virtual assistant phenom | active campaign using deals/crm and syncing your personal email account

ActiveCampaignUsing Deals / CRM + Syncing your Personal Email Account

Presented by: Virtual Assistant Phenom

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www.virtualassistantphenom.com Using Deals / CRM + Syncing your Personal Email Account

www.virtualassistantphenom.com

WANT TO SEE HOW SALES AUTOMATION WORKS IN

ACTIVECAMPAIGN?

Using Deals / CRM + Syncing your Personal Email Account


Most Definitely,

Yes!



BEFORE CREATING SALES AUTOMATION INSIDE

ACTIVECAMPAIN



YOU NEED TO DEFINE WHAT SALES PROCESS



FITS THE NEEDS OF YOUR BUSINESS



LET’S GO AHEAD AND LOG IN



YOU CAN SIGN UP USING A FREE TRIAL



OR



(YES, YOU CAN TRY IT FOR FREE- NO NEED FOR CREDIT CARD)



THAT’S GREAT!



ONCE YOU’VE GOT YOUR LOG IN DETAILS WORKING



YOU WILL SEE THIS SCREEN



YOU CAN CLICK DEALS



NOW WE’RE GOING TO CREATE A PIPELINE



WHAT’S A PIPELINE?



YOU USE PIPELINE FOR YOUR SALES PROCESS



IT’S A DEFINED SET OF STAGES FOR A SALES

PROCESS



CLICK GENERAL PIPELINE



THEN CLICK ADD A NEW PIPELINE


JUST A NOTE TO REMEMBER


WHEN NAMING YOUR PIPELINE, IT’S IMPORTANT THAT

YOU SHOULD NAME IT FOR DIFFERENT SALES PROCESSES


01


EXAMPLE ON NAMING YOUR PIPELINE SALES PROCESS

YOU CAN NAME YOUR SALES PROCESS FOR SELLING ADS

02 YOU CAN NAME YOUR SALES PROCESS FOR SUBSCRIPTION SERVICES

03 YOU CAN NAME YOUR SALES PROCESS FOR FOLLOW UPS WITH EXISING CUSTOMERS TO TRY TO UPSELL

THEM



ENTER PIPELINE NAME:



YOUR DEFAULT CURRENCY



CHOOSE AUTO DEAL ASSIGNMENT



IN AUTOMATIC DEAL ASSIGNMENT



YOU HAVE TWO OPTIONS FOR AUTOMATIC DEAL DISTRIBUTION



YOU CAN CHOOSE ROUND ROBIN



ROUND ROBIN – Will evenly distribute deals in a round robin manner



YOU CAN CHOOSE DISTRIBUTED BASED ON VALUE



DISTRIBUTED BASED ON VALUE– Will use a combination of round robin

and deal value to ensure that everyone gets about the same amount of “value” over time.



ONCE DONE,CLICK ADD PIPELINE



THIS ARE STAGES OF YOUR SALES PROCESS



YOU CAN ADD DEALS BY CLICKING



CLICK HERE



OR BY CLICKING WITHIN THE STAGES



BY ADDING DEALS



NOW ENTER DETAILS



ENTER DEAL TITLE



ENTER EMAIL ADDRESS



ENTER ORGANIZATION



SELECT PIPELINE



SELECT STAGE



SELECT OWNER



ENTER VALUE



ENTER NAME



ENTER PHONE



CLICK ADD DEAL TO END




IF YOU WANT TO VIEW THE DETAILS OF THE DEAL THAT WAS

ADDED – YOU CAN HOVER YOUR CURSOR ON THE

ADDED DEAL...



YOU WILL SEE “VIEW”



CLICK “VIEW”



YOU CAN VIEW DETAILS ON YOUR DEALS



YOU CAN VIEW PERSONAL DATA



YOU CAN SEE THE ENTIRE HISTORY OF YOUR CONTACT



OR ANY AUTOMATIONS YOUR CONTACT HAVE GONE THROUGH



BY CLICKING GEAR ICON



YOU WILL SEE THIS OPTION



YOU CAN ADD A NEW FIELD



AND BY CLICKING ADD A NEW FIELD



AND CHOOSE WHAT TYPE OF FIELD YOU LIKE TO ADD



YOU CAN ADD TASK



YOU CAN ADD NOTE



YOU CAN SEND EMAIL



WHEN YOU ADD TASK, AND ADD NOTES



YOU CAN EDIT THE DATE AND TIME



THEN CLICK ADD TASK



YOU CAN SEE THE INFORMATION WILL BE UPDATED ON THE DEAL

SCREEN



INFORMATIONS ADDED WILL BE PRIORITIZE WITH THE MOST URGENT

TASK ON TOP



THAT IS HOW YOU ADD TASK, AND ADD NOTES



HOW ABOUT SEND EMAIL?



