All through 2023, we’ll be persevering with to boost the gross sales automation expertise for our customers. These updates will unlock much more automation use instances, saving your crew time and streamlining your processes. On this weblog put up, we’re supplying you with a sneak peek at a number of the new actions and triggers now we have in retailer for the 12 months. We’ll even be updating this put up commonly as we launch new enhancements.
Gross sales Automation 101
ActiveCampaign’s CRM is powered by gross sales automation, which optimizes your total gross sales course of so you may seize and qualify leads extra successfully, and win extra offers than ever earlier than. Gross sales automation lets you:
- Monitor and handle all your contacts in a single place
- Discover your most certified leads with lead scoring
- Assign open alternatives to gross sales reps
- Create and replace contacts, offers, and accounts robotically
- Nurture leads all through the gross sales funnel
- Assign duties and results in your gross sales crew
- Perceive crew efficiency and establish areas for enchancment
- And extra!
New Gross sales Automation Actions and Triggers
Automate deal job task to any account consumer with ease
We heard your suggestions and have up to date the automation motion so now you can assign a job to any account consumer by way of the Add a Deal Activity automation motion .
Which means that you’re not restricted to solely assigning deal duties to the deal proprietor. You may select to assign the duty to the account proprietor or any consumer within the platform. Say goodbye to the constraints of the previous and howdy to the flexibleness and energy of the improved “Add a Deal Activity” automation motion. Attempt it out immediately and see the way it can streamline your workflow and enhance your productiveness!
Coming Quickly
Listed below are a number of the new gross sales automation actions and triggers which can be coming quickly:
- Add a Contact Activity automation motion: Create a job related to a contact as they transfer by way of an automation.
- Add an Account Motion automation motion: Create a brand new account and assign it to a contact as they transfer by way of an automation.
