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Nice contact administration is the bread and butter of any efficient CRM, and ActiveCampaign delivers on this entrance.
For starters, they cleared the path when it comes to importing your knowledge.
Simply have a look at what number of choices ActiveCampaign affords to import knowledge with only a click on.
This basically eliminates the chance value of switching to ActiveCampaign from one other program.
Along with importing knowledge, ActiveCampaign affords the next contact administration options:
- Customized fields
- Tags
- Segmentation choices
- Lead scoring
All these instruments make managing your contacts a breeze. Their consumer interface makes it straightforward to seek out what you’re searching for and rapidly edit or view your contacts’ data.
We added our affiliate internet marketing B2B contacts from Small Enterprise Bonfire to check this characteristic.
Right here’s how a “new contact” card regarded (for reference).
Inside every card, we had been in a position to simply add and edit the next data:
- Title
- Electronic mail
- Telephone quantity
- Job title
- Account & Account proprietor
You may also create customized fields with just some clicks, guaranteeing your gross sales staff has all the data they should successfully goal and shut offers.
As soon as we had all of our contacts enter, we might view them in our contacts dashboard (pictured under).
The structure was smooth, straightforward to learn, and modern-looking. Our staff discovered it to be extraordinarily user-friendly total.
From there, we might kind by tags, lists, and standing (with only a click on).
We might additionally use the useful search bar to seek out particular contacts immediately.
Our takeaway: ActiveCampaign makes contact administration easy whereas offering many choices to import your knowledge, an intuitive consumer interface, and the flexibility to simply kind your contacts.
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