FunnelBud’s Magic Account & Contact Management Setup

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In this solution, we’ll set up custom fields that will allow you to quickly organize your contacts based on the contact type and lifecycle stage.

This will help your business to better manage contact information, provide support, and maintain good customer relationships through reliable systems and processes.

 

Solution Expert: Herbert Muhuri

SKU: 2206071643 Categories: , , Included in License Cost: Basic, Standard, PremiumTechnologies: SharpspringBundles: Inbound Marketing Essentials

How we’ll Implement this Solution for You

  • We’ll create the account/contact management custom fields and add them to the CRM dashboard
  • We’ll create an automation that will automatically mark all employees (i.e. contacts with emails from your domain) as unqualified so that they don’t get a lead score or added to any nurturing email list.
  • You’ll receive training materials to teach you how to set up automations that run whenever a contact type or lifecycle stage changes.

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Key Benefits

  1. Easy access to contact/customer data – your sales team can quickly pull up information about a contact e.g. during a sales call
  2. You can automate repetitive tasks by creating workflows that trigger actions or send follow-up reminders whenever the contact type/stage changes
  3. Better management of contact information, so that nothing falls through the cracks
  4. Prevent some types of contacts, for instance, your employees, job applicants, or competitors from being added to newsletter mailing lists or nurturing email lists.

Cost to implement

This solution is free and comes included in all FunnelBud packages. Contact your Onboarding Specialist or Project Manager for details.

Herbert Muhuri

About the Author

Herbert is the Support Manager at FunnelBud. He is responsible for guiding and educating new clients, helping solve technical problems, and ensuring hassle-free adoption of the solutions offered.

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