How do you present a significant buyer expertise that may improve buyer loyalty and speed up the expansion of your corporation? The brief reply is knowledge. The information you utilize to run your corporation is your most precious asset and it’s essential to have it organized and structured in a manner that makes it simple to make use of.
There are various methods to handle your corporation knowledge inside ActiveCampaign. On this article you’ll be taught which choice is greatest for you and easy methods to take motion on that knowledge utilizing customized reviews, automation, types, and e-mail personalization.
What are your choices for managing contact info?
There are three normal choices for managing contact info in ActiveCampaign together with Contacts, Accounts, and Offers. These have related normal fields and customized fields that allow you to seize further details about your contacts, offers, and accounts so you possibly can handle your corporation knowledge.
Contact information mixture and manage all the data you’ve collected a couple of contact. From the contact document you possibly can edit and add info and quite a lot of contact administration options can be found to you. You’ll be able to subscribe and unsubscribe from lists, begin and cease automations, and add and take away tags. From the contact document you may also see a stream of the contact’s latest exercise, create duties, and add notes.
Accounts information then again, allow you to retailer and observe particulars associated to a better enterprise account. Inside an account document you possibly can see all contacts related to a enterprise, and create segments and personalize emails with account fields.
And at last, there are deal information. A deal document in a pipeline comprises info pertaining to a possible sale or alternative—it’s the place you develop your gross sales course of and get your results in take motion. Every deal can have a main contact and secondary contacts.
If it’s worthwhile to seize further info that doesn’t moderately match into contact, accounts, or offers, you possibly can create your individual customized objects or import knowledge from superior app integrations.
What are customized objects?
Customized objects provide the pliability to mannequin, handle, and automate your knowledge in a manner that displays your distinctive enterprise. With customized objects you possibly can create dynamic relationships between normal objects like Contacts, Accounts or Offers and any knowledge you utilize to run your corporation reminiscent of merchandise, conferences, assist tickets, occasions, and extra.
Which means that ActiveCampaign will be utterly custom-made to swimsuit the wants of your rising enterprise. And your prospects will profit from having extra streamlined and related touchpoints powered by your knowledge.
In case you are in search of a versatile and scalable manner to herald knowledge that’s distinctive to your corporation, customized objects could be the choice for you. Higher but, they are often created straight throughout the ActiveCampaign platform — no coding required.
What about superior app integrations?
Your tech stack encompasses a number of invaluable knowledge however it may possibly oftentimes change into siloed and mismanaged. In lots of circumstances, the worth of your corporation’ knowledge shines essentially the most when it’s mixed with knowledge out of your different apps and instruments. That’s why ActiveCampaign provides you entry to a library of 870+ app integrations.
A number of apps particularly have been enhanced to populate knowledge from the app on to a contact document. You’ll be capable to construct extra highly effective and distinctive automations throughout your complete expertise stack utilizing knowledge out of your favourite apps. In the event you use any of those apps you possibly can expertise the improved capabilities now:
- Calendly: See all of your essential occasion particulars, like occasion kind, date and time, location, assembly particulars, standing, and a hyperlink to go to Calendly on to view all occasion particulars. The improved integration helps you to set off automations when Calendly occasions are created or up to date.
- Salesforce: Create or replace an Alternative in Salesforce and robotically kick off a collection of inner alerts or duties, set off an onboarding message sequence, ship a message to the contact throughout the Alternative, and extra.
- Zendesk Help: Mechanically sync prospect info like web site visits, e-mail opens, open assist tickets and type fills between ActiveCampaign and Zendesk Help so your buyer by no means will get a gross sales name whereas they’re in the midst of resolving a assist problem.
3 methods to make your knowledge actionable
Automations assist to attach each channel you utilize in your corporation and use that key knowledge to enhance buyer interactions. You’ll be able to pull in and automate knowledge from customized objects, your favourite app integrations, e-mail advertising and marketing, social media, digital promoting, your web site and extra. Listed here are a couple of examples of actions you are taking with automation:
- Create intelligence-driven automated e-mail follow-up
- React to contact conduct in real-time
- Collect knowledge to create profiles of your contacts
- Qualify and robotically distribute leads
- Offers will be managed and up to date robotically
- Use contact knowledge to enhance gross sales perception
You’ll be able to robotically populate knowledge to your contact information whenever you construct types utilizing normal or customized object fields. From there you need to use that knowledge to set off welcome collection, add them to distribution lists and tailor your communications.
Electronic mail Personalization
Maintain prospects fascinated with your content material and merchandise with constant and related content material. A method to make sure personalised messaging is to drag in knowledge from customized objects or superior app integrations reminiscent of Calendly assembly particulars or a Zendesk assist ticket standing.
Utilizing a mixture of those options helps you to construct the platform your manner and units your knowledge as much as straight assist your gross sales and advertising and marketing efforts. When the information you utilize to run your corporation is organized and actionable, you’ll reap the advantages of a greater buyer expertise.
The flexibility to create customized objects and customized reviews is just out there to Enterprise plans. Log in to create your individual customized objects or customized reviews, or improve now to take full benefit.