Accessing the ClearCRM Marketing
The Marketing is located in the main navigation menu below CRM. Clicking on it expands the following sub-sections:
Marketing Dashboard – Provides a summary of ongoing campaigns, audience engagement, and key performance metrics.
Segments – Allows users to categorize contacts based on specific criteria for targeted marketing.
Assets & Forms – Used to create and manage marketing assets such as landing pages, sign-up forms, and downloadable content.
Email Templates – A library of pre-designed email layouts that can be used in marketing campaigns.
Campaigns – The core of marketing efforts, where users can create and manage email, SMS, or multi-channel campaigns.
Channels – Defines the different communication methods available for marketing (e.g., email, SMS, social media).
Lead Scoring – Assigns numerical values to leads based on their engagement and behavior, helping sales teams prioritize high-value prospects.
Stages – Defines the lifecycle stages of leads and customers, ensuring a structured approach to lead nurturing.
Marketing Settings – Provides customization options for configuring default behaviors and integrations in marketing campaigns.
Purpose of ClearCRM Marketing
ClearCRM Marketing helps businesses create, automate, and track marketing campaigns. By leveraging segmentation, lead scoring, and multi-channel outreach, companies can enhance engagement, generate high-quality leads, and drive conversions effectively.
Marketing plays a vital role in aligning marketing and sales efforts, ensuring that leads are nurtured and moved efficiently through the sales funnel.