Great topic, @Viktor_Iwan! We’ve got some major improvements coming to the CRM so I’m excited to have a chance to discuss the roadmap here. I’m happy to hear you see the strengths of our CRM.
In the coming months you’ll see:
- MAJOR improvements to CRM reporting
You’ll have reports with flexibility so you can define the data is important and drill into it. You’re going to see new and exciting ways to visualize sales data.
- Canned responses for the CRM w/ dynamic variables
You’ll be able to standardize responses across your team and save time without using cheesy boilerplate messages that obviously aren’t one-on-one. With dynamic variables, you’ll be able to send slightly different messages to different contacts with copy and paste efficiency.
- MAJOR enhancements to task management
What we have right now is not our final vision for how we want tasks to be managed inside ActiveCampaign. Instead, this is a very early iteration. A blank canvas we’re going to continue to paint on. Now is a great time to submit your feedback on what you’d like to see the task management feature become.
In 2017 we’re going to continue to focus on our strengthening our automation. So, we’ll be enhancing our marketing automation and sales automation while adding additional features to both our email marketing solution and CRM solution. You’re going to see more emphasis on the CRM side of things than you will on the email marketing side simply because the email marketing solution is a mature product that’s been under development for over 10 years in some form while the CRM was recently re-written from the ground up. There’s a lot more ground to cover on the CRM side.
Getting to your questions about how to do specific things…
Currently the best way for someone to see their open tasks is to view the task overview page. You can go directly there by visiting: https://youraccount.activehosted.com/app/tasks or navigate to it here:
From the CRM itself, you can toggle between the pipeline view and the task management view:
There you can filter tasks by who they’re assigned to and see them grouped by when they’re due.
Currently the best way of measuring the effectiveness of each individual sales person might be to set up an automation with a goal condition for “Deal status changed to Won.” You’d have a different automation for each sales person and you’d filter each automation so that it only runs for that salesperson:
This will give you a conversion rate per salesperson. To keep your account organized, I’d apply a label to all these automations.
Time to install Act 2.0 or FoxPro again.