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How to Automate Sales Quotes through Business Apps Integration?

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How to Automate Sales Quotes through Business Apps Integration?

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Lack of integrated business systems restricts sales teams from achieving their goals. Learn how to create and streamline sales quote automation with Revv through business apps integration - Zoho CRM, Zapier, and Google Sheets.

Read Blog: https://www.revv.so/blog/create-sales-quote-automation-through-business-apps/

Lack of integrated business systems restricts sales teams from achieving their goals. Learn how to create and streamline sales quote automation with Revv through business apps integration - Zoho CRM, Zapier, and Google Sheets.

Read Blog: https://www.revv.so/blog/create-sales-quote-automation-through-business-apps/

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How to Automate Sales Quotes through Business Apps Integration?

  1. 1. Automate Sales Quotation Process Proprietary & Confidential RevvSales Inc. 1
  2. 2. Proprietary & Confidential RevvSales Inc. Integrate and Automate Sales Quotation 2
  3. 3. Proprietary & Confidential RevvSales Inc. Revv and Zoho CRM Integration Quote Creation 3
  4. 4. Proprietary & Confidential RevvSales Inc. Revv and Zoho CRM Integration The integration can be done directly with Zoho CRM, or through Zapier. 4
  5. 5. Proprietary & Confidential RevvSales Inc. Revv and Zoho CRM Integration After the sync, Revv automatically checks for new leads in Zoho CRM. 5
  6. 6. Proprietary & Confidential RevvSales Inc. Revv and Zoho CRM Integration For each new lead in Zoho CRM, a new folder gets created in Revv. 6
  7. 7. Proprietary & Confidential RevvSales Inc. Revv and Zoho CRM Integration The details like company name, parties to the agreement auto-populates in the quote from Zoho CRM. 7
  8. 8. Proprietary & Confidential RevvSales Inc. Customize Sales Quotation in Revv Customize the quote by editing the template blocks and add elements using drag and drop fields. 8
  9. 9. Proprietary & Confidential RevvSales Inc. Integrate Google Sheets with Revv Quote Creation 9
  10. 10. Proprietary & Confidential RevvSales Inc. Add Price Book in Quote from Google Sheets Link Revv with Google account. 10
  11. 11. Proprietary & Confidential RevvSales Inc. Add Price Book in Quote from Google Sheets Select the sheet. 11
  12. 12. Proprietary & Confidential RevvSales Inc. Add Price Book in Quote from Google Sheets The selected sheet appears in the sales quotation. 12
  13. 13. Proprietary & Confidential RevvSales Inc. Add Price Book in Quote from Google Sheets Control the visibility of columns: 1. Select the table 2. Go to "Manage Columns" 3. Choose which columns to show or hide 4. Sync it again 13
  14. 14. Proprietary & Confidential RevvSales Inc. Share the Sales Quotation with Customer Share the quote with customer directly in Revv for acceptance or e-signature. 14
  15. 15. Proprietary & Confidential RevvSales Inc. Track the Sales Quotation Activity in Revv Track status of document in the “Activity” tab - when the document was opened, sent, received, and signed. 15
  16. 16. Proprietary & Confidential RevvSales Inc. Access the Signed Quotation in Revv Anytime Revv stores the signed document in a folder. 16
  17. 17. Proprietary & Confidential RevvSales Inc. Smartly Manage the Leads in Zoho CRM 17
  18. 18. Proprietary & Confidential RevvSales Inc. Smartly Manage the Leads in Zoho CRM Go a step further and empower Zoho CRM to update lead’s status without any manual intervention. Create a workflow in Zapier to achieve that. 18
  19. 19. Proprietary & Confidential RevvSales Inc. Smartly Manage the Leads in Zoho CRM Zapier enables Zoho CRM to convert the lead into account post document signature in Revv. 19
  20. 20. Proprietary & Confidential RevvSales Inc. Compliance Revv ensures documents safety and security as per latest industry standards and compliance. 20
  21. 21. Proprietary & Confidential RevvSales Inc. Streamline sales quotation process and make your sales team more efficient and customer-ready. 21
  22. 22. Automate sales quotes workflow with Revv! Proprietary & Confidential RevvSales Inc. Contact us at sales@revv.so Visit: www.revv.so/templates

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