{"id":3205,"date":"2023-06-20T19:58:28","date_gmt":"2023-06-20T19:58:28","guid":{"rendered":"https:\/\/solutionsreview.com\/marketing-automation\/?p=3205"},"modified":"2024-02-14T15:57:08","modified_gmt":"2024-02-14T15:57:08","slug":"the-activecampaign-sales-automation-features-to-know-about","status":"publish","type":"post","link":"https:\/\/solutionsreview.com\/marketing-automation\/the-activecampaign-sales-automation-features-to-know-about\/","title":{"rendered":"The ActiveCampaign Sales Automation Features to Know About"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3206\" src=\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2023\/06\/The-ActiveCampaign-Sales-Automation-Features-to-Know-About.jpg\" alt=\"The ActiveCampaign Sales Automation Features to Know About\" width=\"800\" height=\"400\" srcset=\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2023\/06\/The-ActiveCampaign-Sales-Automation-Features-to-Know-About.jpg 800w, https:\/\/solutionsreview.com\/marketing-automation\/files\/2023\/06\/The-ActiveCampaign-Sales-Automation-Features-to-Know-About-300x150.jpg 300w, https:\/\/solutionsreview.com\/marketing-automation\/files\/2023\/06\/The-ActiveCampaign-Sales-Automation-Features-to-Know-About-768x384.jpg 768w, https:\/\/solutionsreview.com\/marketing-automation\/files\/2023\/06\/The-ActiveCampaign-Sales-Automation-Features-to-Know-About-540x270.jpg 540w, https:\/\/solutionsreview.com\/marketing-automation\/files\/2023\/06\/The-ActiveCampaign-Sales-Automation-Features-to-Know-About-162x81.jpg 162w, https:\/\/solutionsreview.com\/marketing-automation\/files\/2023\/06\/The-ActiveCampaign-Sales-Automation-Features-to-Know-About-360x180.jpg 360w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p style=\"text-align: justify;\"><em><strong>The editors at Solutions Review compiled an overview of the <a href=\"https:\/\/www.activecampaign.com\/promo\/solutionsreview\/?_r=4WBZ77Y6\" target=\"_blank\" rel=\"noopener nofollow\" class=\"external\">ActiveCampaign<\/a> sales automation features companies should know how to use.<\/strong><\/em><em><strong> Solutions Review participates in affiliate programs. We may make a small commission from products purchased through this resource.<\/strong><\/em><\/p>\n<p style=\"text-align: justify;\">Sales automation solutions can help companies of all sizes eliminate the time-consuming manual tasks that prevent sales representatives from doing what they do best: closing deals. With sales automation on their side, sales teams can improve how they manage customer relationships,\u00a0automate emails,\u00a0analyze data,\u00a0understand team performance, identify areas for improvement, and ensure they stay ahead of their competition. However, <a href=\"https:\/\/solutionsreview.com\/marketing-automation\/the-best-sales-automation-tools-and-software\/\" target=\"_blank\" rel=\"noopener\">finding the best sales automation tools<\/a> is easier said than done.<\/p>\n<p style=\"text-align: justify;\">To help, the Solutions Review editors have compiled a rundown of the sales automation features available on <a href=\"https:\/\/www.activecampaign.com\/promo\/solutionsreview\/?_r=4WBZ77Y6\" target=\"_blank\" rel=\"noopener nofollow\" class=\"external\"><strong>ActiveCampaign<\/strong><\/a>, a leading email marketing, CRM, sales, and marketing solution provider for companies across industries.<\/p>\n<p style=\"text-align: justify;\"><div class=\"box box3\">Learn more about<strong><span style=\"color: #ff0000;\"> <a style=\"color: #ff0000;\" href=\"https:\/\/www.activecampaign.com\/promo\/solutionsreview\/?_r=4WBZ77Y6\" target=\"_blank\" rel=\"noopener nofollow\" class=\"external\">the capabilities available with ActiveCampaign&#8217;s software<\/a><\/span>.<\/strong><\/div><\/p>\n<h2 style=\"text-align: center;\"><strong>The ActiveCampaign Sales Automation Features to Know About<\/strong><\/h2>\n<hr \/>\n<h3><strong>Contact Management<\/strong><\/h3>\n<p style=\"text-align: justify;\">Managing contacts can be one of the most time-intensive tasks a sales rep is responsible for, but it doesn&#8217;t have to be. ActiveCampaign&#8217;s sales suite can automate the contact management process and let users see the entire sales process in a single glance. Users can automate tasks like sales routing and automatically track a particular rep&#8217;s interactions with a customer. This makes it easier for other sales representatives to pick up where a colleague has left off.