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.
