Cookbook

Sales Coordination

By 23. March 2017 No Comments
https://www.youtube.com/watch?v=awdURGFIuJk
Cookbook

Sales Coordination

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Company: Grape

Presented by Leo Fasbender
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Grape Sales Group
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CRM Activity Integration
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CRM Grape Search Integration
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Sales Folder Grape Search Integration

Great Sales teams are fast, flexible and always follow-up in time. To quickly sync around your customers you can connect your CRM and Sales folders with Grape.

1

Create a Grape Group for your sales team (or - if you have longer sales circles - for each customer).
2

Connect your CRM with your Grape group to receive activities and search for customer data right from the chat.
3

Connect your sales folders to search and reference offers and sales decks. You can also connect activities to get informed whenever a new offer is created.

Should we set this up for you?

Contact us and get support with the setup of this recipe.

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Felix Häusler

Author Felix Häusler

Felix loves product design, marketing and good coffee. He follows the tech scene closely, with a special focus on SaaS businesses and a guilty pleasure for space travel. He is always available for questions and feedback via @felix_hau on twitter.

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