<\/p>\n<h3><strong>Lead Scoring<\/strong><\/h3>\n<p style=\"text-align: justify;\">Knowing what leads should be prioritized is crucial to the sales process. However, when the process requires a sales professional to spend precious time analyzing individual leads, it can hinder growth. That&#8217;s where automated lead scoring tools can help, as they can automatically assess a company&#8217;s database of leads, segment them into various buckets, and identify win probability so your sales team can focus their team on the phone calls and outreach that generate revenue and develop lasting customer relationships.<\/p>\n<h3><strong>Appointment Scheduling<\/strong><\/h3>\n<p style=\"text-align: justify;\">Appointments can come from multiple places (a contact form, a phone call with a service rep, an email, etc.), and managing an influx of requests can become a pinpoint for sales teams with limited time. With ActiveCampaign, companies can set up automations that send a meeting request email that provides a sales rep with the information a contact provided, streamlining the scheduling and prioritization process. The automation will also move that particular contact further down the pipeline based on the type of meeting they&#8217;re asking for (i.e., product demo).<\/p>\n<h3><strong>Deal Management<\/strong><\/h3>\n<p style=\"text-align: justify;\">On top of segmenting and scoring leads, ActiveCampaign&#8217;s sales automation functionalities can also streamline creating and updating leads. For example, users can set up automations that make a new deal whenever someone fills out a form, requests a demo, or downloads a lead magnet (i.e., whitepaper, product brief). These automations will also update the deal based on the lead&#8217;s actions, move them to a new stage of the sales funnel, update their status, and even provide automatic assessments of the lead&#8217;s value.<\/p>\n<h3><strong>Lead Distribution<\/strong><\/h3>\n<p style=\"text-align: justify;\">Sales automation can also help streamline internal sales processes, like assigning particular leads to different sales representatives. ActiveCampaign&#8217;s sales automation tools can automatically assess and distribute leads based on various factors, including the lead score, win probability, customer engagement data, territory, and deal value, providing each prospective customer with the best possible experience. It can even use a &#8220;round-robin&#8221; format to ensure every sales team member receives the same volume of leads.<\/p>\n<hr \/>\n<h3 style=\"text-align: center;\"><a href=\"https:\/\/www.activecampaign.com\/promo\/solutionsreview\/?_r=4WBZ77Y6\" target=\"_blank\" rel=\"noopener nofollow\" class=\"external\"><span style=\"color: #ff0000;\">Want to Learn More? Click Here to Save 15% on an Annual ActiveCampaign Subscription\u00a0<\/span><\/a><\/h3>\n<hr \/>\n<div class=\"widget\"><div class=\"aside-card\">\t\t\t<div class=\"textwidget\"><p><a class=\"speedbump-3\" href=\"https:\/\/solutionsreview.com\/marketing-automation\/marketing-automation-buyers-guide\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-1682\" title=\"Marketing Automation Buyer's Guide\" src=\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2019\/02\/marketing-automation-bg-speedbump.jpg\" width=\"800\" height=\"225\" \/><\/a><\/p>\n<\/div>\n\t\t<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>The editors at Solutions Review compiled an overview of the ActiveCampaign sales automation features companies should know how to use. Solutions Review participates in affiliate programs. We may make a small commission from products purchased through this resource. Sales automation solutions can help companies of all sizes eliminate the time-consuming manual tasks that prevent sales [&hellip;]<\/p>\n","protected":false},"author":57,"featured_media":3206,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[5],"tags":[82,2483,2484,103,828],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The ActiveCampaign Sales Automation Features to Know About<\/title>\n<meta name=\"description\" content=\"The editors at Solutions Review have compiled an overview of the ActiveCampaign sales automations features it offers to users.