here. There is no need to write it as an email detection tool. The mailbox itself continues to be managed through the company's own data cleaning rules and email system.

A valid email address does not mean that the customer is valid

This is an easily confused point in mobile phone email detection.

If an email address is formatted correctly, it only means that there are no obvious formatting problems on the surface of this contact information.

If the status of a mobile phone number is normal, it can only mean that the number itself has the basis for continued processing.

To truly judge whether a customer is worth continuing to follow, you also need to look at business information.

For example, have you made any inquiries recently?

Is there an order?

From which channel?

What products to focus on;

No reply for a long time.

If a customer’s mobile phone number and email address are normal but there has been no business action for two years, the sales priority can still be lowered.

On the other hand, if a customer's email address needs to be confirmed temporarily, but the quotation request was actively submitted yesterday, it should be processed with priority.

How to choose the follow-up channel when mobile phone and email exist at the same time?

If a customer leaves a mobile phone number and email address at the same time, it is not necessarily necessary to contact both channels together.

The highest priority is to look at the customer’s original communication habits.

If the customer keeps asking for quotes via email, continue to email.

If the form explicitly selectsWhatsApp, just WhatsApp first.

If the sale has been beforeTelegram can communicate normally, and there is no need to change to email again.

The significance of multiple contact methods is to allow companies to have more optional channels, not to increase repeated contacts.

Especially on the same day via email,WhatsApp and Telegram continuously send the same content, which can easily make customers feel that they are being repeatedly interrupted.

B2B customers should retain company email information

If what you do isIn B2B customer development, the email field usually has an additional value, which is to help distinguish personal email addresses from corporate business email addresses.

The corporate domain name email can often help determine the company's ownership, but it cannot directly determine whether the customer is the person in charge of purchasing based on the email domain name alone.

It's best to continue incorporating company, job title, industry, and historical business information.

For example, a piece of customer information is the purchasing contact of a German manufacturing company. The company email address is used and the mobile phone number is normal. Recently,If there are inquiries within 7 days, this type of data will be more complete.

The other one only has an email address, without a company, source and any historical interaction. Even if the format is normal, you still need to continue to confirm the background.

After batch testing, it is best to form several types of results

In order to facilitate direct use by sales, contact information can be simply grouped.

The first type is that the mobile phone number and email address are complete, and there has been real business interaction recently.

The second type is that one of the contact information is normal and the other needs to be confirmed.

The third category is that the contact information is basically complete, but there has been no business action for a long time.

The fourth category is that there are obvious problems with the mobile phone number, email address, and source, which require further verification.

In this way, sales will not see an original file with hundreds of thousands of lines, but will directly get data of different priorities.

The biggest difference before and after cleaning is that only one complete piece of information is retained for each customer.

To the end of batch testing of mobile phone mailboxes, the focus is not on how much data to delete, but on reducing duplication and confusion.

It turns out that the same customer may appear in three tables, with a mobile phone number in one place, an email address in another place, and product requirements in another place. After sorting, this information is concentrated into the same record, and mobile phone number status, email status, customer source and recent interactions are added.

When sales open a customer profile, they can know which contact method to use, what they have talked about before, and whether it is worth continuing to follow up now.

The real value of checking mobile phone numbers and email addresses together is to clean up the contact information layer first, and then base the subsequent social platform screening, email communication and sales follow-up on the same clear data.

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