Customer Relationship Management (CRM) software and systems are becoming more important for businesses within the sales function. Active Campaign has been evolving and improving to meet the needs of individualistic sales processes that any business may have in practice. One such improvement has been made recently to facilitate B2B businesses. This update is specific to Customer / Client Accounts. ActiveCampaign CRM now includes a top level within the structure of sales records so that you can manage customer relations more effectively.
The following updates have been made to facilitate B2B CRM;
- Ability to see and add a new deal at Account level
- Improved deal pages
- Deal forecasting
- Deal roles
These updates are not only available on the web but also on your mobile applications so that the B2B functionality is available wherever you go.
Account Deals for better B2B sales
The Accounts function offers flexibility to B2B businesses to use a working methodology that best suits their sales process.
- Instead of having to go to a contact to add an opportunity, now you can add a deal in Accounts that represents the opportunity to relevant businesses, companies or contacts.
- See how all your accounts, contacts, and deals are linked.
- Accounts can be used to represent B2B customers, and see all associated contacts and deals.
- Accounts helps you see who your most important contacts are in a deal.
- What a contact’s role is within an account.
- Gives you all the background information to help you make an informed decision about a deal.
Updated detail pages
- The updated pages are designed to load faster.
- The new layout is designed to show you the information and background context in a more quickly understandable and interactive way.
- CRM team members can now keep the customer interaction more personalised as they can access the past context quickly and easily.
Deal Forecasting
- This is a new feature that lets you project you future sales goals and see if your sales team is on the right track to meet those goals.
- Here is how it works; set your deal projections in the “Forecasted Close Date” field on deal detail pages, access the accuracy of your forecasts through the Deal Forecast and use your team’s past performance to forecast your sales going forward.
- The Deal Forecast Report helps you look at projection accuracy month to month by filtering with reference to sales representatives.
Always know who to reach out to with Deal Roles
Deal Roles helps you identify the team members such as decision makers, technical team, finance team etc. It helps you assign roles to the contact as well as your own team members so your team knows who to contact and at what stage of the sales process.
All these updates have been made to simplify, quicken and overall facilitate an improved B2B sales process. So, are you ready to make the most of this new & better CRM?
If you need help with ActiveCampaign please get in touch with us here at Future Marketing Global Limited, email info@www.future-marketing.co.uk to ask one of the team for further information.
