How to Automate Sales Quotes through Business Apps Integration?

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/

Transcript

1. Automate Sales Quotation Process 1 © 2020 Revvsales, Inc. All rights reserved.
2. Integrate and Automate Sales Quotation 2 © 2020 Revvsales, Inc. All rights reserved.
3. Revv and Zoho CRM Integration Quote Creation 3 © 2020 Revvsales, Inc. All rights reserved.
4. Revv and Zoho CRM Integration The integration can be done directly with Zoho CRM, or through Zapier. 4 © 2020 Revvsales, Inc. All rights reserved.
5. Revv and Zoho CRM Integration After the sync, Revv automatically checks for new leads in Zoho CRM. 5 © 2020 Revvsales, Inc. All rights reserved.
6. Revv and Zoho CRM Integration For each new lead in Zoho CRM, a new folder gets created in Revv. 6 © 2020 Revvsales, Inc. All rights reserved.
7. Revv and Zoho CRM Integration The details like company name, parties to the agreement auto-populates in the quote from Zoho CRM. 7 © 2020 Revvsales, Inc. All rights reserved.
8. Customize Sales Quotation in Revv Customize the quote by editing the template blocks and add elements using drag and drop fields. 8 © 2020 Revvsales, Inc. All rights reserved.
9. Integrate Google Sheets with Revv Quote Creation 9 © 2020 Revvsales, Inc. All rights reserved.
10. Add Price Book in Quote from Google Sheets Link Revv with Google account. 10 © 2020 Revvsales, Inc. All rights reserved.
11. Add Price Book in Quote from Google Sheets Select the sheet. 11 © 2020 Revvsales, Inc. All rights reserved.
12. Add Price Book in Quote from Google Sheets The selected sheet appears in the sales quotation. 12 © 2020 Revvsales, Inc. All rights reserved.
13. 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 © 2020 Revvsales, Inc. All rights reserved.
14. Share the Sales Quotation with Customer Share the quote with customer directly in Revv for acceptance or e-signature. 14 © 2020 Revvsales, Inc. All rights reserved.
15. 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 © 2020 Revvsales, Inc. All rights reserved.
16. Access the Signed Quotation in Revv Anytime Revv stores the signed document in a folder. 16 © 2020 Revvsales, Inc. All rights reserved.
17. Smartly Manage the Leads in Zoho CRM 17 © 2020 Revvsales, Inc. All rights reserved.
18. 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 © 2020 Revvsales, Inc. All rights reserved.
19. Smartly Manage the Leads in Zoho CRM Zapier enables Zoho CRM to convert the lead into account post document signature in Revv. 19 © 2020 Revvsales, Inc. All rights reserved.
20. Compliance Revv ensures documents safety and security as per latest industry standards and compliance. 20 © 2020 Revvsales, Inc. All rights reserved.
21. Streamline sales quotation process and make your sales team more efficient and customer-ready. 21 © 2020 Revvsales, Inc. All rights reserved.
22. Automate sales quotes workflow with Revv! Contact us at sales@revv.so Visit: www.revv.so/templates © 2020 Revvsales, Inc. All rights reserved.