As an agency, you may be wondering “How can I manage my clients' campaigns within LGM ?”. Here is the answer: It’s how you want!
Table of contents
Overview
In LGM, you can have multiple identities. You can manage them in two different ways:
All-in-one: All identities into the same account
Separate: You can distribute your identities between different accounts
Option 1 - Regrouping everything
You can regroup all of your identities into a single organization, even for different clients. Here, you can see that we have several identities under the same account :
Once all the identities are connected, you can manage all campaigns and leads, and even handle replies using the Inbox, if you wish to.
Advantages of this approach
You centralize everything
You control the automatization of all identities
You have a centralized lead portfolio meaning you can share leads between your different identities/customer
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 members of the account, they will see all the campaigns/leads/identities of all your other clients as well...
Option 2 - Separate accounts
Another possible approach consists of creating separate accounts for each of your clients.
Advantages of this approach :
You can let your client manager itself and be responsible for his performance. You just have to set up everything, and you’ll bring him a solution key in hand.
Each client has an account and no access to other customers' data
You can have a separate view of each client's performance and a much more personalized monitoring
You can connect one CRM by account
Disadvantages of this approach
If you're letting your client manage his account, he's responsible for his performance which also means he can ruin his performance
You will have to switch between different accounts to manage them
You will not have a centralized lead portfolio (still you can export leads via CSV and import them into another account ;))
It’s up to you now!
If you need more information, don't hesitate to contact us directly via in-app chat!