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3 Hot CRM Integrations to Accelerate Your Sales Process

July 10, 2014
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Sam Aparicio
Sam Aparicio
Co-founder & CEO, Ring.io
3 Hot CRM Integrations to Accelerate Your Sales Process

t happens to the best of us: we misplace a business card, forget to send a follow-up email, or think we’ve been in touch with a sales prospect more recently than we really have been. Then, before you know it, your sales prospect has slipped through the cracks and you’re back to square one. With sales cycles lengthening and wallet size shrinking, there’s no room for error in today’s competitive marketplace . Investing in smart CRM (customer relationship management) technology is essential to stopping lead leakage within your business and accelerating the sales process.

CRM is at the core of sales technology. These systems store customer and prospect contact information, accounts, leads and sales opportunities in one central location, typically the cloud, so this information can be accessed in real time on any device. Here are three hot CRM integrations to accelerate your sales process.

1. Marketing automation software

Marketing automation software is the kingpin of CRM technology. In addition to storing lead and sales opportunities. marketing automation software allows companies to automate basic marketing tasks and workflows. Marketing automation minimizes data entry and improves system efficiency. When it comes to the best marketing automation software available, look for a platform that offers a combination of services including email marketing, social media, SEO analytics and full automation to generate more traffic, leads and sales.

Think you need to be a big business to benefit from marketing automation software? Think again. Marketing automation software helps businesses of all sizes, including small and mid-sized, do more with less.

2. CRM-enabled telephone systems

What if you could automatically log calls as activities in your CRM and match incoming callers to your contact records? Now you can, thanks to synching telephone systems. For example, here at Ringio, we have a have a CRM-enabled PBX phone system that is designed to fit into a sales technology process anchored by CRMs like Salesforce, Zoho, SugarCRM, Highrise, Batchbook and Google Apps.

This sales technology empowers employees to have positive interactions by visually presenting all the relevant data about the customer or prospect on the user’s screen. Knowing who you’re talking to and what they have in mind makes a world of difference when it comes to successfully steering the conversation towards a positive outcome.

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Email Templates

Streamline your outreach and evolutionize your sales process

Redefine your approach to sales and streamline your outreach with the strategic use of email templates. These templates can revolutionize your sales process by establishing a solid framework for your communications, creating consistency and saving invaluable time. With the groundwork already laid, your team can focus on customizing these templates to suit each unique prospect, ensuring that every message sent out is targeted, engaging, and relevant. Witness the transformative power of email templates as they not only streamline your process, but also enhance the quality and effectiveness of your communication, leading to higher conversion rates.

Email Templates

Integration:

Try out the channels that truly engage

Channels are not created equally. You might discover that one is working better for your prospects or customers than other. We hand-picked channels and their combinations to deliver the percentage of engagement you can close your quota with.