Manage Clients
Sales Playbook #2
Create and manage clients.
Welcome to the comprehensive Client Playbook, a meticulously crafted guide designed to expedite your mastery of client operations within Vision VX.
Our mission is to empower you with a thorough understanding of the intricacies involved in working with clients and equip you with the skills to seamlessly create and manage them in the Vision VX environment.
Start Here:
Create a Client
Creating a new client in Vision VX is a straightforward process designed to help you efficiently manage your client information.
Creating client geographic profiles is a crucial step in refining audience insights and optimizing campaign targeting.
Within this multifaceted platform, Geo Profiles are the indispensable tools meticulously crafted to serve two primary objectives: the acquisition of Audience Insights and the delineation of precise marketing areas for client campaigns.
The beauty of Vision VX lies in its adaptability, allowing you to create a multitude of Geo Profiles, each meticulously calibrated to fulfill distinct insights and campaign purposes.
The Non-Local Client setting plays a crucial role in guiding the recommendation engine to discern suitable products for endorsement or, conversely, products that should not be suggested.
As an illustration, our O&O solutions are inappropriate for recommendation to a client without any presence in a Lee market. This setting ensures precision in tailoring recommendations to align with the specific geographical context and business footprint of each client.
Understanding how to configure settings for non-local clients is essential to enhance the accuracy of the recommendation engine. Follow these steps to properly set up a non-local client
View Client Insights
Unlocking valuable client audience insights is a pivotal aspect of optimizing marketing strategies. Follow these steps to seamlessly access and explore client audience insights