The StorySlab advanced CRM Integration enables sales reps and managers to easily track their client meetings and content sharing activity from within their CRM solution. Since sharing activity is automated and manual data entry is eliminated, sales reps and teams can now have real-time insight into the buyer’s landscape.
This integration allows you to:
- Gage the effectiveness of your content
- Gain insights into prospect’s behavioral data
- Reduce data entry in sales workflows
Get started by asking your StorySlab representative to enable your CMS Dashboard for CRM Integrations.
Then, log in to your Dashboard, and press the Integrations button (puzzle piece) at the top right.
Next, press "Manage Integrations."
In the pop-up window, press "Integrations" on the left, then enter the name of your CRM in the search bar, and select it from the results.
Press "Authorize" then log in to your CRM and follow any prompts.
That's it! Now, your sales team's Share+ and Sessiontagger data will automatically populate into your CRM for all existing leads.
Learn more about Sessiontagger