Two of the most important pages of the ActiveIQ platform are Accounts and Contacts. Here you can view all new and returning companies and people who have visited your website or engaged with you online.
You will also be able to see where the contact originated from, including:
- Direct website visits
- Organic, AI, or paid search
- AdConnect advertising campaigns
- Personal or marketing emails
- Social media channels
You can take a deeper dive into a contact or account by clicking on it. This will take you to their “full view,” where you can review their past activity, any CRM notes in Sales Station or associated deals, and use our AI outreach generator to create targeted messages designed to help them convert.
Generally, their “clickstream” data is most valuable to the marketing department, as you can use it to determine whether a contact is qualified and if it makes sense to send them to your sales team for follow-up or keep them in marketing for ongoing nurturing.
And, if they are ready to move to the sales team, you can easily assign them to a Sales Rep or create a deal directly from this screen.