App Spotlight: Commercient File SYNC for Zoho CRM

 

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Commercient File SYNC for Zoho CRM

File SYNC integrates documents to Zoho CRM, which empowers your sales team to win the sale with the right information and correct document at hand. 

Get Commercient File SYNC for Zoho CRM

Business needs:

  • Sales teams are required to talk more strategically with prospects in order to help them make the right decisions and convert them into customers.

  • The customers may demand technical answers, and the sales will be required to have access to the needed information available on the spot.

  • Businesses may need a range of documents such as orders, plans, architectural docs, cut sheets, PCB Gerber files, invoices, payments, receipts, shipping labels, BOLs (bills of lading), travelers, work orders, CAD Drawings, C of A (Certificate of Analysis), quality inspection documents, ISO documents, billing statements, images, photos, and transcripts to function, which cannot all be stored within Zoho CRM.

Solution:

  • File SYNC is rapidly deployable and gives you access to important files, which equips you with the information you need to close sales.

  • Any file from your other systems can be synced to Zoho CRM to deliver better sales and customer service to your users and customers.

  • File SYNC makes it possible to sync any file types such as PDFs, JPG/PNG/BMP, DOCs, XLS/XLSX, TXT, CSV, *.*.

  • SYNC operates without ETL tools, servers, mapping, or coding.

Benefits:

  • Increase customer satisfaction by ensuring you provide contextual details at each customer touchpoint.

  • Easy integration setup which does not require mapping, servers, or coding.

  • SYNC can be accessed from anywhere in the world as it is cloud-based.

  • Save time and get more productive while SYNC automatically syncs files to respective records in Zoho CRM.

  • Your data will be categorized, allowing you to work smarter and spend less time searching for the correct file.

  • Collaborate and share information with team members.

Get Commercient File SYNC for Zoho CRM

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