Looking to connect Salestrail to your CRM? (1) - PowerPoint PPT Presentation

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Title:

Looking to connect Salestrail to your CRM? (1)

Description:

Automate CRM call tracking with Salestrail's integrations and API. Effortlessly sync call logs and recordings with Salesforce, Hubspot, Leadsquared, and more. Capture all sales data, generate detailed reports, and streamline your workflow. Transform your sales process with real-time insights and custom dashboards. #Salestrail #CRMIntegration – PowerPoint PPT presentation

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Date added: 3 June 2024
Slides: 11
Provided by: salestrail
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Title: Looking to connect Salestrail to your CRM? (1)


1
CONNECT SALESTRAIL TO YOUR CRM
Read Now
2
INTRODUCTION
  • Looking to connect Salestrail to your CRM?
  • Automate your CRM call tracking with our
    ready-made integrations or the Salestrail API and
    get your sales data to any database you want!

3
INTEGRATION OPTIONS
Integrate call logs and recordings with
Salesforce Hubspot Leadsquared Any other
system using Salestrail API
4
CONNECT WITH YOUR FAVORITE APPS SOFTWARE
Capture and collect all the information you need
wherever you want. Automatic sales activity
reporting Generate sales reports on
activity-based metrics with call details,
conversion rate, etc.
5
CENTRALIZED DATA MANAGEMENT
Keep all your data in one place. If your sales
teams use many tools, our integrations and API
allow you to push data to your central database.
6
TRIGGER CUSTOM WORKFLOWS
Create custom workflows to capture sales data in
your CRM. Require sales reps to add notes
after every call and meeting easily.
7
DESIGN YOUR OWN DASHBOARD
Salestrail gives you full control over your
data. Build your own dashboards or integrate
data with existing BI or reporting tools using
our API.
8
BENEFITS OF INTEGRATING SALESTRAIL WITH CRM
Search for CRM leads/contacts/accounts in the
phone app. Push call data directly into your
CRM (duration, call type, answered/unanswered/inbo
und/outbound). Push call recording links to
your CRM. Include only CRM-matched calls in
dashboard overviews and custom graphs. Combine
call data with CRM data.
9
CONCLUSION
Make the most of Salestrail by integrating it
with your CRM. Automate call tracking, generate
detailed reports, and streamline your sales
process.
10
THANK YOU
FOR WATCHING
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