As an agency, you may be wondering “How can I manage the campaigns of my clients within LGM ?”. Here is the answer: It’s how you want!
Table of contents
Overview
In LGM, you can have multiple identities, with each identity assigned to a widget. A widget can handle several identities. If you are unfamiliar with these terms, please refer to this article.
Option 1 - Regrouping everything
You can regroup all of your identities into a single organization, even if it’s for different clients. Here, you can see that we have several identities under the same account :
Once all the identities are connected, you will be able to manage all campaigns and leads, and even handle replies using the Inbox, from the same widget, if you wish to.
Advantages of this approach
You centralise everything
You control the automatisation because you're using your widget
Disadvantages
You cannot connect several CRMs (Hubspot or Pipedrive, just one natively synchronized. Otherwise, you’ll need to use Zapier!
There are no permission rules. This means that if you invite your clients as managers of the account, they will see all the campaigns of all your other clients as well...
Option 2 - Let the client manage himself
Another possible approach consists of creating separate accounts for each of your clients. The main drawback is that they will have to handle the widget themselves since you cannot have multiple widgets from different accounts running from the same computer.
It means that you must trust your clients in the utilisation of the widget.
Advantages of this approach :
The client is responsible for his performance. You just have to set up everything, and you’ll bring him a solution key in hand.
Disadvantages of this approach
The client is responsible for his performance. Meaning that you don’t have a view of if the widget is opened and functional on his computer.
Option 3 - Centralise everything...not on your computer
It’s a mix of both! You can buy an old computer, and his only purpose will be to keep LGM open 24h/24h. You’ll be able to manage several identities in different time zones and work hours without worrying.
Advantages of this approach
Everything! Your computer remains open 24/24 hours, and you don’t have to worry about anything.
Disadvantages of this approach
Nothing!
Do I have separate workspaces for my different clients?
For now, no! But you can ask our team to develop it! The more people will vote, the more we will deliver it faster! 😉
It’s up to you now!
With those approaches and depending on your services and what you deliver to your clients, you surely find something that suits you. You can read those articles if you want to go further!