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Using Podio for CRM - Benefits & Testimonials

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Track leads, manage customer relationships and organize your sales team in one place.

CRM tools are often incredibly dull, overly complicated, or both. Podio is designed to make tracking your leads and sales as lightweight and easy as possible. Combined with real-time communication and task management in one place – Podio is the first CRM tool your team will love to use.

Podio is completely customizable to your sales process. You define the information you want to record and track – so your sales team isn't slowed down with irrelevant features and complications. Creating deal pipelines and sales reports that update live is also done in minutes.

With a tool that puts the focus on collaborating and sharing, you’ll improve data quality and make sure your team is always armed with up to date information about your leads and customers.

Links included:

Understand Podio in 60 seconds: https://help.podio.com/hc/en-us/articles/206192527-Understanding-Podio-in-60-seconds

See the #PodioEffect: https://www.youtube.com/watch?v=EmrTeRgpchs

Explore our site to learn more and signup free today.
Visit our website: www.podio.com

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Using Podio for CRM - Benefits & Testimonials

  1. 1. Use Podio for CRM Track leads, manage customer relationships and organize your sales team in one place. CRM tools are often incredibly dull, overly complicated, or both. Podio is designed to make tracking your leads and sales as lightweight and easy as possible. Combined with real-time communication and task management in one place – Podio is the first CRM tool your team will love to use. Podio is completely customizable to your sales process. You define the informa- tion you want to record and track – so your sales team isn't slowed down with irrelevant features and complications. Creating deal pipelines and sales reports that update live is also done in minutes. With a tool that puts the focus on collaborating and sharing, you’ll improve data quality and make sure your team is always armed with up to date information about your leads and customers. UNDERSTAND PODIO IN 60 SECONDS
  2. 2. PODIO WILL HELP YOU... ELIMINATE DATA BLINDNESS ELIMINATE EMAIL OVERLOAD ELIMINATE COMMUNICATION LAGS Mention a colleague on a task, sale, or meeting, or send a chat message for a quick reply. Communication is human and natural on Podio for better clarity while resolving issues efficiently, and effortlessly. Rich reports and graphs help break down all your data to provide useful metrics that help motivate your team and identify problem areas before they grow. Setup an easy to digest dashboard for a realtime pulse of what’s happening across your business, giving you insight into your most valuable asset – your team. ELIMINATE A DISCONNECTED PIPELINE Having everything from discovery call notes to offer details for every lead on Podio, will give your team the overview they need in one place. Close information gaps to save time, and boost sales by arming everyone with the right info. Finally a less formal way to communicate across the company – helping you align your efforts and simply enjoy working together. You’ll notice the difference it makes when team members can like and comment on posts to share their response – rather than sending another email to the group. Banishing internal email will be a breeze! 538 ? $ !!
  3. 3. MORE REASONS WHY PODIO IS A PERFECT FIT FOR YOUR TEAM Personalized training and implementation support will help you get off to a flying start with your new tool. You can then rely on outstanding ongoing phone and chat support for your entire team from your Podio account manager. An open API provides you full flexibility to connect Podio to any tool, or extend its functionality. Our strong, international ecosystem of partners are on hand should you need help in this area. HTTPS Encryption on all data between the Podio service and the client web browser. All data is hosted at the Citrix Datacenters in Frankfurt and Amsterdam, and delivered through Amazon Web Services in Dublin. Podio works wherever you do. Whether online at podio.com or using the fully featured mobile apps for iPhone, iPad, and Android you’ll be able to stay coordinated with your team anwhere.. Accessible & Mobile Secure Support & Training Connected A FEW OF OUR CUSTOMERS DOING GREAT WORK WITH PODIO
  4. 4. PODIO GOES FAR BEYOND PROJECTS Citrix (NASDAQ:CTXS) is the cloud company that enables mobile workstyles—empowering people to work and collaborate from anywhere, easily and securely. With market-leading solutions for mobility, desktop virtualization, cloud networking, cloud platforms, collaboration and data sharing, Citrix helps organizations achieve the speed and agility necessary to succeed in a mobile and dynamic world. Citrix products are in use at more than 260,000 organizations and by over 100 million users globally. Learn more at www.citrix.com. © 2015 Citrix, LLC. All rights reserved. Citrix, and Podio are trademarks of Citrix or a subsidiary thereof, and are or may be registered in the U.S. Patent and Trademark Office and other countries. All other trademarks are the property of their respective owners. With the hundreds of thousands of businesses using Podio, it’s no surprise they do so many different ways. That’s because Podio’s entirely customizable and easy to expand into new use-cases. For example, you could start with Podio as your CRM and expand to organizing marketing campaigns or running projects with clients – all at no extra cost. And beyond closing more deals faster while boosting collaboration and team spirit, you’ll have a tool that’s always ready to manage any business process you want to structure a better way. THOMAS NICHOLS Mobile Expert at Ekito SEE THE #PODIOEFFECT AT PLAY Podio covers many of our needs in one place – wikis, functional apps, internal communications and more. It’s an agile way of working and interacting internally and with customers. Explore our site to learn more and sign up free today. VISIT OUR WEBSITE

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