A customer relationship management (CRM) platform. Sales and market insights. Lead nurturing and prospecting. Analytics and reporting. Processes and training. Automation. Today’s average B2B company uses countless sales tools. But as sales efforts grow, so do the number of tools and the number of people using them. Your data starts to get scattered across different platforms. That makes it harder to get a complete picture of where your sales stand at any given moment. What if you could integrate sales tools so they work together?
This article is the fifth part of our portugal phone number data Sales Automation Masterclass. Sales automation will save you a lot of time and help you close more deals. That’s why we created this comprehensive series. We’ll walk you through the different aspects of sales that can be automated and explain how to automate them.
– Jeroen Corthout, Co-Founder Salesflare , an easy-to-use sales CRM for small B2B companies
This fifth lesson will show you how to integrate sales tools to make your process more efficient and never lose track of data.
1. Synchronize your contact databases with PieSync
64% of businesses use cloud dialing format for your 470 area code applications . On average, they use up to 18 cloud applications for their marketing, sales and operations activities.
Synchronizing contact databases across platforms gives you a 360-degree view of your customers. It also gives you more control over what data you want to use when working with a specific application.
PieSync enables intelligent two-way synchronization that consolidates data across multiple applications.
One use case would be to sync your email leads database email marketing list with your CRM. With PieSync, you can enable two-way sync between your email marketing tool and your CRM. It also allows you to control which marketing data you want your sales team to use and for what purpose, by choosing to sync only a specific list.
It also helps sync the biggest headache for sales teams when it comes to updating customer data : phone contacts.
Instead of manually writing down phone numbers during the sales process, PieSync can sync your phone contacts with your CRM. So customers whose contact information is in your CRM are automatically saved to your phone and vice versa.
What’s more, if you’re using Salesflare , the CRM will automatically collect this contact information from email signatures and keep it updated at all times.
2. Trigger smart integrations with Zapier
While tools like PieSync help create a seamless flow of databases between different applications, Zapier helps you automate workflows to integrate the sales tools you use. It automatically moves the synced database between your web applications, exactly as you tell it to, reducing your manual work and allowing you to focus on real conversations with customers.