Integration with CRM

Sales Enablement CRM Integration


Choose a sales enablement platform that sales will actually use! RO|Enablement integrates with your current CRM, including Salesforce.com, right in the CRM tabs so your sales team can use it in-stride with the programs they are using on a daily basis.

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  • Find an Asset
    • CRM integration helps you find the right collateral for your prospect's selling situation right from the opportunities dashboard in Salesforce.com.
  • Send a Spotlight
    • Want your prospect to learn more about your offering, or have collateral they might be interested in? Send them a Spotlight without leaving the Salesforce platform! Convenient CRM integration adds value by making multi-tasking more efficient in an all-in-one system.

Contacts

  • Send an Invitation
    • Send prospects an invitation to view one of your pre-built spotlights without having to leave Salesforce.com or craft a separate email. CRM integration lets you do it all in one place efficiently and effectively and get back to doing what you do best - selling!
Want to learn more about CRM integration with RO|Enablement? Take a more in-depth tour of RO|Enablement with a member of our team today!
Honestly, anymore I can’t imagine not having a solution like this, and it’s one of those, “Gosh, why didn’t I do it years ago?” The ability to capture information around your customers is probably the most critical dataset... and to be able to manage that smartly and efficiently is absolutely paramount to success."
- Christine Bottagaro
Senior Manager, Global Customer Success, Sybase
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