Welcome to Convertr!
We are excited to have you with us and get you moving on our platform. This article will provide some more information on who Convertr is, some key concepts, and provide you with essential starting points for the Convertr platform.
We understand that there are various ways that you may be looking to use the platform so we will try and help point you in the right direction. Please do reach out to your CSM or our wonderful Support team if you need further assistance.
👥 Who is Convertr?
Convertr is the lead management operating system for marketers
We enable businesses to orchestrate, validate and optimise their lead data, increasing velocity and driving higher conversion rates. Convertr also enables end-to-end vendor management, allowing users to optimise their campaigns and track the ROI of their suppliers.
Sitting at the heart of your technology stack, Convertr enhances and strengthens the capabilities of your CRM and marketing automation systems, and ensures that your Sales team have access to optimised, actionable lead data.
📝 How Does Convertr Fit Into My Process?
Your exact use case may not include everything you see in the diagram below and your CSM will help to ensure your exact end-to-end Workflow, but the diagram is a wonderful resource to visually display exactly how Convertr may fit into your process.
On the left-hand side, you have your Inputs, this is where you get your leads from, whether it is from Content Syndication, Paid Social, or more. | On the right-hand side we have where your leads are going to go, this may be a client's CRM or a Salesforce instance as an example, however, this can be anywhere and sent in a schedule as needed. |
🔗 Where Do I Start?
That is a good question! Choose a statement below which best fits you use case:
"I am interested in a full demo of the product" | Populate the Request a Demo Form and our Sales Team will guide you from there! |
"I am a new user and want to start creating my first campaign" | We recommend checking out this article to help point you in the right direction |
"I am delivering to a Convertr platform" | You may need to reach out to your client for specific Campaign information, but this article may help you get going. |
"I am looking for the Publisher Certification" |
Our Publisher Certification Can be found here. |
"I am an existing user and need a refresh of knowledge" | We recommend using the Search functionality to identify exactly what you are looking for. If you are still unsure this article can help guide you. |
"I would like to submit a ticket to Support" | You can submit a Support Ticket directly in the Convertr Platform you are working with or within this Help Centre by clicking the green 'Help' button. |