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 circumstances, saving your workforce time and streamlining your processes. On this weblog submit, we’re supplying you with a sneak peek at among the new actions and triggers now we have in retailer for the yr. We’ll even be updating this submit frequently as we launch new enhancements.
Gross sales Automation 101
ActiveCampaign’s CRM is powered by gross sales automation, which optimizes your complete 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 your entire 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 workforce
- Perceive workforce efficiency and determine areas for enchancment
- And extra!
New Gross sales Automation Actions and Triggers
Automate deal activity task to any account person with ease
We heard your suggestions and have up to date the automation motion so now you can assign a activity to any account person by way of the Add a Deal Activity automation motion .
Because of this you’re now not restricted to solely assigning deal duties to the deal proprietor. You’ll be able to select to assign the duty to the account proprietor or any person within the platform. Say goodbye to the restrictions of the previous and good day to the flexibleness and energy of the improved “Add a Deal Activity” automation motion. Attempt it out at the moment and see the way it can streamline your workflow and enhance your productiveness!
Coming Quickly
Listed below are among the new gross sales automation actions and triggers which can be coming quickly:
- Add a Contact Activity automation motion: Create a activity 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.
