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Bulk Import contacts - CRM1.1P1US01.1

Bulk Import contacts - CRM1.1P1US01.1

1. Problem Statement

User Roles Identified

Primary Users:

  • Marketing Operations Manager: Manages marketing technology stack and data operations
  • Marketing Manager: Oversees campaign execution and lead generation activities
  • Sales Development Representative: Handles lead qualification and initial prospect outreach
  • Account Executive: Manages sales opportunities and customer relationships
  • Sales Manager: Oversees sales team performance and pipeline management

Pain Points by User Role

Marketing Operations Manager:

  • Manual contact entry from multiple marketing platforms is time-consuming and error-prone
  • Difficulty maintaining data consistency across HubSpot, Salesforce, and event platforms
  • Lack of automated duplicate detection creates database bloat and campaign inefficiencies
  • Complex validation of imported lead data requires extensive manual review
  • No standardized process for handling import errors impacts campaign launch timelines

Marketing Manager:

  • Multiple lead sources create fragmented prospect information
  • Unable to quickly import contacts from events, webinars, and campaigns
  • Delayed contact availability impacts campaign execution and lead nurturing
  • Duplicate contacts reduce campaign effectiveness and waste marketing budget
  • Inconsistent data quality affects lead scoring and segmentation accuracy

Account Executive:

  • Fragmented contact data across multiple systems impacts account planning
  • Manual contact consolidation delays opportunity development
  • Duplicate records create customer confusion and poor experience
  • Incomplete prospect information reduces meeting preparation effectiveness
  • Time spent managing contact data reduces client-facing activities

Sales Manager:

  • Lack of visibility into lead import success rates affects pipeline forecasting
  • Unable to track contact data quality metrics across the sales team
  • Difficulty ensuring consistent contact management processes
  • Manual duplicate resolution consumes team productivity
  • Inconsistent data impacts sales reporting and territory management


Core Problem

Organizations struggle to efficiently import and consolidate contact data from multiple sources while maintaining data quality, preventing duplicates, and ensuring timely access to accurate contact information for business operations.

2. Who Are the Users Facing the Problem?

Primary Users:

  • Marketing Operations Manager: Manages marketing technology stack and data operations
  • Marketing Manager: Oversees campaign execution and lead generation activities
  • Data Analyst: Analyzes contact data quality and campaign performance metrics
  • Sales Development Representative: Handles lead qualification and initial prospect outreach
  • Account Executive: Manages sales opportunities and customer relationships
  • Sales Manager: Oversees sales team performance and pipeline management


3. Jobs To Be Done

For Marketing Operations Manager: When I need to integrate contact data from multiple marketing platforms and events to maintain a unified lead database, But I face data inconsistencies, duplicate detection challenges, and complex validation requirements across HubSpot, Salesforce, and campaign platforms, Help me automate data validation, streamline duplicate handling, and provide comprehensive import analytics, So that I can maintain high data quality while reducing manual processing time by 80% and ensure seamless lead routing to sales teams.

For Marketing Manager: When I need to quickly import prospect lists from trade shows, webinars, and digital campaigns to launch timely nurturing sequences, But I encounter delays from manual data processing and validation errors that impact campaign timing, Help me simplify bulk import processes with automated validation and guided workflows, So that I can launch campaigns 3-5 days faster while ensuring accurate lead segmentation and targeting.

For Sales Development Representative: When I need immediate access to qualified leads from marketing campaigns to maximize follow-up timing and conversion rates, But I face delays from manual lead imports and incomplete contact information affecting my outreach effectiveness, Help me streamline lead access with real-time import notifications and complete prospect profiles, So that I can increase my daily qualified conversations by 40% while reducing lead research time.

For Account Executive: When I need comprehensive contact information for accounts and prospects to effectively manage my sales pipeline, But I encounter fragmented data across multiple systems and duplicate contacts that create customer confusion, Help me consolidate contact data with automated duplicate resolution and complete account views, So that I can improve my close rate by 25% while reducing account preparation time and enhancing customer experience.

