Wednesday, August 10, 2022
HomeSalesDemo CRM Calendar Sync | The Pipeline

Demo CRM Calendar Sync | The Pipeline


Situation

Arrange your gross sales group for achievement by syncing their calendars together with your CRM database. Within the cellular ZoomInfo app, you possibly can sync your calendar with assembly invitations and pull data from the attendee listing.

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

Set off

• You’ve arrange a demo assembly

Actions

• Gross sales group syncs calendars with CRM database
• Determine and analysis assembly attendees
• Pull up account, firm, and prospect data earlier than and throughout the demo

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