Connect the Stages of Sales Processes with Integrations
This is a guest post by Eugenia Bessonova, Digital Communications Marketer at PDFfiller, Inc for nocrm.io
Most sales teams know that a unified business process is what they need to improve their productivity. When looking for the ideal solutions for small businesses, salespeople need to incorporate the best of these digital tools into their arsenal such as:
A system to manage your sales pipeline
Cloud storage to keep all your documents and financial records on hand
An internal messaging platform to make sure each team member is always in the loop
A document editor and eSignature solution to process documents without being bound to printers, scanners or delivery services
If your business isn’t using all of these yet, there’s a good chance that productivity is compromised. If you are, the next step is to bring them together into a single, integrated solution.
Based on our experience with customers at PDFfiller, we know that choosing the right system for managing leads and acquiring new customers is half of the battle. While sales management systems on the market attempt to meet the needs of businesses when it comes to bringing in new customers, turning prospects into leads and closing deals, they fail in doing so because they offer an overly complicated interface, too many unnecessary features and, most importantly, because they are designed to manage client relationships instead of prospects and leads. nocrm.io is an online lead management platform that keeps things simple and intuitive.
Beyond a streamlined user experience, lead management software needs to play nice with other service - optimally, this is through integrations. nocrm.io’s integration with G Suite means that you can use Google Apps straight from the interface - no need to hop around tabs and juggle multiple logins and passwords. Likewise, nocrm.io integrates with Slack so that you can send notifications and urgent messages straight from the tab you’re working in.
With nocrm.io’s REST API you can built integrations with any of your favourite business solutions to create, update and retrieve leads and users. Likewise, nocrm.io can be used with over 750 apps and digital services via Zapier. Such a seamless workflow ensures instant updates on the status of a deal and allows easy access to lead data.
Document management, especially editing PDF documents and getting eSignatures, is often overlooked by sales teams. Contracts, proposals and offers often require last minute changes and using digital signatures rather than paper signatures is another great time saver. PDFfiller is an all-in-one digital solution for online PDF editing, eSignatures and building forms. For quick interaction with customers and team members a document management platform needs to have options for instant document sharing via a link, QR-code, email, SMS or eFax. Once a document is filled out and signed by the recipient, you will get immediate notification about the document status. This creates a streamlined process in a single browser window that starts with generating leads and ends with filling out invoices and signing contracts without a printer or scanner.
Just like nocrm.io, PDFfiller also has direct integrations with Google Drive and Slack to make it faster to find, download and upload important documents.
PDFfiller has direct integrations with Google Drive and Slack to make it faster to find, download and upload important documents.
Beyond these integrations, developers can use PDFfiller’s API to integrate with any other service. PDFfiller and nocrm.io's APIs make it easy to get the best out of both services at once.
Integrations are the way forward for sales teams looking to streamline their workflows. There’s no need to go overboard, though - look for simple solutions such as nocrm.io and PDFfiller that give you everything you need without bogging you down.
PDFfiller is a Boston-based company that has been providing its 280,000 customers with a full featured PDF editor, eSignature solution and fillable form builder that runs on desktop browsers as well as iOS and Android apps. Visit our website to try it out for free.