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/solutionsreview.com\/marketing-automation\/the-activecampaign-sales-automation-features-to-know-about\/\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"William Jepma\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/the-activecampaign-sales-automation-features-to-know-about\/\",\"url\":\"https:\/\/solutionsreview.com\/marketing-automation\/the-activecampaign-sales-automation-features-to-know-about\/\",\"name\":\"The ActiveCampaign Sales Automation Features to Know About\",\"isPartOf\":{\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/the-activecampaign-sales-automation-features-to-know-about\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/the-activecampaign-sales-automation-features-to-know-about\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2023\/06\/The-ActiveCampaign-Sales-Automation-Features-to-Know-About.jpg\",\"datePublished\":\"2023-06-20T19:58:28+00:00\",\"dateModified\":\"2024-02-14T15:57:08+00:00\",\"author\":{\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/#\/schema\/person\/b7f0c44f1344c174fcf3ca4d617e9976\"},\"description\":\"The editors at Solutions Review have compiled an overview of the ActiveCampaign sales automations features it offers to users.\",\"breadcrumb\":{\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/the-activecampaign-sales-automation-features-to-know-about\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/solutionsreview.com\/marketing-automation\/the-activecampaign-sales-automation-features-to-know-about\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/the-activecampaign-sales-automation-features-to-know-about\/#primaryimage\",\"url\":\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2023\/06\/The-ActiveCampaign-Sales-Automation-Features-to-Know-About.jpg\",\"contentUrl\":\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2023\/06\/The-ActiveCampaign-Sales-Automation-Features-to-Know-About.jpg\",\"width\":800,\"height\":400,\"caption\":\"The ActiveCampaign Sales Automation Features to Know About\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/the-activecampaign-sales-automation-features-to-know-about\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/solutionsreview.com\/marketing-automation\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"The ActiveCampaign Sales Automation Features to Know About\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/#website\",\"url\":\"https:\/\/solutionsreview.com\/marketing-automation\/\",\"name\":\"Marketing Automation Platforms | Solutions Review\",\"description\":\"Evaluating Enterprise MarTech, CRM Software, Email Tools &amp; B2B Nurture Platforms.\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/solutionsreview.com\/marketing-automation\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/#\/schema\/person\/b7f0c44f1344c174fcf3ca4d617e9976\",\"name\":\"William Jepma\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2023\/08\/William_Jepma_600.jpg\",\"contentUrl\":\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2023\/08\/William_Jepma_600.jpg\",\"caption\":\"William Jepma\"},\"description\":\"William Jepma is an editor and analyst at Solutions Review who aims to keep readers across industries informed and excited about the newest developments in the worktech, marketing, cybersecurity, and broader enterprise technology and AI categories. You can connect with him on LinkedIn or reach him via email at wjepma@solutionsreview.com.\",\"sameAs\":[\"https:\/\/solutionsreview.com\/\",\"https:\/\/www.linkedin.com\/in\/william-jepma\/\",\"https:\/\/x.com\/WorktechReview\"],\"url\":\"https:\/\/solutionsreview.com\/marketing-automation\/author\/wjepma\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"The ActiveCampaign Sales Automation Features to Know About","description":"The editors at Solutions Review have compiled an overview of the ActiveCampaign sales automations features it offers to users.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/solutionsreview.com\/marketing-automation\/the-activecampaign-sales-automation-features-to-know-about\/","twitter_misc":{"Written by":"William Jepma","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/solutionsreview.com\/marketing-automation\/the-activecampaign-sales-automation-features-to-know-about\/","url":"https:\/\/solutionsreview.com\/marketing-automation\/the-activecampaign-sales-automation-features-to-know-about\/","name":"The ActiveCampaign Sales Automation Features to Know