For Sales Manager: When I need to ensure my team has access to high-quality lead data while monitoring team performance and pipeline health, But I lack visibility into lead import success rates and data quality issues affecting team productivity, Help me track import analytics, monitor data quality metrics, and ensure consistent contact management processes, So that I can improve team quota attainment by 20% while reducing administrative overhead and data-related issues.

4. Solution

Comprehensive Multi-Source Contact Import System

The solution provides a unified platform for importing contacts from various sources with automated validation, duplicate detection, and streamlined processing workflows.

Data Source Integration

  • CSV file upload with drag-and-drop interface and template validation
  • Direct integration with Gmail Contacts, Outlook, Salesforce, HubSpot, and LinkedIn - phase 2 
  • Zapier automation support for continuous data synchronization - phase 2 
  • REST API integration for custom data sources - phase 2 

Intelligent Duplicate Detection

  • Multi-criteria matching including exact match, email match, phone match, and name+company combinations
  • Configurable matching rules with similarity scoring
  • Bulk duplicate resolution with merge, skip, or manual review options

Automated Data Validation

  • Real-time format validation for emails, phone numbers, and addresses
  • Required field enforcement with clear error messaging
  • Data standardization for consistent formatting across sources

Guided Import Workflow

  • Step-by-step wizard with progress tracking and clear navigation
  • Template-based CSV requirements with downloadable sample files
  • Real-time processing with progress indicators and status updates

Comprehensive Error Handling

  • Detailed error reporting with specific failure reasons and resolution guidance
  • Downloadable error reports for batch correction and re-import
  • Categorized errors including validation failures, duplicates, and system issues

Processing Analytics

  • Import summary with success/failure statistics and duplicate handling metrics
  • Visual dashboard showing processed, merged, skipped, and failed records
  • Historical import tracking for audit and performance analysis

5. Major Steps Involved

Contact Import Flow

  1. Import Method Selection
    • Navigate to CRM > Import Contacts from main navigation menu
    • Review available import options: CSV File Upload, --- ((Gmail Contacts, Outlook Contacts, Salesforce, HubSpot, LinkedIn, Zapier, API Import --- PHASE 2)) 
    • Select appropriate import method based on data source from csv
    • Click on selected import method to proceed to configuration
  2. Data Source Configuration
    • For CSV Upload: Review CSV Requirements panel showing required fields (Name, Email) and optional fields (Phone, Company, Position, Address, Tags)
    • Download sample CSV template if needed for proper formatting reference
    • Use drag-and-drop interface to upload CSV file or click "Choose File" button for manual selection
    • Confirm file selection with "File Selected: contacts.csv is ready for import" status message
    • For Integrations: Complete OAuth authentication for Gmail, Outlook, Salesforce, HubSpot, or LinkedIn
    • Configure data mapping and field alignment for selected integration source
  3.  Processing and Validation
    • System displays "Processing Import" screen with progress indicator
    • Monitor "Processing your import..." status with percentage completion (0-100%)
    • System performs "Scanning for duplicate contacts..." with real-time status updates
    • Wait for processing completion with automatic advancement to next step
  4. Duplicate Review and Resolution
    • Review "Review Duplicate Contacts" screen showing identified matches
    • View duplicate summary statistics: Total duplicates found, contact details, and match confidence percentages
    • Filter duplicates using "Filter by" dropdown options (All, Exact Matches, Email Matches, etc.)
    • For each duplicate pair, review contact details and match confidence score (e.g., 95%, 87%)
    • Make resolution decisions using "Merge" or "Skip" buttons for each duplicate
    • Use bulk actions for multiple duplicates with same resolution approach
    • Proceed to final processing after resolving all duplicates
  5. Import Completion and Summary
    • View "Import Complete!" confirmation screen with green checkmark
    • Review Import Summary statistics: Total Contacts, Successfully Imported, Duplicates Found, Merged, Skipped, Failed to Import
    • Download Error Report if failed imports exist (red alert: "Some contacts couldn't be imported")
    • Access imported contacts using "View Contacts" button to navigate to filtered contact list
    • Use "Import More Contacts" option for additional imports or return to main CRM interface


