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 group time and streamlining your processes. On this weblog publish, we’re supplying you with a sneak peek at a few of the new actions and triggers now we have in retailer for the yr. We’ll even be updating this publish repeatedly 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 possibly can seize and qualify leads extra successfully, and win extra offers than ever earlier than. Gross sales automation lets you:
- Monitor and handle your whole 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 group
- Perceive group efficiency and determine areas for enchancment
- And extra!
New Gross sales Automation Actions and Triggers
Automate deal process project to any account person with ease
We heard your suggestions and have up to date the automation motion so now you can assign a process to any account person by way of the Add a Deal Process automation motion .
Which means that 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 hey to the pliability and energy of the improved “Add a Deal Process” automation motion. Attempt it out at this time and see the way it can streamline your workflow and increase your productiveness!
Coming Quickly
Listed here are a few of the new gross sales automation actions and triggers which might be coming quickly:
- Add a Contact Process automation motion: Create a process 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.
