In today’s fast-paced business world, time is of the essence, especially when it comes to closing deals and managing customer relationships. One of the biggest challenges faced by sales professionals is having all the necessary information readily available when needed. Fortunately, there is now a solution that can streamline your workflow and improve your chances of success: attaching important documents directly to your contact, deal, or account records.
With ActiveCampaign Sales and Bundle plans, you can now effortlessly attach important documents to your records, ensuring that all the essential information is right at your fingertips.
Here are 3 ways Files on Contact, Accounts, and Deals will benefit your sales team:
- Close deals faster with all your important documents in one place
By having all your important documents attached directly to your contact, deal, and account records, you eliminate the need to waste time searching for files across various tools or systems. Instead, you can access all the relevant information in one place, allowing you to streamline your workflow and increase efficiency. With quick and easy access to necessary documents, you’ll be better equipped to close deals promptly and meet your sales targets.
- Collaborate with your team easier and close deals together
Collaboration is key in any sales team. With the ability to add files to your contact, deal, and account records, you can easily share important documents with other team members. This feature enhances collaboration and communication, ensuring that everyone has access to the same information. By working together seamlessly, you can close deals faster and deliver a more unified and consistent experience to your customers.
- Stay organized and on top of your sales pipeline with file attachments on contacts and accounts
Managing your sales pipeline effectively requires a high level of organization. With file attachments on contacts and accounts, you can keep all relevant information in one place, allowing for better visibility and tracking. You’ll be able to monitor the progress of each deal and quickly identify which documents have been uploaded. This level of organization empowers you to prioritize your tasks, stay on top of your game, and ultimately achieve your sales goals.
How to add and access files from your records?
Adding a file is as simple as can be. Just navigate to the new section at the bottom of the deal, contact, or account record, located next to your notes and emails. From there, you can either drag and drop the file or click to add it. Our system supports a wide range of file types, so you can easily upload necessary documents such as contracts, proposals, and more.
Once you’ve uploaded a file, our system will notify you, and you’ll be able to see how much storage you have used. This way, you can keep track of your file usage and make informed decisions when managing your storage capacity. If needed, you can download, rename, or delete the file at any time. However, please note that the amount of storage available depends on your plan tier.
In conclusion, attaching important documents directly to your contact, deal, or account records is a game-changer for sales professionals. With improved efficiency, enhanced collaboration, and better organization, you can close deals faster, work seamlessly with your team, and stay on track to achieve your sales targets. So why waste time searching for documents when you can have them all conveniently stored and accessible in one place? Upgrade your sales process today and experience the difference firsthand.
