SALESmanago: Monitoring and managing contacts

Learn how to monitor your website visitors, track behavioral data and manage contacts in SALESmanago CDP module.

3.95 (208 reviews)
Udemy
platform
English
language
Other
category
1,444
students
1 hour
content
May 2021
last update
FREE
regular price

What you will 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 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.

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.


Content

Introduction

Introduction

Monitoring code

Monitoring code

User account

User account

Importing and exporting contacts

Importing and exporting contacts

Basic features of CDP

Basic features of CDP

Contact list and contact statuses

Contact list and contact statuses

Contact Card

Contact Card

Managing contacts

Managing contacts

Funnels and lead management

What are sales funnels and lead management?

CRM Dashboard

CDP Dashboard

Screenshots

SALESmanago: Monitoring and managing contacts - Screenshot_01SALESmanago: Monitoring and managing contacts - Screenshot_02SALESmanago: Monitoring and managing contacts - Screenshot_03SALESmanago: Monitoring and managing contacts - Screenshot_04

Reviews

Julian
February 14, 2022
Da una vista amplia de lo que se puede encontrar en el contact card y demás características que se pueden hacer con los contactos, esperaba un poco mas de detalle.
Helena
December 21, 2021
Because it was easy to understand the explanation, and the words matched the actions. The volume on this video was a bit low compared to the other ones.
Bartlomiej.Debowski
November 30, 2021
Większość filmów nie była nagrana w stereo, przez co słuchanie ich było uciążliwe, ponieważ dźwięk był tylko w jednej słuchawce. Te same filmy, w których narratorem była kobieta pędziły do przodu bardzo szybko i ciężko było zakodować wszystkie informacje. Prawdopodobnie będę musiał powrócić do tych konkretnych lekcji. Poza tym OK :)
Jarosław
September 20, 2021
Jasno wytłumaczone każde poruszone zagadnienie w kursie. Brak 5 * za jakość dźwięku która mogłaby być bardziej spójna w każdym nagraniu.

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Related Topics

3825506
udemy ID
2/4/2021
course created date
3/10/2021
course indexed date
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