Intro: We look at sales software integrations that make your You Don’t Need a CRM! experience even more seamless.
Sales people live busy lives and spend most of their times either prospecting new sales opportunities, preparing proposals or are on the road rushing to the next client meeting.
In a fast paced work life, it is important to be able to quickly manage everything from one account and save time in order to focus on the end goal: closing the deal.
Losing time is a common problem amongst sales people. Looking through hundreds of folders on your desktop to find the right document you want to send over to the client, switching between multiple platforms to find the right client information and using different tools to communicate with the customer can be quite tiring, confusing and time consuming.
In situations like this, it is key that your lead management software is integrated with all the software and tools you’re using on a daily basis to make your sales life a lot easier and ultimately, save you time to focus on the important things.
Fortunately, there are many different options on integrations with 3rd party apps that help wiping the stress off you.
That’s why we want to show you five must-have integrations in the most relevant categories for your business inside You Don’t Need a CRM!:
Save Data with Dropbox:
Data is everywhere and crucial to every sort of business no matter how small or big. Especially in very small companies, documents and files are saved all over your desktop, making it harder each time to find the right document you’re looking for. If a client then requests some more information about your business, you need to look through all your files on your computer until you found the right one. When files become too big to save, most businesses are already relying on Dropbox, your cloud storage, to help you save and quickly find all the files you are looking for. When working with a Lead Management Software, it only makes sense that you have integrated your account with your Dropbox account, so you can easily attach presentations, brochures, client information or any other relevant document to your Leads so you have everything saved in one place and never have to undergo endless searches on your hard drive again.
Billing & Accounting made easy with FreshBooks and co:
When it comes to proposals, invoices and more, you really don’t want to spend too much time on these. You’d rather get it out to the client straight away and work towards finalizing the deal. Nowadays you don’t need to be an accountant or spend loads of time on preparing the invoice. With Software like Freshbooks or Quickbooks, you can easily create your customized client invoice in just minutes and thanks to the integration with You Don’t Need a CRM!, you can easily attach estimates and co directly to your leads and even let the software automatically update the amount on your leads. For an even quicker process, you can also just clip an estimate while the software searches for the lead, giving you more time for other work duties.
Email Marketing with Mailchimp:
Sending out automated email marketing campaigns is an integral part of every successful business nowadays and needs to run smoothly from all your accounts. Hence why sales people shouldn’t waste time tracking results or adding new leads to marketing campaigns if all this can be done automatically by simply integrating your Marketing Campaign Tools such as Mailchimp into your lead Management Software. Simply define the action (such as adding all incoming leads to a certain email list or all won leads to an upselling campaign) and let the system do the job for you. Not only does this save you time and effort, but you can also rest assured that no lead slips through and will be forgotten when you launch your next marketing campaign.
Google Apps for Work:
Connecting your account to Google is one of the most important integrations for your business. On a daily basis business appointment can change a lot; new calendar invitations are coming in, meetings are being rescheduled, conference calls postponed and so forth. Keeping up to date with all these important appointments costs you a lot of time and chances are high that some might slip through.
Having all your data synchronized on multiple devices, easily accessible from wherever you go, can make your sales life a lot easier. Having all your client appointments and sales meetings popping up as a reminder on your calendar, really is a life saver. You won’t run into risk of ever forgetting an important client call, video conference or client presentation again. When working on your Lead Management Software, you want to be able to quickly add dates and times without having to worry that the calendar still needs to be updated. Thanks to a simple synchronization all this will be taken care of for you and you can hit the phone, call clients and focus on winning the deal.
Create your own integration:
Sales approaches vary a lot from product to product and businesses are very versatile in their offering. So not every integration option might be the best fit for your company. There are hundreds of different SaaS connections you can make with your business, it can be difficult to keep track and find what suits best your needs and demands. With Zapier.com, you can easily create your own “zaps” relevant to your business and define exactly what part of your lead management service you want to connect to a 3rd party application to really be sure you chose the right connection your business will benefit the most from.
Alternatively, and if you want a much deeper integration you can use our API and build your own integrations enabling users to create, update and retrieve leads directly from your own internal apps. Our API covers a large number of actions and includes webhoooks when a particular event happens so you can really build great things (our mobile app for example is built on top of it).
In conclusion, there are a lot of tools out there that can help you to streamline your sales processes and take your mind off some bureaucracy and Admin work.
If you’ve already made some interesting integrations between other SaaS Services and your lead management Software, we would love to hear from you, so we can share some more useful tips with our customers.
If you have any questions, suggestions or need help, please do not hesitate to contact us at firstname.lastname@example.org.
We will be happy to help.
The You Don’t Need a CRM! Team