About","isPartOf":{"@id":"https:\/\/solutionsreview.com\/marketing-automation\/#website"},"primaryImageOfPage":{"@id":"https:\/\/solutionsreview.com\/marketing-automation\/the-activecampaign-sales-automation-features-to-know-about\/#primaryimage"},"image":{"@id":"https:\/\/solutionsreview.com\/marketing-automation\/the-activecampaign-sales-automation-features-to-know-about\/#primaryimage"},"thumbnailUrl":"https:\/\/solutionsreview.com\/marketing-automation\/files\/2023\/06\/The-ActiveCampaign-Sales-Automation-Features-to-Know-About.jpg","datePublished":"2023-06-20T19:58:28+00:00","dateModified":"2024-02-14T15:57:08+00:00","author":{"@id":"https:\/\/solutionsreview.com\/marketing-automation\/#\/schema\/person\/b7f0c44f1344c174fcf3ca4d617e9976"},"description":"The editors at Solutions Review have compiled an overview of the ActiveCampaign sales automations features it offers to users.","breadcrumb":{"@id":"https:\/\/solutionsreview.com\/marketing-automation\/the-activecampaign-sales-automation-features-to-know-about\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/solutionsreview.com\/marketing-automation\/the-activecampaign-sales-automation-features-to-know-about\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/solutionsreview.com\/marketing-automation\/the-activecampaign-sales-automation-features-to-know-about\/#primaryimage","url":"https:\/\/solutionsreview.com\/marketing-automation\/files\/2023\/06\/The-ActiveCampaign-Sales-Automation-Features-to-Know-About.jpg","contentUrl":"https:\/\/solutionsreview.com\/marketing-automation\/files\/2023\/06\/The-ActiveCampaign-Sales-Automation-Features-to-Know-About.jpg","width":800,"height":400,"caption":"The ActiveCampaign Sales Automation Features to Know About"},{"@type":"BreadcrumbList","@id":"https:\/\/solutionsreview.com\/marketing-automation\/the-activecampaign-sales-automation-features-to-know-about\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/solutionsreview.com\/marketing-automation\/"},{"@type":"ListItem","position":2,"name":"The ActiveCampaign Sales Automation Features to Know About"}]},{"@type":"WebSite","@id":"https:\/\/solutionsreview.com\/marketing-automation\/#website","url":"https:\/\/solutionsreview.com\/marketing-automation\/","name":"Marketing Automation Platforms | Solutions Review","description":"Evaluating Enterprise MarTech, CRM Software, Email Tools &amp; B2B Nurture Platforms.","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/solutionsreview.com\/marketing-automation\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/solutionsreview.com\/marketing-automation\/#\/schema\/person\/b7f0c44f1344c174fcf3ca4d617e9976","name":"William Jepma","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/solutionsreview.com\/marketing-automation\/#\/schema\/person\/image\/","url":"https:\/\/solutionsreview.com\/marketing-automation\/files\/2023\/08\/William_Jepma_600.jpg","contentUrl":"https:\/\/solutionsreview.com\/marketing-automation\/files\/2023\/08\/William_Jepma_600.jpg","caption":"William Jepma"},"description":"William Jepma is an editor and analyst at Solutions Review who aims to keep readers across industries informed and excited about the newest developments in the worktech, marketing, cybersecurity, and broader enterprise technology and AI categories. You can connect with him on LinkedIn or reach him via email at wjepma@solutionsreview.com.","sameAs":["https:\/\/solutionsreview.com\/","https:\/\/www.linkedin.com\/in\/william-jepma\/","https:\/\/x.com\/WorktechReview"],"url":"https:\/\/solutionsreview.com\/marketing-automation\/author\/wjepma\/"}]}},"_links":{"self":[{"href":"https:\/\/solutionsreview.com\/marketing-automation\/wp-json\/wp\/v2\/posts\/3205"}],"collection":[{"href":"https:\/\/solutionsreview.com\/marketing-automation\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/solutionsreview.com\/marketing-automation\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/solutionsreview.com\/marketing-automation\/wp-json\/wp\/v2\/users\/57"}],"replies":[{"embeddable":true,"href":"https:\/\/solutionsreview.com\/marketing-automation\/wp-json\/wp\/v2\/comments?post=3205"}],"version-history":[{"count":0,"href":"https:\/\/solutionsreview.com\/marketing-automation\/wp-json\/wp\/v2\/posts\/3205\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/solutionsreview.com\/marketing-automation\/wp-json\/wp\/v2\/media\/3206"}],"wp:attachment":[{"href":"https:\/\/solutionsreview.com\/marketing-automation\/wp-json\/wp\/v2\/media?parent=3205"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/solutionsreview.com\/marketing-automation\/wp-json\/wp\/v2\/categories?post=3205"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/solutionsreview.com\/marketing-automation\/wp-json\/wp\/v2\/tags?post=3205"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}