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- CRM + Marketing Automation
- Implementation and migration
How a CRM + Marketing Automation rollout works
Pilot a known nurture audience and review its approvals, scoring trail and member outcomes.
Agree the first journey
Marketing Manager chooses the goal and scoring policy. Marketing Operations defines the audience, sequence and exits. Agree where qualification continues in the connected CRM.
Map identity and access
Match known lead identifiers and preserve unknown contact details as blanks. Map staff identities to permission roles, then test editing, review and own-lead access with the operating accounts.
Prepare the records
Load goals, lists, scoring policy and reusable content before the program and its criteria and steps. Load suppression evidence before enrollment or sending. Check the content version and both branch destinations.
Rehearse the decisions
Follow template and program review through Marketing Manager's approval. Inspect the deciding person and time, then verify the approved journey before activation.
Inspect the operating cycle
Test eligible and ineligible entry, capacity, a capped rule, a goal achievement and an opt-out. Follow each member through its cursor and action history. Reconcile the derived program summaries.
Review the connected result
Inspect source ingestion, sending, suppression confirmation and the CRM qualification handoff. Resolve the case with the responsible operator before expanding the audience.
What the customer provides
- A known lead segment and its source-identifier mapping, including unknown contact data.
- Sender information, reusable content and the people responsible for review.
- program goals, audience conditions, branch destinations and capacity decisions.
- Scoring policy, qualification threshold and the rule-fire cap to rehearse.
- Suppression history and authorized provider access through the normal setup process.
- Staff identity mappings and responsibility for exceptions and sales follow-up.
Changing it afterwards
Prepare changes with Proto and review the affected content, references and access rules with their owners. Repeat the matching, nonmatching, suppressed and connected-service cases before opening the revised journey. Preserve prior decisions, execution history and source events so the team can explain the earlier cycle as well as the new one.
Set up CRM + Marketing Automation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.