Nice contact administration is the bread and butter of any efficient CRM, and ActiveCampaign delivers on this entrance.
For starters, they paved the way by way of importing your knowledge.
Simply have a look at what number of choices ActiveCampaign gives 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 gives 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 internet affiliate marketing B2B contacts from Small Enterprise Bonfire to check this characteristic.
Right here’s how a “new contact” card appeared (for reference).
Inside every card, we have been capable of simply add and edit the next data:
- Title
- Telephone quantity
- Job title
- Account & Account proprietor
It’s also possible to create customized fields with just some clicks, making certain your gross sales group has all the data they should successfully goal and shut offers.
As soon as we had all of our contacts enter, we may view them in our contacts dashboard (pictured beneath).
The structure was smooth, straightforward to learn, and modern-looking. Our group discovered it to be extraordinarily user-friendly total.
From there, we may type by tags, lists, and standing (with only a click on).
We may 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 power to simply type your contacts.
