Many salespeople make a quote in one system and record the customer in another. That costs time and causes errors.
Why link
- One view of the customer. All contact and quotes together.
- No double work. You enter data once.
- Better follow-up. You see the status in your CRM.
What you want to see in your CRM
- The quote with amount and status.
- The conversation or the summary.
- The moment of approval or decline.
In Dealnote
Dealnote connects with HubSpot, Pipedrive, Zoho CRM, Salesforce and monday.com, among others. You send a quote on to your CRM, and on approval or decline your CRM is updated. Which connections are available and how to set them up is in the documentation.
Steps
- Open the connections in Dealnote.
- Choose your CRM and connect.
- Send a quote on with the "To CRM" button.
Try first
Start with a few quotes and check that the data in your CRM is right before you switch it on for the whole team.
More about what Dealnote can do: product.