YES, NOW WE’RE GOING TO SYNC YOUR EMAIL ACCOUNT AS

PROMISED



YOU MIGHT HAVE NOTICED THIS THAT SAYS“CONNECT YOUR EMAIL

ACCOUNT…”



YOU CAN CLICK “CONNECT NOW” OR



GO TO MY SETTINGS, BY CLICKING THE ARROW DOWN BESIDE YOUR NAME



CLICK DEALS



NOW YOU CAN ADD YOUR EMAIL ACCOUNT, BY CLICKING ADD IMAP

ACCOUNT



ENTER DETAILS REQUIRED



AND THEN CLICK NEXT STEP




YOU NEED TO BE LOGGED IN – USING YOUR EMAIL ACCOUNT TO BE

CONNECTED



CLICK NEXT STEP



YOU WILL BE REDIRECTED TO YOUR EMAIL ACCOUNTS LOG IN SCREEN



IF YOU’RE USING GMAIL ACCOUNT



LOG IN – USING YOUR EMAIL ACCOUNT DETAILS



IF YOU’RE USING GMAIL ACCOUNT



CLICK ALLOW


WHEN YOU’VE SUCCESSFULLY DONE ADDED YOUR EMAIL ACCOUNT




Note: ( email account deliberately blurred )


YOU HAVE YOUR EMAIL ACCOUNT



YOU CAN ALSO CHANGE THE PRIVACY SETTINGS



FROM “ANY ONE CAN SEE EMAILS FROM THIS

ADDRESS”


OR “ONLY I CAN SEE EMAILS FROM THIS ADDRESS”


AND YOUR EMAIL ACCOUNT IS ADDED



NOW, WE CAN GO BACK TO OUR DEALS



“VIEW” YOUR DEALS



CLICK VIEW


CLICK SEND EMAIL


ENTER YOUR SUBJECT AND MESSAGE



THEN CLICK SEND EMAIL


YOU WILL SEE YOUR EMAIL IN THE DEALS SCREEN –CLICKING EMAILS

TAB


BY DOING THIS - EMAIL HISTORY REGARDING THE DEALS ARE NOW

CONSOLIDATED AND ARE ALSO ACCESSIBLE TO EVERYONE IN YOUR

TEAM



THAT’S REALLY A SIMPLE

CRM



YES, ACTIVECAMPAIGN HAS MADE A VERY SIMPLE APPROACH ON CRM

WORKFLOW



AND, YOU CAN CREATE MULTIPLE STAGES – WHATEVER YOUR SALES

PROCESS NEEDS



JUST CLICK THIS GEAR ICON


THEN CLICK ADD STAGE


TYPE YOUR STAGE NAME


SELECT YOUR PREFERRED HEADER BACKGROUND COLOR


THEN CLICKADD STAGE


NOW YOU HAVE ADDED A NEW STAGE IN YOUR PIPELINE


YOU CAN DRAG STAGES ACCORDING TO YOUR PREFERENCES



FROM HERE

TO HERE


BY IMPLEMENTING THIS - YOUR SALES PROCESS WILL BE

MANAGEABLE AND ORGANIZED



YOU CAN DO ALL THIS IN A SINGLE SYSTEM- IT’S GREAT FOR SMALL TO

MEDIUM SIZED BUSINESSES



THAT’S SO EXCITING!



CAN’T WAIT TO START USING THIS!



FIN


Your Virtual Assistant with Great Ingenuity!

Email / Website [email protected]


My LocationTourists Club AreaAbu Dhabi, United Arab Emirates,

Get in touchI want to hear from you

My Phone(971) 509 435360

mailto:[email protected]

Get in touchI want to hear from you


virtual assistant phenom | active campaign using deals/crm and syncing your personal email account

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