Scaling gross sales processes typically refers to placing the proper methods and infrastructure in place to extend your gross sales crew’s effectivity. The issue is that establishing these processes usually takes quite a lot of time and handbook 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 additional effort, gross sales reps, or handbook administration.
Check out these 5 easy however mighty methods you should utilize ActiveCampaign’s gross sales options to enhance and scale your gross sales processes.
- Maintain monitor of all account actions in a single handy place
Save your gross sales crew the headache of leaping between a number of instruments and methods to maintain monitor of engagement with an account. Now once you view an account file in ActiveCampaign you’ll be capable to see an entire file of current exercise together with:
- Accomplished process exercise and process outcomes on related contacts and offers
- Account proprietor adjustments
- 1:1 emails despatched and acquired by 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 process is accomplished
What’s one thing all gross sales reps have in frequent? A mile lengthy to-do listing. However neglect the pen and paper – ActiveCampaign makes it straightforward to routinely create and handle duties associated to your contacts and offers. Even higher, you’ll be able to kick off dozens of automated workflows every time a process is marked as full. For instance, you’ll be able to routinely ship a observe up e-mail after a name with a prospect or transfer a result in a unique stage in your pipeline after a profitable assembly. In the event you aren’t positive the place to get began, try one of many pre-built process completion automation recipes.
For instance:
- Mechanically ship a observe up e-mail after a name with a prospect
- Transfer a result in a unique 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 in every of these pre-built automation recipes.
3. Retailer and entry recordsdata in a single handy location
Proposals, order varieties, contracts, invoices – the listing of recordsdata a gross sales rep manages goes on and on. Gross sales reps want fast entry to necessary paperwork in order that they’ll reference them in dialog with prospects and clients. Recordsdata on Offers will let you pull up related recordsdata on your clients, 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. Shortly 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 can assist you be extra environment friendly in managing your CRM and pipelines and offers ease when managing workflows. You should utilize 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 convey 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 situations to set off extremely personalised communications and well timed gross sales duties to maneuver offers by your pipeline quicker.
Keep within the learn about all the newest and biggest gross sales product updates from ActiveCampaign on our launch updates web page. And in the event 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.
