It’s another day at work. You’re a sales rep and you’ve just come back from a meeting with a lead. Your head is brimming with all the data you’ve gathered from the meeting:
A request made by the client that has to be notified to the product team
A small glitch that you encountered while giving your demo that you have to report to the development team
Needing to update your manager about what went down at the meeting
Needing to update your team about the status of the lead
That’s a lot, isn’t it? Your CRM software is enough to help you with all your sales needs, but you need a tool to ensure communication productivity as well.
Let’s say you have a bunch of reports on your CRM that you want to share with your team remotely. Wouldn’t it be easier if there was a way to access all your reports, deals, and information directly from your team channel in Cliq, without having to switch between apps?
Use Cliq to take care of your sales and run your business, with this integration. Utilize your team channel so that any sales updates from your CRM account are seen by everyone in your team.
Collaborate to boost your sales
You can run your sales from your chat window by creating channels to discuss, brainstorm, and share information from Zoho CRM. Include the CRM bot in your conversation and get all your data automatically!
Bots are your best friends
Zoho CRM Bot teams up with your friendly virtual assistant, Zia, to bring all the data from your CRM account directly into Cliq!
Manage reports from within chat, and let the bot keep track of your Zoho CRM account to send reminders about upcoming customer calls, webinars, scheduled meetings, and so much more!
Customize your workflows
You can also create custom workflows and send automated messages to your team channels whenever a deal is closed or if a new lead is assigned. No more frequent check-ups on your sales. Let Cliq take care of it for you!
Turn messages into notes
Don’t miss to share important discussions with the Sales executive; turn discussions into notes with ease.
Want to get information about a lead? Use the slash command “/zcrm” to pull up any data from your CRM account and post it straight to chat.
Do you have a report or chart that you want to share with your team? Now, you can share it directly from your CRM account by clicking on “Share via Cliq”.
Integrate Zoho CRM with Cliq to improve productivity and collaboration.
Jump over to the Marketplace and give this integration a go!