What should you might higher handle your gross sales course of — out of your cellphone?
Generally you’re not at your desk when it’s essential take (or make) an necessary name. When you’re away out of your pc, as soon as the decision ends you may end up with:
- No simple strategy to give the remainder of your group context into the decision
- Disorganized notes that take time so as to add to your contact information
- Particulars which can be forgotten by the point you’re capable of log into your pc
- Incomplete data that results in poor follow-up experiences for patrons
When you’re a gross sales rep that performs calls on the go, the brand new name logging characteristic for iOS and Android makes certain no necessary particulars are misplaced as soon as a cellphone name is over.
Cell name logging makes gross sales extra environment friendly — and prospects extra happy
ActiveCampaign’s new name logging characteristic lets gross sales reps name a contact straight from the app, after which write a abstract concerning the name afterwards.
- Choose both a contact or a deal from the cellular app
- Faucet the cellphone icon beneath the title of who you wish to name
- After the decision is accomplished, a display will seem with pre-populated data:
- The date
- Time of the decision
- Estimated period of the decision
- If calling from a Deal display, additionally, you will see:
- The title of the deal
- The stage of the deal
A clean textual content field offers you the chance to enter a abstract of the decision — matters mentioned, follow-up questions, subsequent steps, issues, or the rest that may give useful context. When you save your abstract, it can seem within the exercise tab for that contact or deal.
A cellular CRM that retains you linked to your most necessary knowledge
The ActiveCampaign cellular app offers you all the things you want out of your CRM in your cellphone, and allows you to replace your offers on the go. You’ll be able to handle your total pipeline from the sector.
- Handle and create offers. Preserve offers flowing by way of the pipeline. Check out current offers, create new ones, and make notes in order that no deal slips by way of the cracks.
- Monitor and assign duties. Cease duties from piling up in your desk whilst you’re out of the workplace. Keep on prime of your to-do checklist, assign duties to your group, set conferences, and mark duties as full.
- Handle accounts from wherever. Get data on the companies you’re employed with. Search your accounts, get the information you want, make updates and add new accounts.
Once you’re only a phone-tap away, you’re there when your prospects want you to be — as a substitute of simply whenever you fireplace up your pc.
With our ongoing updates to CRM cellular performance, you’ll be able to keep linked to your prospects, not your pc. Preserve your most necessary knowledge (and what you are promoting’s pulse) at your fingertips with ActiveCampaign cellular apps.
