SALES

Update CRM accounts from chat

Features & integrations used:

🌊 WORKFLOW
💬 CHAT

Summary

🔨 FUNCTIONS
  • Create new leads

  • Update customer information

  • receive real-time account updates

💡 RESULTS
  • Reduce follow ups

  • Eliminate tab-switching

🤼 TEAMS HELPED
  • Sales

  • Customer Support

STEP #1

In the Workflow Library, Create a sales pipeline workflow.

🤿

 

DEEP DIVE

The pipeline example shown has 3 stages, starting from Cold Leads as the first stage & each account moves across to Meetings, ending in either Deals Won/Lost.

 

However, you can customize this workflow according to your own pipeline stages to accomodate for your organization's unique process.

STEP #2

Connect this Sales Pipeline Workflow with your Sales or Business Development Group with the /board command or with the + button.

STEP #3

Get notified whenever an activity occurs in the pipeline e.g. when a deal size gets updated, accounts get moved through the pipeline, new document attachments, etc. Give reactions, start conversation threads & use the latest information to fuel discussions.

STEP #4

Click on "View Details" and Update any fields necessary (permission required) to keep your CRM Accounts fresh without leaving Chat.

🤿

 

DEEP DIVE

The metrics & fields you track for all your accounts are entirely up to you. Workflow accomodates various types, including:

  • Numbers (e.g. Deal Size, Quantity)

  • Dropdown selections (Industry, Potential)

  • Checklists (subtasks, documents)

  • Location (offices, etc.)

  • Link (Link to other workflows such as invoicing, deliveries, etc.)

  • Text (Descriptions, Contact Person)

Related Solutions

Never miss another sales & marketing lead

features & integrations

​💬 🌊 ⌚ 🎓 🎯🤼

Never miss another sales & marketing lead

features & integrations

💬 🌊 ⌚ 🎓 🎯🤼

Never miss another sales & marketing lead

features & integrations

💬 🌊 ⌚ 🎓 🎯🤼

Join Synergo with your team today -

it's free to try

PRODUCTS
RESOURCES
SOLUTIONS

Remote Work

Sales

Human Resources

Engineering

Marketing

Projects

Finance

Operations

COMPANY

Talk to us @ (+62)21-5794 -0786