8 maneiras pelas quais o Zapier ajudará a otimizar suas vendas

1. Leitor de cartão de visita: digitalize seus contatos no Salesflare

You’ve just gone to a conference and met a bunch of potential leads.

Na segunda-feira de manhã, você tem uma pilha de cartões de visita para inserir manualmente.

Don’t let that stack of business cards get you down.

With Zapier, you can integrate Contacts+ (formerly FullContact)’sbusiness card reader directly with Salesflare.

Basta digitalizar o cartão de visita em seu aplicativo FullContact e *boom* um contato, conta e oportunidade são criados no Salesflare.

From there you have control. 💪

Based on who you met — whether they were potential investors, customers, partners, you name it. You decide which stage of the pipeline they belong in.

2. Subscribers list: keep your leads lists in sync

You’re at the office killing sales, now that you manage them in Salesflare.

Except, potential leads are subscribing to your MailChimp list and you’re still manually pushing them to Salesflare. 🤔

Economize tempo. O Zapier cria um contato, conta e oportunidade para você no Salesflare quando um novo lead se inscreve no MailChimp.

Now that you’ve got your subscribers in the lead stage of your pipeline in Salesflare, it’s up to you to follow up. 💬

3. Contact form submissions: push your leads into one place

You’re at your desk, following up with leads through Salesflare, when the lightbulb goes off. 💡

Por que não enviar automaticamente os leads do seu formulário de contato para o Salesflare?

Deixe o Zapier fazer o trabalho de empurrar.

Quando alguém preenche seu formulário de contatoO Zapier cria um Salesflare conta. 

Think of all the time you just saved by not manually entering leads. 👊

4. Calling apps: keep your call logs together

In the world of sales, calling is inevitable. Thankfully, Salesflare logs calls automatically. 🎉

Using Android? Salesflare auto-syncs with your call history. iOS user? When you call from the mobile app, it’s logged in the timeline as well.

Usando um aplicativo de chamadas na nuvem ou VOIP?

Configure-o com o Zapier e essas chamadas também aparecerão nas linhas do tempo da conta.

Keep going about your sales calls as normal. Zapier + Salesflare will take care of it for you. 👌

5. Customer success: sync all interactions with contacts

With Salesflare, all email, meeting, and phone call interactions with contacts are pulled in effortlessly. ✨

But what happens when you’re interacting with leads through your customer service app?

Don’t let that slow you down. Zapier will make a note in Salesflare when a new conversation comes into Intercom.

Agora, todas as interações com seus contatos permanecem nas linhas do tempo da conta. Não é necessário ficar pulando de um lado para outro.

6. Team communication: celebrate your wins

You’re closing deals. 🙌 It’s time to celebrate. Let your teammates know in Slack without lifting a finger.

Watch that sales channel fill up. 💸

7. Invoicing: automate it

Now that you’ve closed the deal, it’s time to get paid. 💰

You’re nearly done celebrating but you still have an invoice to make.

Don’t let that be what takes up your time.

Integre o Salesflare com o QuickBooks e deixe que o Zapier cuide da transferência para o faturamento para você.

Wave goodbye to manual invoices. 👋

8. Gerenciamento de projetos: transforme as vendas em projetos

As fun as celebrating wins and getting paid are, they don’t last forever. It’s time to get to work.

Don’t let transferring data between apps slow you down.

Faça com que o Zapier crie um novo cartão no Trello toda vez que uma oportunidade for conquistada no Salesflare.

Moral of the story — leave the robotic tasks for the robots so you can focus on the meaningful stuff.

If you’ve set up your own Salesflare+Zapier magic that you think should’ve made the list, show us what you got!