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Kontrakter og forslag

Integrering af dine kontrakt- og tilbudsprogrammer med dit CRM er løsningen til at organisere dine vigtige dokumenter. Dit team kan vedhæfte forslag og andre vigtige dokumenter til den rigtige kundes eller leads side i CRM, hvilket gør det nemt at finde det, du skal bruge for at fremme et salg - eller pleje en eksisterende relation.

AppConnect-søgning

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Opdater tidslinjerne automatisk, når en kunde foretager en handling.

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Docusign

Update a lead & log an activity when a DocuSign[...]

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Dropbox-signatur

Send dokumenter uden at skifte app.

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Husbesøg Pro

Opret en kunde eller et lead, eller tilføj et publikum[...]

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PandaDoc

Opret et forslag, opdater leads og log aktiviteter uden at skifte[...].

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Proposify

Update a Nutshell lead when a Proposify proposal is created,[...]

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Automatically create leads and log activities without switching apps.

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SignNow

Update a lead & log an activity when a SignNow[...]

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SignRequest

Update a lead & log an activity when a SignRequest[...]

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Slut dig til mere end 30.000 andre professionelle inden for salg og marketing. Abonner på vores Sell to Win-nyhedsbrev!

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