Real-time Communication: How WhatsApp Integration Enhances CRM Workflows
You need to define strategic decisions, drive the sales process, close deals, and keep everyone informed so you can deliver for your customers and win.
How do sales and marketing teams actually want to work today?
Team enables sales teams, plus the people they collaborate with, to use Microsoft Team to easily enter information into vTiger, collaborate on deals, and follow workflows that empower them to sell and serve customers.- From any device, anywhere. No more wasting time searching for and entering limited CRM data after the fact. No more nagging your team for updates.
How does CRMTiger’s Microsoft Team Integration with vTiger help you?
CRMTiger Team builds robust integration tools to integrate Microsoft Teams with vTiger.
Some of the important integrated features are listed below:
Integration of comments from leads, contacts, and opportunity
- When a user adds comments to leads, contacts, or opportunities, it will send the same message to users in MS Teams.
- Whoever adds through the “@mention” feature will send a message to respected users.
Workflow action to send a personalized message
- Integration of workflow to send personalized messages on addition of comments to leads, contacts, or opportunities.
- Field mapping in vTiger with SAP helps you select fields that need to sync between these two systems.
Auto-display message to MS Teams on adding comments to vTiger
- Integration of workflow to send personalized messages on addition of comments to leads, contacts, or opportunities.
I hope you find this blog useful.
Please contact us at info@crmtiger.com if you need further help from us.
Let us know if you needs more information on this
Do you need more information?
For any further information / queries regarding technology, please email us at info@crmtiger.com
OR call us at +1 630 861 8263. Alternately, you can request information by filling out the Contact Us form.
Related posts
