Setup the different segments of your database and customise the dropdown lists below.
You can tag each company in your database to a different territory so its easy to see companies within a specific area, you can also use this segment when generating a list to send to MailChimp.
If you need to hide data from specific users you'll need to create a 'branch'.
When a user is assigned to a 'branch' they will only be able to see other companies assigned to their branch.
Companies can only be assigned to one branch but users can be assigned to multiple branches.
Setup your campaign so you can track the reactions to them inside Activities when responding to their inquiry.
Track key contact relationships within each company profile so your team can identify key roles and send campaigns to targeted relationships within your database.
This list will organically grow as you add more contacts to Exsalerate, but feel free to delete what you don't need from the default list.
Add the different industry types of your customers which can be used to send industry-specific campaigns through our MailChimp integration.
Rank your customers based on their importance to you. Use the Account Management Dashboard to view a key segment and ensure your team is communicating with them regularly.
Capture all lead sources so you can track ROI through our Reports, you can also set up Contact Us forms that talk to Exsalerate and capture your different lead sources.
Exsalerate provides two fields extra fields on the details page of the company dashboard
Simply change the title to suit your business requirements and add menu options
Access customisable fields via the main menu, edit the title and add relevant drop-down options
Add specific notes to the company profile that appear on the main dashboard