6. Flow Diagram

mermaid


flowchart TD
    A[Start Import Process] --> B[Choose Import Method]
    B --> C{Import Source}
    C -->|CSV Upload| D[Upload CSV File]
    C -->|Gmail| E[Connect Gmail Account]
    C -->|Outlook| F[Connect Outlook Account]
    C -->|Salesforce| G[Connect Salesforce]
    C -->|HubSpot| H[Connect HubSpot]
    C -->|LinkedIn| I[Connect LinkedIn]
    C -->|Zapier| J[Configure Zapier Automation]
    C -->|API| K[Setup API Integration]
    
    D --> L[Validate CSV Format]
    E --> M[Authenticate & Select Contacts]
    F --> M
    G --> M
    H --> M
    I --> M
    J --> N[Configure Automation Rules]
    K --> N
    
    L --> O{Format Valid?}
    O -->|No| P[Show Format Errors]
    O -->|Yes| Q[Process Import]
    M --> Q
    N --> Q
    
    P --> D
    
    Q --> R[Scan for Duplicates]
    R --> S{Duplicates Found?}
    S -->|Yes| T[Review Duplicate Matches]
    S -->|No| U[Validate Data Fields]
    
    T --> V{User Decision}
    V -->|Merge| W[Merge Duplicate Records]
    V -->|Skip| X[Skip Duplicate Records]
    V -->|Manual Review| Y[Flag for Later Review]
    
    W --> U
    X --> U
    Y --> U
    
    U --> Z{Validation Passed?}
    Z -->|No| AA[Generate Error Report]
    Z -->|Yes| BB[Import to CRM]
    
    AA --> CC[Download Error Report]
    CC --> DD[Fix Data Issues]
    DD --> D
    
    BB --> EE[Generate Import Summary]
    EE --> FF[Complete Import Process]
    FF --> GG[Access Imported Contacts]


image.png

7. Business Rules

General Import Rules

  • Import Process Stages: The system must follow a 5-step process: Choose Method → Upload/Configure → Process → Review Duplicates → Complete
  • Progress Tracking: Progress indicator must show current step (1-5) with visual completion status
  • File Size Limits: CSV uploads limited to maximum 10MB file size or 50,000 records per import
  • Session Timeout: Import sessions must timeout after 30 minutes of inactivity to prevent resource consumption

CSV File Import Rules

  • Required Fields: Name and Email fields are mandatory (marked with red "Required" )
  • Supported Fields: System accepts Name, Email, Phone, Company, Position, Address, Tags columns
  • File Format: Only CSV files accepted 
  • Header Row: First row must contain column headers matching system field names
  • Sample Template: "Download sample CSV template" link provides correctly formatted example file

Data Validation Rules

  • Email Format: Must follow standard email format (user@domain.extension) with valid domain
  • Phone Format: Accepts international formats but must contain only numbers, spaces, hyphens, parentheses, and plus signs
  • Name Length: Name field minimum 2 characters
  • Company Length: Company field maximum 150 characters
  • Position Length: Position field maximum 100 characters
  • Address Format: Free text field with maximum 300 characters
  • Tags Format: Comma-separated values

Duplicate Detection Rules

  • Exact Match: Identical Name AND Email combination triggers duplicate alert
  • Email Match: Same email address with different name or company details
  • Phone Match: Same phone number with different contact information
  • Name+Company Match: Same name and company with different email/phone 
  • Duplicate Actions: User can choose to Merge, Skip, or flag for Manual Review during import process

