Scaling gross sales processes typically refers to placing the precise methods and infrastructure in place to extend your gross sales workforce’s effectivity. The issue is that establishing these processes usually takes loads of time and guide effort – that would in any other case be centered 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 further 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 workforce the headache of leaping between a number of instruments and methods to maintain observe of engagement with an account. Now whenever you view an account document in ActiveCampaign you’ll be capable to see a whole document of current exercise together with:
- Accomplished process exercise and process outcomes on related contacts and offers
- Account proprietor adjustments
- 1:1 emails despatched and obtained by related emails within the CRM
- Engagement monitoring (open and hyperlink clicks) for 1:1 emails
2. Set off an automation when a Contact or Deal process is accomplished
What’s one thing all gross sales reps have in frequent? A mile lengthy to-do checklist. However neglect the pen and paper – ActiveCampaign makes it straightforward to robotically create and handle duties associated to your contacts and offers. Even higher, you may kick off dozens of automated workflows at any time when a process is marked as full. For instance, you may robotically ship a comply with up e mail after a name with a prospect or transfer a result in a distinct stage in your pipeline after a profitable assembly. If you happen to aren’t positive the place to get began, try one of many pre-built process completion automation recipes.
For instance:
- Mechanically ship a comply with up e mail after a name with a prospect
- Transfer a result in a distinct stage in your pipeline after a profitable assembly
- Put a buyer in an onboarding circulate after they signal a contract
- And extra!
To get began check out one among these pre-built automation recipes.
3. Retailer and entry recordsdata in a single handy location
Proposals, order types, contracts, invoices – the checklist of recordsdata 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 prospects. Information on Offers permit you to pull up related recordsdata to your prospects, stopping you from flipping by folders or needing to handle a separate system for file storage.
Our straightforward administration system helps you to do the next with recordsdata 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 info might help you be extra environment friendly in managing your CRM and pipelines and offers ease when managing workflows. You should use this characteristic 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 based mostly on engagement with 1:1 emails
Segmentation is the important thing to deliver extra personalization into your gross sales course of. You may phase automations based mostly on 1:1 e mail opens, clicks, replies and use these circumstances to set off extremely personalised communications and well timed gross sales duties to maneuver offers by your pipeline quicker.
Keep within the learn about the entire newest and best gross sales product updates from ActiveCampaign on our launch updates web page. And when you’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.
