SALESmanago Marketing Automation
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CRM & Customer Data Platform

The new Customer Intelligence

CRM & Customer Data Platform

Key Features

Reach new levels of knowledge about your contacts. Build rich customer profiles and use the collected data in your campaigns and processes.

Create and manage your contacts' database

Create segments based on behaviour, transactions and any custom data

Structure, measure and optimize your sales process with funnels

Build 360* profiles with personal, transactional and behavioural data in one place

Use scoring to identify hottest leads and their real interests

Alert your team about leads' activity

Manage your sales with notes, tasks and reminders

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

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CRM and 360 Customer View

CRM and 360 Customer View

SALESmanago Contact Card compiles all knowledge about your particular client. The information stored on the contact card includes behavioural data obtained from tracking the contact’s behaviour as well as any available transactional data. SALESmanago Marketing Automation integrates several sources of information about your customers showing their coherent and full picture in one location on their individual contact cards. The client data is collected and up-dated in real time.

Information available on the contact card

Information available on the contact card

Behavioural data – sourced from the module for identification and tracking of the contact’s behaviour online

Transactional data – available thanks to integration between SALESmanago Marketing Automation and CRM / ERP systems

Marketing and sales campaign overview – detailed information on campaigns your contacts are involved in and their current level of involvement

Contact communication overview – list of all email, SMS, VMS and phone messages received by a particular contact

Segmentation data – information on segments your contacts have been classified into on the basis of their behaviour

Information from external sources – data from other systems and databases integrated with SALESmanago Marketing Automation platform

Data entered manually by the sales team and/or Call Center

Contact scoring – sum of scoring points added automatically for every instant of client-company interaction

Basic CRM features provided by SALESmanago

Lead routing – automated transfer of contacts along the sales funnel and to a designated members of your sales team

Contact segmentation – automated division of contacts into segments characterized by identical or similar interests and behaviours, based on transactional and behavioural data

Managing contact flow in marketing campaigns – create targeted campaigns and automatically adjust your marketing message to the current stage of the prospect’s involvement

Managing contact flow in sales funnels – set up an unlimited number of sales funnels

Managing client life cycle – you can dynamically adjust your marketing activities over time to keep up with the changing needs of your customers

Grouping and tagging contacts, integration with calendar, creating tasks and notes

Creating company cards and grouping contacts from one company Import and export of contacts, including contact details

Import and export of data via API – automated synchronization with external systems

Effects of implementation

Properly prepared contact management process brings you a number of benefits, including:

better educated customers

better understanding of your customers needs

higher profitability

A 10% increase in the quality of data increases the company’s revenues by 14%

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