Let salespeople do only sales using the Webmerge extension for Zoho CRM

Let salespeople do only sales using the Webmerge extension for Zoho CRM



What happens when an efficient salesperson has been drifted away from the sales process and made to focus on administrative duties such as generating a contract or invoicing? The more time they spend on those administrative tasks, the less time they could be working on new leads. Consequently, the less time they spend on new leads, the less sales they close. So, how can we keep them on their best track?

The Webmerge extension for Zoho CRM can do this task well for you. With this extension, the salespeople can automate their data entry processes within the Zoho CRM and focus more on converting leads to deals. For all of the documents that are created over and over again for customers, templates can be generated. With all the data can be captured from the Zoho CRM to the templates automatically, customized documents can be sent for specific customers using the Webmerge extension.



With the Webmerge extension for Zoho CRM, you can:
  • Automatically integrate Zoho CRM data with WebMerge.
  • Get access to WebMerge's customizable document templates.
  • Generate documents and merge fields without copying and pasting data.
  • Set up conditions for delivery so that merged documents are only sent to the desired recipients.
Try the extension from Zoho Marketplace and let us know how it has improved your sales process. For details on setting it up, please refer to our Online Help.

For more similar extensions, you can explore Zoho Marketplace.





                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day



                                Zoho Marketing Automation
                                        • Sticky Posts

                                        • Here's what you can do with your DocuSign Extension

                                          Contracts, agreements, and other documents have always been an integral, concluding part of any sales process. With the free DocuSign Extension for Zoho CRM, we've made certain that your signing process is entirely digital, and there is no need for copies, fax, delivery services or postage.   Here are some of the features of our free DocuSign Extension:   Not just PDF Converting your agreements to PDF, and re-aligning them again is not an ideal use of your time. The DocuSign Extension makes it possible
                                        • Contact Info Extractor Chrome plugin

                                          Just trying out the Contact Info Extractor plugin and had a quick observation.  Since a target website for this plugin would be LinkedIn, I'm very surprised that the plugin cannot determine that if the selected text in question includes... Joe Smith Vice President at ABC Corporation ... the plugin can recognize the name and title but not the company.  I'd assume that the term "at" would give it the needed clue but on several contacts I tried to add, it's just not catching it. Would love to see the
                                        • Easily send documents from Egnyte to your leads in Zoho CRM

                                          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
                                        • Empower Your Sales Team with Email Marketing Insights Using the Mailchimp Extension

                                          Email marketing is one of the most powerful tools available for engaging leads. It’s low cost and high ROI makes it a top choice for marketers who want to establish contact with leads. But these leads can only be turned into actionable deals when pursued
                                        • Reasons to make your business efficient with DocuSign Extension.

                                          Using Digital signature is another step towards doing away with paper and incorporating eco-friendly ways. With Digital Transaction Management services like DocuSign businesses can easily go paperless to complete important transactions and get their documents digitally signed which is completely secure. Along with it, if a Customer Relationship Management software like Zoho manages all these documents, your business becomes more efficient. Both Zoho CRM and DocuSign, together can bring many benefits.


                                        Manage your brands on social media



                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources



                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources


                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources


                                                            Zoho Sprints Resources


                                                              Qntrl Resources


                                                                Zoho Creator Resources


                                                                  Zoho WorkDrive Resources



                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series


                                                                      • Tips

                                                                        Tips

                                                                      • Functions

                                                                        Functions

                                                                      • Meetups

                                                                        Meetups

                                                                      • Kbase

                                                                        Kbase

                                                                      • Resources

                                                                        Resources

                                                                      • Digest

                                                                        Digest

                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner

                                                                      





                                                                      




                                                                          Design. Discuss. Deliver.

                                                                          Create visually engaging stories with Zoho Show.

                                                                          Get Started Now