Processing and Status Rules

  • Processing Status: System shows "Processing your import..." with percentage completion (0-100%)
  • Scanning Status: "Scanning for duplicate contacts..." displayed during duplicate detection phase
  • File Selection Status: "File Selected" confirmation with "contacts.csv is ready for import" message

Result Summary Rules

  • Total Contacts: Displays total number of contacts processed in import file
  • Successfully Imported: Count of contacts added to CRM without errors (shown in green)
  • Duplicates Found: Count of duplicate contacts identified during processing (shown in purple)
  • Merged: Count of duplicate contacts successfully merged with existing records (shown in blue)
  • Skipped: Count of contacts not imported due to duplicates or user choice (shown in yellow)
  • Failed to Import: Count of contacts with validation errors or system failures (shown in red)

Error Reporting Rules

  • Error Report Generation: "Download Error Report" button available when failed imports > 0
  • Error Categories: Report categorizes failures by Missing Required Fields, Invalid Data Format, Duplicate Records, Conflicts During Merge, Skipped Records, Failed to Import, and Partial Imports
  • Error Details: Each error includes specific field name, error type, and suggested resolution
  • Retry Capability: Failed records can be corrected and re-imported without affecting successful imports

Navigation and UI Rules

  • Step Navigation: Users cannot skip steps but can navigate back to previous steps
  • Progress Persistence: Import progress maintained during session but lost on browser refresh
  • Back Button: "Back" button available on all steps except completion, returns to previous step
  • Cancel Option: Users can cancel import at any stage before final processing
  • Breadcrumb: Current step highlighted in blue with completed steps showing checkmarks

Access Control Rules

  • Import History: All imports logged with timestamp, user, source, and results for audit trail
  • User Activity: All import actions logged for compliance and troubleshooting purposes

Post-Import Rules

  • Contact Access: "View Contacts" button navigates to main contacts list filtered by import batch
  • Additional Imports: "Import More Contacts" option available immediately after completion
  • Success Confirmation: Green checkmark with "Import Complete!" message confirms successful processing
  • Summary Persistence: Import summary data retained for 30 days for reporting and analysis

Match Score Calculation Rules

100% Match Score

  • Exact Matches: When both name AND email are identical between imported and existing contacts
  • Example: Contact 1 and Contact 5 both show 100% with "exact" match type
  • These represent perfect duplicates with no ambiguity

90-99% Match Score

  • High Confidence Matches: Single field matches with strong similarity
  • Email Match: Same email address but different names/companies (typically 95%)
  • Phone Match: Same phone number with different contact details (typically 90%)
  • Example: Contact 4 shows 95% for "email" match type, Contact 3 shows 90% for "phone" match type

80-89% Match Score

  • Medium Confidence Matches: Partial field matches requiring review
  • Name/Company Match: Same name and company but different contact details (typically 85%)
  • Example: Contact 2 shows 85% for "name company" match type

Scoring Algorithm Components

For Business Rules Documentation:

  1. Exact Match (100%):
    • Source: Identical values in Name field AND Email field
    • Calculation: Perfect match across primary identifying fields
  2. Email Match (95%):
    • Source: Identical email addresses with different names/companies
    • Calculation: Email field exact match minus penalty for name differences
  3. Phone Match (90%):
    • Source: Identical phone numbers with different contact information
    • Calculation: Phone field exact match minus penalty for other field differences
  4. Name/Company Match (85%):
    • Source: Identical name AND company fields with different email/phone
    • Calculation: Combined name and company match minus penalty for contact detail differences

8. Sample Data

CSV File Sample Data (Required Format)


Name,Email,Phone,Company,Position,Address,Tags

John Doe,john@example.com,com,+1 555-123-4567,Acme Corp,Sales Manager,123 Main St, City, State,prospect,enterprise

Jane Smith,jane@company.com,com,+1 555-987-6543,Tech Solutions,Marketing Director,456 Oak Ave, City, State,lead,technology

