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.

Opportunitiescrmint2.jpg

  • 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!
Using customer references during the sales process is a huge plus but can be very time consuming. References Online has made it easy for our company to have access to this valuable resource."
- Sheila Petty
Proposal Manager, Colonial Life
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