Understanding your customers and educating them about your product are two sides of the same sales coin.
During a sales process, to educate your potentials about your product, you may have to send them user guides, help documents, comparison sheets, and white papers. During negotiation, price quotes and invoice documents might also be sent.
While the whole lead-qualifying process can be updated in your CRM, sending and receiving the documents needs some extra help. Things can get cumbersome over email as your work volume increases, so using a proper document management system can make your work easier by organizing all your documents in the right places. As you exchange documents with your leads, things have to be updated in your CRM simultaneously as well.
If you’re using Egnyte—a cloud-based document management system—to send documents to your leads and contacts, our extension for Zoho CRM makes your work quicker and easier. Here are three ways it can help you:
- You'll be able to send Egnyte files, both as a link or as the file itself, to any lead or contact inside Zoho CRM.
- Once you send a document to a lead or contact, a new folder is created in Egnyte under their name where you can view all the files shared with them.
- If you add a file in Egnyte under a lead or contact’s name, it will be reflected in your CRM lead/contact record page.
Data gets synced from both ends in real-time, helping you know what files have been shared with whom both from Egnyte and Zoho CRM.