SALESmanago: Monitoring and managing contacts

Monitoring code lets the SALESmanago system gather data on a website. This makes it possible to track user activity on your website. It’s necessary to implement the tracking code in order to take advantage of the system's full potential. Each of our clients gets a unique monitoring code when they activate their account. A tracking code is necessary for the system to function properly. One website can only have one tracking code, but you can use the same tracking code on multiple websites.

Benefits:

• identification and monitoring of visitors on your website,

• monitoring the effects (open rate and click-through rate) of your email marketing,

• automatic display of live chat on your website,

• automatic display of pop-ups on your website.

If you want to know more, please visit our website support.salesmanago.com or contact us via elearning@salesmanago.com

In SALESmanago you can create user accounts with various levels of access to the main application account. You can specify exactly what data particular users can access and what features they may use.

In SALESmanago you can create user accounts with various levels of access to the main application account. You can specify exactly what data particular users can access and what features they may use.

Users can:

• sign in to the system with separate email addresses,

• use the system concurrently with other users,

• have their own group of assigned contacts,

• use features and access data according to permission sets,

• share data, contacts, templates, and automation rules with each other,

• work independently in the scope of their own account.

If you want to know more, please visit our website support.salesmanago.com or contact us via elearning@salesmanago.com

With SALESmanago you can export your contact database to an excel file with additional data. While exporting, you can select a range of data that you want to be exported. The less data you choose, the faster the export.

Exporting contacts does not remove them from the system.

You can add more details to contacts than just their email address and name. This additional information can even be used later as details or tags. Imports are easy and quick to do, so if at any point you want to add, update or delete contact information, consider performing an import.

If you want to know more, please visit our website support.salesmanago.com or contact us via elearning@salesmanago.com

Customer Data Platform (CDP) allows you to manage your contact database quickly and easily. Customize this feature according to your needs.

Use a single customer view to display all zero-, first-, and third-party customer data collected across all acquisition channels. Create and manage your contacts database. Predict the customer behavior and preferences and use insights and recommendations delivered by the platform to create a next-level Customer Experience and translate knowledge about your customers into hyper-personalized marketing campaigns and processes.

• 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,

• identify 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.

If you want to know more, please visit our website support.salesmanago.com or contact us via elearning@salesmanago.com

SALESmanago provides an easy tool for searching contacts in the application, and also enables you to display the list of uploaded contacts.

One of the basic options for a contact’s base segmentation in the system is assigning a state to that particular contact. The contact’s state is automatically given by the system. The use of such an option and its scope depends on the preferences of the SALESmanago user’s account. The main aim is to help with maintaining and interpreting basic statistics and precisely classify e.g. your potential customers. What is more, using contact states in your own database expands the scope of possible automation.

SALESmanago provides four basic contact state options: PROSPECTS, PARTNERS, CLIENTS, or OTHER (other visits from the anonymous traffic).

If you want to know more, please visit our website support.salesmanago.com or contact us via elearning@salesmanago.com

The contact card provides a 360° view of the customer, which consists of behavioral and transactional data, reactions to your marketing campaigns, and hard data left by the client on forms. The data on the contact card is are used to target and personalize your campaigns.

Only one contact card can be created for one email address in the system. You cannot create a contact card that does not contain an email address. The data view on the contact card can be completely customized to your needs so that you first see the data that is most important for you.

Benefits:

• integration of all customer data in one place,

• full history of activities – visits, campaign reactions, transactions,

• access to the list of segments which the contact is assigned to and detailed data describing their preferences,

• detailed analytics about the prediction of purchase and churn for a specific customer,

• deep Behavioral Profiling functionality adapted to the information from the contact card.

If you want to know more, please visit our website support.salesmanago.com or contact us via elearning@salesmanago.com

Mass contact management is necessary for seamless coordination of actions in contact groups. SALESmanago provides a complex tool for performing actions on selected groups of contacts.

You can perform various actions on selected contact groups like:

• change contact opt-in/opt-out state,

• change contact valid/invalid state,

• add/remove contact owner,

• run the rule,

• sales stages,

...and many more!

If you want to know more, please visit our website support.salesmanago.com or contact us via elearning@salesmanago.com

Marketing campaigns and sales funnels allow you to monitor the contacts routed through different processes. Find out more about how can you create campaigns and funnels. Use funnels to monitor the entire sales process and support the work of the sales team members in your company. See how you can automate your sales processes. Manage your sales processes within your own customer group. Analyze the contact flow in particular sales funnels and increase your sales effectiveness.

If you want to know more, please visit our website support.salesmanago.com or contact us via elearning@salesmanago.com

CDP Dashboard is an analytical panel that enables an in-depth analysis of the contact database, segmentation, and conversion funnels. Use data from the eCommerce funnel to view your contacts’ current transactional activity and assess their sales potential, or monitor the progress of your leads transfers between different stages in sales funnels. These and many other features will allow you to compare how your contact base is changing over time and analyze how you can improve your new lead acquisition strategy.

If you want to know more, please visit our website support.salesmanago.com or contact us via elearning@salesmanago.com