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Version: 1.5.1

Marketing

Configure marketing campaigns, marketing lists and offerings, create differentiators (criteria used by the customer to select a provider) and customer pains in the Marketing section.

Marketing Campaigns​

Add information about the marketing campaigns conducted on the external platforms for the attraction of the leads and track their progress.

Marketing Lists​

Use marketing lists: combine the leads, companies and contacts from a single marketing campaign to the marketing lists.

Offerings​

Save information about the commercial offerings and the documents related to them.

Marketing Instruments​

Learn the marketing instruments of CRM. With their help, you can store information about potential customer pain points, their criteria for the selection of a service provider, and configure the stages of the recognition ladder.