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.

  • Deep dive into project goals, sales and leads management processes, and B2B marketing strategies to understand outcomes and success criteria

  • Create user accounts, set up security settings, set up DKIM to authenticate email senders and deliverability, and configure sender policy framework records

  • Connect Account Engagement with your Salesforce CRM to sync data between the two platforms, ensuring seamless lead management and sales handoff

  • Create email templates and journey automations

  • Provide guidance on adding tracking codes on your website to track campaign performance and capture visitor interactions within the system.

  • We’ll provide fundamental training and support to enable the business for adoption