Our most successful customers excel at segmenting their data within the Lead Forensics portal, which helps differentiate between existing customers, new leads, sales pipeline opportunities, and more.
If you don’t have a CRM integration, Lead Forensics' Data Manager is your go-to solution. Here, you can upload data files, such as lists of existing customers, allowing us to automatically assign relevant business statuses like ‘existing customer’ to differentiate them in your Visitor List and reports.
What is Auto Data Manager Uploads and How Does It Work?
Auto Data Manager Uploads provides an automated way to seamlessly transfer data into your Lead Forensics portal. We’ll set up a designated email address linked to your portal, and, if needed, an SFTP location for secure data transfers. Simply send your XLS or CSV file to this email, and it will automatically upload into Data Manager. Every time you add a new file to this location, it syncs directly with your portal, ensuring your data stays up to date.
Please note: if you need to replace an existing file that was previously uploaded through Auto Data Manager, you must use the exact same file name. Sending a file with a different name will be treated as a new list, which may prevent the relevant actions you’ve defined from taking effect.
Auto Data Manager Upload is Especially Useful If:
- Your business statuses change frequently.
- You want to automate uploads, saving time and reducing manual effort.
The best part? Automating your data uploads ensures your portal data remains in sync with your latest business stages. Each updated file keeps your segmentation accurate, reflecting the latest changes in your customer journey. For instance, as businesses move from your sales pipeline to customers—or when an existing customer becomes lapsed—their statuses remain current, helping you engage effectively with each segment.
Please contact your dedicated Customer Success Manager for details on setting up Auto Data Manager Uploads for your account.
Remember, Lead Forensics is ISO 27001 accredited. We do not share your data with third parties and only store it to provide the service.