Looking to connect Salestrail to your CRM?

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CONNECT SALESTRAIL TO YOUR CRM
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INTRODUCTION

• Looking to connect Salestrail to your CRM?
• Automate your CRM call tracking with our
  ready-made integrations or the Salestrail API and
  get your sales data to any database you want!

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INTEGRATION OPTIONS
Integrate call logs and recordings with
Salesforce Hubspot Leadsquared Any other
system using Salestrail API
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CONNECT WITH YOUR FAVORITE APPS SOFTWARE
Capture and collect all the information you need
wherever you want. Automatic sales activity
reporting Generate sales reports on
activity-based metrics with call details,
conversion rate, etc.
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CENTRALIZED DATA MANAGEMENT
Keep all your data in one place. If your sales
teams use many tools, our integrations and API
allow you to push data to your central database.
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TRIGGER CUSTOM WORKFLOWS
Create custom workflows to capture sales data in
your CRM. Require sales reps to add notes
after every call and meeting easily.
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DESIGN YOUR OWN DASHBOARD
Salestrail gives you full control over your
data. Build your own dashboards or integrate
data with existing BI or reporting tools using
our API.
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BENEFITS OF INTEGRATING SALESTRAIL WITH CRM
Search for CRM leads/contacts/accounts in the
phone app. Push call data directly into your
CRM (duration, call type, answered/unanswered/inbo
und/outbound). Push call recording links to
your CRM. Include only CRM-matched calls in
dashboard overviews and custom graphs. Combine
call data with CRM data.
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CONCLUSION
Make the most of Salestrail by integrating it
with your CRM. Automate call tracking, generate
detailed reports, and streamline your sales
process.
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THANK YOU
FOR WATCHING