Newsletter Subject

How do you prioritize and track leads through the sales funnel?

From

activecampaign.com

Email Address

sales@activecampaign.com

Sent On

Thu, Dec 17, 2020 04:50 PM

Email Preheader Text

Whether you already use a CRM or just save leads in a spreadsheet, there’s a better way to trac

Whether you already use a CRM or just save leads in a spreadsheet, there’s a better way to track customer information, identify warmer prospects, and save time selling. [View in browser]( [Log in ▸]( More sales. More context. Less time. With an automated CRM, you can move leads from one stage to another and streamline your entire sales process. [Create your first pipeline]( How does it work? Organize your sales process No Contact > Outreach > Conversation > Proposal. Think about the steps involved in a typical sale. Whatever your funnel looks like, track and measure movement through each stage within ActiveCampaign, and assign "deals" to yourself or your sales team. [Create a pipeline now.]( Seize every opportunity "Deals" are the unique opportunities you fill your pipeline with. When someone signs up or reaches out for a quote, you can create a deal for them, move them through your pipeline stages, and track what stage they’re in when the deal gets marked as Won or Lost. Dig into the details Tasks. Notes. Emails. Custom fields. Whatever you need to stay on top of things and maintain context, you’ve got it. You can set reminders for calls and meetings, keep organized notes to remember important details, and [sync your email]( with ActiveCampaign for even better tracking and less navigating between tabs. Do less and get more While you can drag deals from one stage to another and manually create new ones, the most exciting part of ActiveCampaign is saving time with automation! Once your pipeline is set up, you can automatically create new deals and add them to it, move them from one stage to another based on certain actions, or take it even further with scoring. [Check out "Automate Sales Team" automation recipes or try building your own.]( [It all starts with a pipeline]( "In 1 month we saw better results than in the previous 2 years of using another CRM." - Luis Ernesto Hernandez Aguirre Corporate Manager of Marketing, Dalton [Read more of Luis's story ▸]( Need help? We understand. When there’s so much you can do, it can be overwhelming. That’s why we put together [this guide on the CRM]( this one on [how sales funnels work]( and all these resources on [sales and CRM best practices, tips, and tricks.]( Happy selling! - The ActiveCampaign Team This email was sent to {EMAIL}. You are receiving it because you have signed up for our service. If you wish to no longer receive emails from us you can [unsubscribe](. ActiveCampaign, 1 North Dearborn Street, 5th Floor, Chicago, IL 60602, United States

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