Tuesday, November 21, 2023
HomeSalesDemo CRM Calendar Sync | The Pipeline

Demo CRM Calendar Sync | The Pipeline


State of affairs

Arrange your gross sales workforce for achievement by syncing their calendars along with your CRM database. Within the cell ZoomInfo app, you may sync your calendar with assembly invitations and pull info from the attendee checklist.

Your AEs and gross sales reps can determine and analysis the decision-makers who will likely be on the decision, retrieve account summaries and notes on firm exercise, and extra invaluable info proper on their telephones earlier than and through a demo assembly.

Set off

• You’ve arrange a demo assembly

Actions

• Gross sales workforce syncs calendars with CRM database
• Establish and analysis assembly attendees
• Pull up account, firm, and prospect info earlier than and through the demo

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