ActiveCampaign CRM Is on The CRM Sushi Podcast #4

http://www.thesaleswhisperer.com/blog/sharpspring-crm

http://ReferWes.com

http://BestCRMForMe.com

• 3 core elements
  • 1) Email Marketing
  • 2) Automation - sequences that segment off of workflows
  • 3) Deals / CRM
• Segment on engagement, on source, etc.
• Each Contact has their own page along with history of engagement.
• Segment by job title, actions taken, actions not taken,...
• Most platforms are list-based while ActiveCampaign lets you segment on anything.
• Send based on standard blasts, dates, RSS, split testing, auto responders, and automated sequences.
• Pre-built templates, drag and drop, all mobile responsive, hide sections on mobile devices (i.e. for longer content).
• No limits on custom fields or Tags.
• Video snippet.
• Social snippet that links to you or lets them share.
• Track opens, clicks, replies, and Google Analytics.
• Automation is the power.
• “Recipes” are pre-built complete sequences.
• Their start triggers are vast and flexible such as
  • Web page is visited
  • Subscribes
  • Unsubscribes
  • Field changes
  • Enters a pipeline
  • Deal stage changes...21 in total.
• Send email, site message, SMS, Notify someone internally
• A little Javascript code (Wordpress plugin) for the site message.
  • Slide in, appear, etc.
  • Maybe they don’t open your emails but they’re on your site often.
• Conditions and Workflows.
  • Wait
  • If / Else
  • Split (Even split [by number or date] or conditional)
  • Go to
  • Goal (the ultimate conversion)
  • Start an automation
  • End this automation
  • End other automation,
  • Webhook
• Deals - ConBon style like Trello
• Stages
• Multiple pipelines for different groups within the company such as course progress, customer service
• Can be used like a project management tool.
• SMS is built in with Twillio.
  • Enterprise gives 1,000/mo.
  • Just sends SMS.
• Open API to integrate with other tools as well as Zapier.
• Event Tracking.
• A bit more technical but powerful.
• Elegant and flexible forms:
  • Inline
  • Floating Bar
  • Floating Box
  • Modal.
  • Drag and Drop.
  • Wordpress plugin
  • Embed
  • Link
  • Wordpress
  • Facebook
• Drag and drop dashboard.
• Wonderful Chrome Extension for Gmail.
• Reports:
  • All messages
  • Automations
  • Goals
  • Open/Read Trends
  • Email Client Trends
  • Deals
• Great for solo-preneurs and the SMB space.
• Company is growing > 82 employees.