Quick Start Suite - Account Engagement
Get up and running, then focus on growth and optimization
Account Engagement
With Account Engagement, you can harness the combined power of marketing and sales to identify high-quality leads and track engagement at every stage of the journey.
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Deep dive into project goals, sales and leads management processes, and B2B marketing strategies to understand outcomes and success criteria
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Create user accounts, set up security settings, set up DKIM to authenticate email senders and deliverability, and configure sender policy framework records
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Connect Account Engagement with your Salesforce CRM to sync data between the two platforms, ensuring seamless lead management and sales handoff
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Create email templates and journey automations
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Provide guidance on adding tracking codes on your website to track campaign performance and capture visitor interactions within the system.
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We’ll provide fundamental training and support to enable the business for adoption