Lead Gen & CRM is a powerful customer relationship management (CRM) platform. Lead Gen & CRM provides many features that make it easy to market to and engage your leads, including dynamic emails that fit the persona of your customer, social media content that is easy to monitor and manage, landing pages, forms, and so much more!
To get the most out of Lead Gen & CRM, you will need to set it up, configure it, and customize it to best fit your needs.
This article will explore configuring Lead Gen & CRM for your marketing and content development needs.
Article Contents
| Trial | ✓ | |
| Essential | ✓ | |
| Advanced | ✓ | |
| Ultimate | ✓ |
Settings
Email
Landing Pages| Administrators | ✓ | |
| Company Managers | ||
| Marketing Managers | ||
| Sales Managers | ||
| Salespersons | ||
| Jr. Salespersons |
Configuring Lead Gen & CRM Marketing Content
If you have not yet completed your Lead Gen & CRM setup, read our Setting Up and Configuring Lead Gen & CRM article.
To set up and configure the various important features of Lead Gen & CRM, complete each of the following steps:
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5. Create an email. 6. Build a social listening feed. |
To get started with sales and account management, including opportunities, pipelines, and accounts, read Configuring Lead Gen & CRM Operations.
Marketing Content Data Design
Strong marketing content relies on fully-realized contacts with well-thought-out custom fields and personas that are tailored to your industry and brand. Once configured, use dynamic content whenever possible to personalize landing pages, forms, and emails based on those personas and fields.
Organize your lead activity and measure the success of your initiatives from the Campaign page.