Get CRM + Marketing Automation running in four steps.

Click Get started, then use Proto to configure CRM + Marketing Automation for your business. Marketing Manager names the goal and the people responsible for content, audience design and exception review. Map staff identities to permission roles and test their operating access before importing open work.

Choose a known lead list and preserve its identifiers. Keep unknown names and email addresses blank. Prepare the goal, scoring model and rules, then reusable email content with the required sender and message detail. Marketing Operations builds the journey’s audience, step sequence and exit conditions. Check the template version and both branch destinations. Load suppression history before enrollment or sending.

Follow content and program review through the manager’s decision. Rehearse the source connections needed for the pilot, including sending and the sales qualification handoff. Keep source identity and acknowledgements available for operating review.

Inspect the manager’s decision stamps and the approved journey before activation. Test a matching lead, a nonmatching lead, capacity and a suppressed lead. Follow the member’s cursor and action history. Check the scoring cap and achieved exit, then reconcile derived program summaries. Test direct access and Sales Rep’s own-lead scope. Review the connected sending, suppression and qualification results with their responsible operators before opening another segment.

Follow implementation and review pricing.