Customer relationship management (CRM) software has revolutionized how businesses handle customer relationships over the years. It has evolved into an essential tool for companies of all sizes looking for a better way to manage their customer contacts, sales processes, and their general deal pipeline. But what if you could take your CRM system to the next level? Imagine a CRM software solution equipped with an e-signature extension that helps manage customer relationships while also facilitating document signing. This means less paperwork for your sales force and faster document turnaround time, even across borders.
We are excited to announce Zoho Sign's integration with Zendesk Sell, a CRM tool that helps businesses optimize their sales processes and boost productivity.
Zoho Sign extension for Zendesk Sell
With Zoho Sign's integration with Zendesk Sell, it's easier than ever to achieve sales excellence and customer satisfaction. Using this integration, your sales team can effortlessly send important documents for signatures, and track their progress in real-time from within the Zendesk Sell interface. This integration enables your sales team to focus on what really matters: nurturing leads, fine-tuning sales strategies, and closely tracking the progress of each lead through automation of paperwork. The end result? A streamlined approach that improves not only sales efficiency but also the overall customer experience.
Installing the Zoho Sign extension on Zendesk Sell
To get started, access the Zendesk Marketplace and search for the extension Zoho Sign for Sell by OApps. Install the extension and set it up by authorizing it to access your data from both Zendesk and Zoho Sign. Upon successful authorization, you can start using it to create signature workflows to get documents signed via Zoho Sign directly from Zendesk Sell.
So what are you waiting for? Start using Zoho Sign to transform your sales team's paperwork processes. If you're not an existing Zoho Sign customer, head over to zoho.com/sign and sign up for a 14-day FREE trial.
Please feel free to write to us at firstname.lastname@example.org to share your feedback or to request a personalized demo.
Happy (Zoho) Signing!