Use CRM data in sales prospecting and make the sales process effective by cutting down manual work 📈
The purpose of integrating your CRM with Vainu, is to make your sales process more effective by reducing manual work and to be aware how your existing customers are doing. Leverage the data in your CRM and start by connecting a CRM system to Vainu. Read more here! 💪
Here is what you can do with CRM data filters:
System 🔁: Find companies that are found in your CRM. Include or exclude these companies in your search. Read more about excluding companies from your search: How to do a AND, OR & NOT searches & How to remove companies from your search
Owner’s email 📨: Find companies that are owned by a specific person in your CRM. This filter uses the account owner field found in your CRM.
Latest activity 📆: Find companies that have the latest activity set between, before or after the timeframe you have selected.
Lost deals (count) 🔴: Find companies based on how many lost deals are marked on the account.
Open deals (count)🟡: Find companies based on how many open deals are marked on the account.
Won deals (count)🟢: Find companies based on how many won deals are marked on the account.
Any questions, please contact us through the chat in the bottom right corner or by sending an email to firstname.lastname@example.org!