Scaling gross sales processes usually refers to placing the best methods and infrastructure in place to extend your gross sales staff’s effectivity. The issue is that establishing these processes usually takes numerous time and guide effort – that might in any other case be targeted on closing extra offers.
The answer? ActiveCampaign’s gross sales instruments are as highly effective as your have to develop and make it doable so that you can scale your gross sales processes, with none additional effort, gross sales reps, or guide administration.
Check out these 5 easy however mighty methods you need to use ActiveCampaign’s gross sales options to enhance and scale your gross sales processes.
- Hold observe of all account actions in a single handy place
Save your gross sales staff the headache of leaping between a number of instruments and methods to maintain observe of engagement with an account. Now while you view an account document in ActiveCampaign you’ll be capable of see a whole document of latest exercise together with:
- Accomplished activity exercise and activity outcomes on related contacts and offers
- Account proprietor adjustments
- 1:1 emails despatched and obtained via linked emails within the CRM
- Engagement monitoring (open and hyperlink clicks) for 1:1 emails
2. Set off an automation when a Contact or Deal activity is accomplished
What’s one thing all gross sales reps have in widespread? A mile lengthy to-do listing. However overlook the pen and paper – ActiveCampaign makes it simple to mechanically create and handle duties associated to your contacts and offers. Even higher, you’ll be able to kick off dozens of automated workflows each time a activity is marked as full. For instance, you’ll be able to mechanically ship a observe up electronic mail after a name with a prospect or transfer a result in a special stage in your pipeline after a profitable assembly. When you aren’t positive the place to get began, try one of many pre-built activity completion automation recipes.
For instance:
- Robotically ship a observe up electronic mail after a name with a prospect
- Transfer a result in a special stage in your pipeline after a profitable assembly
- Put a buyer in an onboarding movement after they signal a contract
- And extra!
To get began check out one in every of these pre-built automation recipes.
3. Retailer and entry information in a single handy location
Proposals, order types, contracts, invoices – the listing of information a gross sales rep manages goes on and on. Gross sales reps want fast entry to essential paperwork in order that they’ll reference them in dialog with prospects and clients. Information on Offers permit you to pull up related information in your clients, stopping you from flipping via folders or needing to handle a separate system for file storage.
Our simple administration system helps you to do the next with information in a number of codecs (like pdf, doc, csv, jpg, and extra!):
- Add
- Rename
- Obtain
- Delete
4. Rapidly edit a number of accounts and offers to maintain your CRM organized and up-to-date.
An organized and up-to-date CRM is on the basis of each profitable gross sales course of. However gone are the times of reviewing and updating accounts and offers one after the other. Bulk modifying account and deal data might help you be extra environment friendly in managing your CRM and pipelines and supplies ease when managing workflows. You should utilize this function to re-assign offers to new reps, transfer a number of offers over to a brand new pipeline, or make bulk edits to customized fields – all of in a matter of some clicks.
5. Phase automations primarily based on engagement with 1:1 emails
Segmentation is the important thing to carry extra personalization into your gross sales course of. You may section automations primarily based on 1:1 electronic mail opens, clicks, replies and use these circumstances to set off extremely personalised communications and well timed gross sales duties to maneuver offers via your pipeline quicker.
Keep within the find out about all the newest and biggest gross sales product updates from ActiveCampaign on our launch updates web page. And for those who’re not a buyer however prepared to begin scaling your gross sales course of, Join a free 14-day trial and see what the hype is all about.
