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#Sales Productivity

5 articles tagged Sales Productivity.

Zoho · Zoho

Zoho Assist for Sales: Yes, Reps Should Have Screen-Share Power

Most teams give Assist to support and forget sales exists. The right Assist setup for sales solves the lost-deal-on-config-help problem.

3 min read
Zoho · Zoho

Zoho Meeting + CRM: Track Every Sales Call Without Lifting a Finger

Reps booking meetings in one tool and updating CRM in another is how activity data dies. Here is the integration that makes meeting data automatic.

2 min read
Zoho · Zoho

Cliq Bots for Sales Teams: 5 Patterns Beyond Slash Commands

A good Cliq bot kills three internal emails a day per AE. Here are the five bot patterns that paid for themselves in the first sprint.

2 min read
HubSpot · HubSpot

Custom Card Actions: Turning Right-Rail Into a Workspace

Custom card actions in HubSpot UI Extensions let reps act without leaving the record. Here are the patterns worth shipping.

2 min read
Zoho · Zoho

Zoho Writer Mail Merge from CRM: Personalized Docs at Scale

Mail merge sounds 1990s. For sales, it is the difference between a generic NDA and a per-deal contract assembled in 90 seconds. Here is the setup.

2 min read