Bob Johnson,bob@startup.com,com,+1 555-555-1234,Innovation Inc,CEO,789 Pine Rd, City, State,customer,startup


Import Summary Sample Data


Total Contacts: 1250

Successfully Imported: 1180

Duplicates Found: 12

Merged: 10

Skipped: 2

Failed to Import: 15


Error Report Sample Data


Row 15: Missing required field: Email

Row 23: Invalid email format: johnabc.com

Row 47: Duplicate detected: existing record with same email

Row 89: Invalid phone number: 555-ABC-1234

Row 156: Company not found: XYZ Corp


Integration Source Sample Data

  • Gmail Contacts: 2,450 contacts available for import
  • Outlook Contacts: 1,890 contacts available for import
  • Salesforce: 5,670 contacts in connected instance
  • HubSpot CRM: 3,420 contacts available for sync
  • LinkedIn: 890 connections available for import

9. Acceptance Criteria

  1. The system must display 1 distinct import method options including CSV. rest of these show as Coming soon - Gmail, Outlook, Salesforce, HubSpot, LinkedIn, Zapier, and API Import (will do in Phase 2 ) 
  2. The system must show "Popular" labels for CSV File Contacts methods
  3. The system must display a 5-step progress indicator showing current step and completion status
  4. The system must enforce CSV format requirements with Name and Email as required fields marked with red "Required" labels
  5. The system must provide a downloadable CSV template with proper field formatting and sample data
  6. The system must display "Drop your CSV file here or click to browse files" upload area with drag-and-drop functionality
  7. The system must show "Choose File" button for manual file selection with file type filtering
  8. The system must display file selection confirmation showing "contacts.csv is ready for import" when file is selected
  9. The system must show processing screen with "Processing your import..." message and progress bar from 0-100%
  10. The system must display "Scanning for duplicate contacts..." status during duplicate detection phase
  11. The system must present duplicate review interface showing all potential matches with merge/skip options
  12. The system must provide filtering options for duplicate review - Filters -> All, exact, email, phone, name/company 
  13. The system must show match confidence percentages for duplicate detection (e.g., "95%", "87%")
  14. The system must display action buttons for each duplicate: "Merge" and "Skip" options clearly visible
  15. The system must generate final summary showing Total Contacts, Successfully Imported, Duplicates Found, Merged, Skipped, and Failed counts
  16. The system must display color-coded statistics: green for success, purple for duplicates, blue for merged, yellow for skipped, red for failed
  17. The system must provide "Download Error Report" functionality when failed imports exist
  18. The system must show "Import Complete!" confirmation with green checkmark icon
  19. The system must offer "View Contacts" and "Import More Contacts" options after successful completion
  20. The system must maintain "Back to Contacts" navigation option throughout the entire import workflow

10. Process Changes


Process AreaFromToImpactArea
From AnalysisContact(Current Process)
To (New Process)
Impact Analysis
Contact Data EntryManualEntry
Manual entry of individual contacts taking 5-5–10 minutes per contactBulkcontact
Bulk import of 1000+ contacts in 10-10–15 minutesTimeminutes
Time Reduction: 95% -– Based on eliminatingEliminates individual data entry for bulk operationsDuplicateoperations
Duplicate ManagementManualManagement
Manual comparison and merging requiring 15-15–20 minutes per duplicateAutomatedduplicate
Automated detection with 2-2–3 minutes for review and decisionEfficiencydecision
Efficiency Gain: 85% -– Automated detection eliminates manual searching and comparisonDatacomparison
Data ValidationPost-Validation
Post-import correction requiring 30-30–60 minutes per import batchReal-batch
Real-time validation preventing 90% of data errorsErrorerrors
Error Reduction: 90% -– Pre-import validation catches format and completeness issuesMulti-issues
Multi-Source IntegrationSeparateIntegration
Separate manual processes for each data source taking 2-2–4 hoursUnifiedhours
Unified import process handling all sources in 30-30–45 minutesProcessminutes
Process Consolidation: 75% -– Single workflow replaces multiple disconnected processesErrorprocesses
Error ResolutionManualResolution
Manual identification and correction taking 1-1–2 hours per importAutomatedimport
Automated error reporting with guided resolution in 15-15–30 minutesResolutionminutes
Resolution Speed: 80% -– Specific error identification and correction guidanceQualityguidance
Quality AssuranceManualAssurance
Manual review of all imported records taking 3-3–4 hoursAutomatedhours
Automated validation with exception-based review in 30-30–45 minutesReviewminutes
Review Efficiency: 85% -– Focus on exceptions rather than completefull dataset reviewImportreview
Import TrackingSpreadsheet-Tracking
Spreadsheet-based tracking with no visibilityReal-visibility
Real-time dashboard with comprehensive metrics and historyVisibilityhistory
Visibility Improvement: 100% -– Complete transparency into import operations and resultsUserresults
User TrainingDepartment-Training
Department-specific training for each import sourceStandardizedsource
Standardized training for unified import processTrainingprocess
Training Reduction: 60% -– Single process reduces training complexity and time

