Overview
Connecting your CRM to Jeeva helps you manage data more effectively and improve how you interact with prospects. This integration enables seamless data syncing between Jeeva and your CRM, enhancing productivity and supporting your sales strategy. Here's how you can use this functionality to your advantage:
1. Sync Data Between Jeeva and Your CRM
Flexible Data Syncing: With Jeeva, you can choose which data to sync between your CRM and the platform. Whether it's contact details, company information, or sales data, you have the power to decide what gets updated.
Keep Records Updated: Automatically sync your data to ensure that all your records are accurate and up-to-date, eliminating manual data entry and reducing errors.
2. Push Data from Jeeva to Your CRM
Send Inbound Prospects: Whenever Jeeva identifies new inbound prospects, you can automatically push them into your CRM as new contacts or leads.
Update Contacts and Companies: If you have new contact information or company details in Jeeva, easily push these updates to your CRM to keep everything current.
Track Leads and Deals: Push new leads and deals from Jeeva to your CRM, helping you keep track of sales opportunities and customer interactions.
3. Pull Data from Your CRM to Jeeva
Fetch Lead Information: With CRM integration, you can pull lead data directly into Jeeva. This allows you to have all the necessary information at your fingertips for planning your outreach strategies.
Automate Outreach Campaigns: Use the data pulled from your CRM to automate outreach campaigns in Jeeva, helping convert prospects into hot leads with minimal manual effort.
Enhanced Sales Pipeline: By pulling data into Jeeva, you ensure your sales pipeline is always updated with the latest information, enabling more effective follow-ups and closing deals faster.
Conclusion
Integrating your CRM with Jeeva offers powerful functionality to sync, push, and pull data, enhancing your ability to manage contacts and streamline sales processes. This connection allows you to keep records updated effortlessly, push critical information to your CRM, and pull valuable data into Jeeva for strategic outreach.
By leveraging these capabilities, you can improve your customer relationships and drive business growth.