Clientize is an online platform for sales management, digital marketing and business intelligence.joy, that sustaining in a It is aimed at small and medium-sized companies. Its objective is to help its clients to create campaigns, program publications in , measure and analyze the results of the applied marketing strategies to close more sales. It is similar to other CRM platforms like Salesforce or Pipedrive.
Founded in 2014, as a platform CRMSocial Selling that was integrated into the social networks of the moment, has evolved and developed new tools until becoming a sales, marketing and automation platformeasy to use and competitively priced. Currently, they accumulate more than 22,000 users with presence in Spain, Colombia, Mexico, Chile, Peru, Argentina and Ecuador, as well as versions in English and Italian.
At the time of initial tool setup, you have a technical support agent who accompanies you until it works correctly. On the other hand, they have a content academy that will help you get the most out of the application and marketing techniques that you can apply in your business. In addition to managing commercial and digital marketing tasks from the same platform, you can connect productivity tools, such as Office 365 and Google Apps; email marketing and other storage such as Dropbox and Google Drive.
Comprehensive solutions offered by Clientify
One of the characteristics that differentiates Clientify from its competition is that, among the social networks that you can manage, there is WhatsApp. You can use it as another communication channel that integrates with the CRM in real time, where automatic messages can be established and where all the activities and contacts made with the client are recorded.
It also has a chrome extension for , where the browser, consultation and communication of contacts are integrated directly with Clientify, improving the management that is done through this medium.
The CRM platform is divided into five modules where you can fully manage the digital marketing strategy: marketing module, sales module, intelligence, and Social.
Modules available in the CRM
marketing module
In this module you can create mailings, web forms, chatbots, surveys and landing pages that allow attracting customers, through predetermined templates or from scratch. It offers options to create segmented email campaigns according to the target audience, track sales through the entire funnel. You also have a functionality to create automations and thus optimize repetitive processes.
sales module
With this module you will be able to manage contacts, fill in information about the companies of the contacts and register the sales or business opportunities being carried out, create attractive online quotes, create and manage commercial follow-up activities and dozens of other options, in addition to metrics that will allow you to visualize how the sales process is developing. .
Intelligence
Through this intelligence module you can analyze web traffic and know the visitors to your website in real time. You can integrate it with Google Ads and Facebook Ads to learn more about the impact and return on investment of digital marketing campaigns.
It also allows the creation of sales funnels and links personalized to accurately track tagged actions.
SEO
With the SEO module you can identify new keywords to create valuable content and position yourself in the first results of search engines.
Social
As we have mentioned before, with this module you can integrate all the social networks where you have a presence on a single platform to schedule publications, manage abandoned carts and know the evolution of the statistics.
Partner Program
One of the most noteworthy aspects is that it is not only a platform designed to reach an end customer, but also that more than two hundred marketing companies, advertising agencies and communication professionals use it to expand the services they offer to their customers. .
In other words, they use Clientify to manage various accounts of their clients, both in commercial management and marketing. In this way, they can carry out tasks, such as mailing campaigns, generate landings, follow up on their commercial agenda, close opportunities, send budgets, etc.
Clientify is also an option for companies in which their clients delegate their commercial and marketing activity and that can benefit from being partners.
connections
Finally, it is important to note that its connections section will allow you to connect the CRM with up to 15,000 different applications. You can connect from an ecommerce to an IP telephony switchboard, through a WordPress plugin to add data collected in forms designed in this universal web generator.
If you want to know how CRM works and find out if this is the solution your company needs or not, we offer a .
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