11. Impact from Solving This Problem

Metric CategoryImprovementBusinessCategory
Improvement
Business ValueOperationalValue
Operational Efficiency75%Efficiency
75% reduction in data import timeEliminatestime
Eliminates 20+ hours weekly of manual data entry across teamsDatateams
Data Quality90%Quality
90% reduction in duplicate contactsImprovescontacts
Improves customer experience and reduces marketing wasteErrorwaste
Error Rate85%Rate
85% reduction in data validation errorsPreventserrors
Prevents downstream issues in billing and customer serviceProcessservice
Process Standardization100%Standardization
100% unified import workflowEliminatesworkflow
Eliminates 7 different manual processes for data sourcesUsersources
User Productivity60%Productivity
60% time savings for CRM management tasksReallocatestasks
Reallocates 15+ hours weekly to strategic activitiesSystemactivities
System Integration8Integration
8 automated data source connectionsEliminatesconnections
Eliminates manual export/import between systemsAuditsystems
Audit Compliance100%Compliance
100% import activity trackingMeetstracking
Meets regulatory requirements for data managementTrainingmanagement
Training Overhead50%Overhead
50% reduction in user training requirementsSimplifiedrequirements
Simplified workflow reduces onboarding timeCustomertime
Customer Experience95%Experience
95% reduction in contact data inconsistenciesImprovesinconsistencies
Improves service quality and reduces customer confusionRevenueconfusion
Revenue Impact25%Impact
25% faster lead processing timeAcceleratestime
Accelerates sales pipeline and campaign execution

12. User Behavior Tracking
SystemMarketing AdministratorOperations Manager Tracking

EventPropertiesInsightsimport_configuration_changedconfig_type,
Event
Properties
Insights
import_initiated
source_type, field_name,record_count, old_value,user_role, new_valueHow often validation rules are adjusted and which settings are most problematicbulk_import_initiatedsource_type, record_count, estimated_durationUnderstandingtimestamp
Understanding of import volume patterns and peak usage periods for system capacity planningerror_threshold_reachedimport_id,planning
duplicate_resolution_decision
duplicate_type, error_rate,action_taken, threshold_valueFrequencyconfidence_score, of imports exceeding error limits and system performanceprocessing_time

Questions Answered:
  • Which validation rules need adjustment based on frequent configuration changes?
  • What import volumes are causing system performance issues?
  • How often do imports fail due to system limits versus data quality?
CRM Manager Tracking

