HomeTECHHow To Use The ActiveCampaign CRM Tool?

How To Use The ActiveCampaign CRM Tool?

ActiveCampaign CRM is a technology business founded in 2003 with headquarters in Chicago, with more than 130,000 active users and 750 staff members worldwide. Small and medium-sized organizations have benefited from the automation of a wide variety of marketing procedures by using this SaaS-based marketing platform.

What Is A CRM Software?

A tool known as customer relationship management (CRM) is used to handle all interactions and relationships between your business and its clients. The objective is straightforward: to strengthen business ties. CRM systems assist businesses in maintaining contact with clients, streamlining procedures, and boosting profitability.

A CRM system or platform, a tool that aids in contact management, sales management, productivity, and other areas, is what most people mean when they mention CRM.

CRM software enables you to concentrate on the relationships that your business has with specific individuals, such as clients, service users, coworkers, or suppliers, throughout the course of your interactions with them. This includes finding new clients, gaining their business, and maintaining and enhancing your relationship with them.

Tiu must first activate and link CRM software to your business databases and website. This is similar to how you would learn to connect your twitch.tv/activate, and ballysports.com activate accounts. 

The sales and marketing teams can monitor and follow a customer’s interactions with your company with the help of a CRM solution. Improving each customer touchpoint can improve the customer journey and experience.

How Will The ActiveCampaing CRM Tool Help Your Business?

There are various ways in which ActiveCampaign CRM can help your business. After you learn the ActiveCampaign Cost, here’s what you need to do:

1. Improving Reach And Engagement

Every company wants fresh leads. Additionally, you want to connect with the ideal people – those who will end up becoming your best clients. Customer Experience Automation enables you to connect with, engage, and recruit the best customers for your company.

2. Help Nurture And Educate Your Sales Team

How can new leads be given the information they require? Plan the information you want to gather about your audience using customer experience automation. Learn more about them before delivering the exact content they desire.

3. Helps In Converting And Closing Deals

A lead will eventually be prepared to purchase from you. Are you aware of the time? You may identify the most interested leads with the aid of customer experience automation and present them with the deal that will win them over.

4. Improves Customer Support And Business Growth

How can you encourage repeat business from your clients? Customer experience automation aids in retaining clients and converting them into brand promoters who aid in business expansion.

How To Use The ActiveCampaign CRM Tool?

What’s the fastest way to get started with ActiveCampaign CRM? A CRM can help you stay on top of leads, automate your sales process, and make sure no business slips through the cracks. Follow these steps to learn how to use ActiveCampaign CRM – and start selling more in less time.

1. Learn The Features Of The ActiveCampaign CRM Tool

In order to ensure that no clients fall through the cracks, a CRM may help you manage business procedures, assign deals to certain teammates, and keep everyone on the same page. In this video, we show you how to efficiently manage deals for your organization by creating pipelines and phases.

Here, you must learn how to do the following:

  • How to allocate deals and write personalized notes to clients
  • How transactions and pipelines may help you maintain a successful business

2. Create A Project Pipeline

All information pertaining to CRM is stored in pipelines. You can better understand your customers, maintain track of deals, and monitor the full client lifecycle by creating pipelines. 

Here, you need to understand:

  • How to create a new pipeline
  • How to edit existing pipelines

3. Add Your First Deal To The Created Pipeline

Deals will enable you to control the path your contacts take through your pipelines. You have the option of creating deals manually or automatically as your pipelines grow.

Here, you need to understand:

  • How to store key deal info, like source, business info, primary contacts, and deal value
  • What information can you capture in a deal
  • How to create a deal in ActiveCampaign

4. Set Up Your Team’s User Permissions

You can manage who gets access to your CRM by using permissions. By granting access to your sales team, you can ensure that the representatives only view the data pertinent to their negotiations. Within your account’s pipeline options section, you can modify permissions.

Here, you need to understand:

  • How to create and manage user permissions
  • Where to find permission groups for your pipelines

5. Create Tasks And Assign Deals

Creating tasks lets you manage all of the moving pieces within your pipelines. Using the CRM gives you time back in your day — and CRM tasks can make it even easier to stay on top of what you need to do for each customer. 

Here, you need to understand:

  • How to create tasks, automatically assign them, and trigger reminders
  • How to save notes in deals for future reference
  • Where to find your tasks in the ActiveCampaign CRM

6. Automate Your Sales Process

You can control all of the moving parts of your pipelines by creating tasks. By using the CRM, you may reclaim time from your day, and CRM tasks can help you remain on top of what has to be done for each customer. 

Here, you need to understand:

  • The key CRM automation actions you can access in ActiveCampaign
  • How to use ActiveCampaign automation
  • How to use deal stages, lead scores, deal statuses, and tasks to make your sales smoother


Using the ActiveCampaign CRM tool is an effective way to manage and track your leads and conversions. It’s pretty beneficial for your business to do so. Therefore, follow the steps above to get it integrated with your business as quickly as possible!

Author Bio:    

Oriana Raven is a professional content writer with 3 years of blogging experience. After graduating from Princeton University in California, She began her career as a blogger. She writes for a number of well-known blogs, including  7bestthings, womenmagazine, technetdeals. She enjoys writing for multiple international journals and magazine articles. Besides She likes listening to songs and watching movies in her free time.


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