Legrand On-Premise CRM integrates with Constant Contact and MailChimp – global leaders in email marketing services. With our e-marketing integration, you can create targeted mailing lists in Legrand CRM and sync them to your chosen email provider. Once you execute the campaign, you can retrieve a campaign summary, view detailed…
Click on the menu icon in the top left to access the administration settings. Go to User Preferences > click Email Settings. Email configuration options Legrand CRM provides two email configuration options: If you select ‘Send direct from Legrand CRM’, enter your mail server settings in the fields below: Mail Server…
Go to the Campaigns module in Legrand CRM and click the (+) icon on the right to create a campaign record. Select ‘E-marketing Campaign from MailChimp or ConstantContact’ and specify your e-marketing account and campaign. Enter a campaign description in the text field below and click ‘SAVE’. Once you create…
Legrand CRM is installed on desktop computers and stores data in a Microsoft SQL database on a server. The record data is stored in a Microsoft SQL database. Files such as document attachments, email templates, and word templates are stored in a separate shared folder also referred to as the ‘Legrand Common Folder’. Therefore,…
In Legrand CRM, you can record a contact’s association with other companies in your CRM to keep track and maintain customer relationships. For example, a former employee at Company A who purchased your product now works at Company B and continues to recommend your products to their clients. Go to…
Go to the Contacts module and click the (+) icon on the right. Type in the contact’s first name, last name, company position, phone number, email etc. You can also link a company, set the company contact as the primary contact and assign a responsible team member as the contact…
The Companies module helps you keep track of every company you do business with and the entire history of the customer relationship. Main company information A company record stores information such as the company name, address, phone numbers, company type, company contacts and related CRM activities. Use tags to sort…
If an error occurs during the sync process, you can go into the sync logs to identify the source of the problem. For example, a format sync error could be an invalid email address. Go to the Campaigns module, click the ‘Sync Mailing List’ icon and select ‘View Latest Sync…
Click on the Campaigns module in the top header menu and select the ‘Sync Mailing List’ icon. Use the drop-down field to select a mailing list and click ‘SYNC WITH MAILCHIMP’. Select whether Legrand CRM or MailChimp controls the list and contact names. Click ‘SYNC NOW’ to start the sync…
Click on the Companies module at the top header menu and enter the company name in the search field to find the company record. Click the ellipsis icon in the company record and select ‘Print Report’. Select a print template and click ‘OK’. A print preview of the company report…