EventPropertiesInsightsduplicate_resolution_decisionduplicate_type, action_taken, confidence_scoreEffectivenessEffectiveness of duplicate detection algorithm and user decision patternsimport_source_selectedsource_type,patterns frequency,for record_countUnderstandingalgorithm ofimprovement
validation_error_encountered
error_type, primaryfield_name, dataerror_count, sources and integration usagedata_quality_reviewerror_types, resolution_time, success_rateDataresolution_method
Data quality trends and areascommon needingvalidation issues requiring process improvementor system enhancement
import_completion_time

total_time, processing_stage_times, record_count, success_rate
System performance metrics and bottleneck identification for optimization priorities
Questions Answered:
  • Which duplicate detection rules areprovide mostthe accuratehighest accuracy and useful?user confidence?
  • What data sources provide the highest quality contacts?issues occur most frequently and require system improvement?
  • WhereHow shoulddoes weimport focusvolume dataaffect qualitysystem improvementperformance efforts?and user experience?
Sales/Marketing UserManager Tracking

EventPropertiesInsightsquick_import_completedsource_file,
Event
Properties
Insights
template_downloaded
download_frequency, processing_time,subsequent_success_rate, success_rateUser adoption of self-service import capabilitiestemplate_downloadeddownload_frequency, user_type, subsequent_successEffectivenessuser_type
Effectiveness of template guidance in reducing import errorsimport_abandonmentstep_abandoned, time_spent, error_encounteredUser experience friction pointserrors and improving user onboarding
import_source_preference
source_selected, frequency, success_rate_by_source
Understanding of primary data sources and integration priorities for Phase 2 development
campaign_launch_speed
import_to_campaign_time, contact_count, campaign_type
Impact of streamlined import process optimizationon opportunitiesmarketing campaign execution timing
error_recovery_actions

error_type, resolution_approach, retry_success_rate
User self-service capabilities and areas needing improved error handling or guidance
Questions Answered:
  • Are users successfully completing imports without technical assistance?
  • Which steps in the import process cause the most user difficulty?
  • How effectiveeffectively isdoes the template guidance in preventingprevent user errors?errors and improve data quality?
  • Which data sources should be prioritized for automated integration development?
  • What is the measurable impact on marketing campaign launch speed and effectiveness?
Sales Development Representative Tracking
Event
Properties
Insights
contact_access_post_import
access_time_after_import, contact_engagement_rate, follow_up_success
Effectiveness of immediate contact availability on sales follow-up timing and conversion
data_completeness_impact
complete_fields_count, contact_quality_score, conversion_rate
Correlation between imported data quality and sales success metrics
import_notification_response
notification_type, response_time, subsequent_actions
User engagement with import completion notifications and immediate follow-up actions
contact_research_time
time_spent_per_contact, information_completeness, outreach_success
Impact of comprehensive import data on sales productivity and effectiveness
Questions Answered:
  • How does faster access to imported contacts improve sales follow-up timing and conversion rates?
  • Which contact data fields are most critical for sales success and should be emphasized in import validation?
  • What notification and workflow features best support immediate sales follow-up after import completion?
Cross-Role System Performance Tracking

EventPropertiesInsightsprocessing_performancerecord_count,
Event
Properties
Insights
processing_performance
record_count, processing_time,processing_time, system_loadSystemsystem_load, concurrent_users
System scalability requirements and performance optimization needserror_pattern_analysiserror_type,needs frequency,for source_correlationSystematicgrowing datausage
feature_adoption_rate
feature_used, qualityuser_role, issuesfrequency, requiring process or system changesfeature_adoptionfeature_used, user_role, frequencyUnderstandingsuccess_rate
Understanding of which import capabilities provide the most value across different user types
workflow_abandonment
step_abandoned, time_spent, error_encountered, user_role
User experience friction points requiring workflow optimization or additional guidance
integration_readiness
source_requests, user_demand, current_workarounds
Prioritization data for Phase 2 integration development based on actual user needs and demand

Questions Answered:
  • What system capacity improvements are needed for growing import volumes?
  • Which error types indicate need for better user guidance or system validation?
  • How are different user roles utilizing the import functionality?

Link - https://preview--crmcopy1.lovable.app/import-contacts
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