SALESmanago: Monitoring and managing contacts

Learn how to monitor your website visitors, track behavioral data and manage contacts in SALESmanago CDP module.
Rating: 4.2 out of 5 (24 ratings)
243 students
English
What the monitoring code is and how it can be added to a website,
How to create a user account,
How to import and export contacts,
What features you can find in CDP,
What a contact list is,
What information you can find on a contact card,
How to manage contacts and leads when using sales funnels,
What possibilities are provided by CDP panel.

Requirements

  • Customer Data Platform

Description

CDP in SALESmanago ensures you with quick access to the complete customer’s profile, unique possibilities of contact segmentation in the system, comfortable and effective contact management in sales funnels, increased efficiency of sales departments due to the tasks and alert systems, and also provides you with a possibility of executing mass activities on the group of contacts.

Customer Data Platform (CDP) allows you to manage your contact database in a quick and easy way. Customize this feature according to your needs. Create your target groups and manage your contact lists precisely as never before. Track and manage the communication with your contacts at every stage of their lifecycle. Make sure you’re always targeting the right people with the right content at the right time. Build 360° customer profiles in a unified and persistent customer database with data collected from multiple sources and touchpoints. Manage structured and unstructured data with a single customer identifier. Execute hyper-personalized omnichannel communication perfectly fitting customer preferences and behavior.

What you’ll learn:

  • What the monitoring code is and how it can be added to a website,

  • How to create a user account,

  • How to import and export contacts,

  • What features you can find in the CDP panel,

  • What a contact list is,

  • What information you can find on a contact card,

  • How to manage contacts and leads when using sales funnels,

  • What possibilities the CDP Dashboard provides.

Key benefits:

  • Create and manage your contacts database,

  • Fuel your CDP automatically with customer data,

  • Build 360° profiles with personal, transactional, and behavioral data in one place,

  • Create segments based on behavior, transactions, and any custom data,

  • Use scoring to identify the hottest leads and their real interests,

  • Alert your team about leads’ activity,

  • Learn what is the best hour and day to contact your customer,

  • Manage your sales with notes, tasks, and reminders,

  • Structure, measure, and optimize your sales process with funnels,

  • Analyze your database with CDP Dashboard.


Who this course is for:

  • SALESmanago customers
  • SALESmanago employees

Course content

10 sections10 lectures1h 4m total length
  • Introduction
    01:43

Instructor

SALESmanago CDP & Marketing Automation
  • 4.5 Instructor Rating
  • 85 Reviews
  • 738 Students
  • 10 Courses

SALESmanago is the only no-code, AI-driven CDXP (all in One Customer Data Platform & Customer Experience Platform) used by 2000+ midmarket and large Enterprises in 50 countries including Starbucks, Vodafone, Lacoste, New Balance, Victoria’s Secret, and many other global brands. Financial Times ranks SALESmanago as the fastest growing marketing automation platform in Europe.

SALESmanago is harnessing the full power of first- and zero-party data, combining advanced analytics and AI Hyperpersonalization to deliver highly configurable personalized experiences, across a comprehensive range of natively built and integrated marketing execution channels.

The company is based in Kraków, Poland, and employs 300 highly experienced consultants, data scientists, and engineers. SALESmanago works internationally via an extensive network of over 1000 reselling partners.