Increase your sales team’s productivity with Plezi & Vtiger CRM integration
Capture the entire sales cycle and generate conversions by synchronizing your VTiger CRM and Plezi marketing automation software.
The objectives of the VTiger CRM system are threefold: to acquire and nurture prospects, increase sales conversion and improve customer loyalty.
All marketing, sales and management functions are aligned thanks to the synchronization of Plezi and Vtiger CRM. The latter is one of the few in its category to offer the entire customer relationship cycle in the same software. From the first contact, your prospect will be transformed into an account, and you’ll be able to manage numerous deals, their progress and the corresponding quotations.
Functionalities
- Lead prioritization
- Automated workflow configuration
- Report planning
- Lead and sales request capture
- Pipeline visualization
Advantages
- Fast, intuitive user interface
- Lead tracking
- Identify activities that lead to a sale
- Automatic assignment of prospects to sales reps
Why connect Plezi and Vtiger CRM?
Thanks to our bi-directional integration, changes made in either tool are automatically synchronized in the other. In real time, your sales and marketing teams have access to fully updated lead profiles.
Align your marketing and sales teams
Centralize your data collected on Plezi and Vtiger CRM to put marketing, sales and support on the same wavelength with a single source of information.
Attract and segment prospects with marketing automation
Capture leads from e-mails and forms generated by Plezi, and update your marketing contacts’ information in real time to enable relevant segmentation of your database.
Work together, from a shared view of your customers.
Intelligent alerts and synchronization of your 2 tools ensure that you’re kept informed of any updates associated with an agreement. Break them down into tasks and sub-tasks that can be assigned to your team to improve collaboration.
Want to integrate Plezi with your Vtiger CRM?
Examples of possible optimizations
- Track the leads you generate from contact creation to sale in Plezi, with attribution of sources and medium.
- Gather data from all communication channels and send personalized e-mail campaigns automatically
- Track the time spent working on each lead and automatically insert them into customer invoices
- Attribute revenues to campaigns and channels (SEO, advertising, social media…) to accurately measure your return on investment precisely.
