Simian users can now
manage and monitor the delivery of sales reels and other presentations through
such popular platforms as Salesforce, Pipeline Deals, Highrise and Zoho.
manage and monitor the delivery of sales reels and other presentations through
such popular platforms as Salesforce, Pipeline Deals, Highrise and Zoho.
Laguna Niguel, Calif.—Simian,
the global leader in creative workflow and media management solutions, today
announces native integration with most popular CRM (Customer Relationship
Management) platforms, including Salesforce, Pipeline Deals, Highrise and Zoho.
The new integration allows Simian users to send a copy of their sales reels and
other presentations directly to their CRM.
the global leader in creative workflow and media management solutions, today
announces native integration with most popular CRM (Customer Relationship
Management) platforms, including Salesforce, Pipeline Deals, Highrise and Zoho.
The new integration allows Simian users to send a copy of their sales reels and
other presentations directly to their CRM.
Sales representatives and other
users can now manage the sales pipeline more effectively via the seamless
integration of presentations and messages sent from Simian directly into their
CRM’s account history.
users can now manage the sales pipeline more effectively via the seamless
integration of presentations and messages sent from Simian directly into their
CRM’s account history.
“Numerous clients have asked for CRM integration and
whenever we can help our users improve the sales process, we’re all in,” says
Simian COO Brian Atton. “Simian integrates seamlessly with CRM tools to form a
powerful system for managing a company’s entire sales and marketing program.”
whenever we can help our users improve the sales process, we’re all in,” says
Simian COO Brian Atton. “Simian integrates seamlessly with CRM tools to form a
powerful system for managing a company’s entire sales and marketing program.”
Now, when a Simian user sends a presentation to a contact
listed in her CRM, a copy of the presentation is added the contact’s record,
and the presentation link, title and message are applied to the activity
history. If the contact does not exist, one is created or the information is
added to a list of unresolved items, depending on the CRM platform. Additional
information on CRM integration is available in the Simian Knowledge Base.
listed in her CRM, a copy of the presentation is added the contact’s record,
and the presentation link, title and message are applied to the activity
history. If the contact does not exist, one is created or the information is
added to a list of unresolved items, depending on the CRM platform. Additional
information on CRM integration is available in the Simian Knowledge Base.
CRM integration is available free to all Simian users.
“Simian’s CRM integration helps sales professionals work
smarter and more efficiently,” says Atton. “In an industry where timeliness is
critical, we believe that this new capability provides our users with a
significant competitive advantage.”
smarter and more efficiently,” says Atton. “In an industry where timeliness is
critical, we believe that this new capability provides our users with a
significant competitive advantage.”
About Simian:
Simian™ takes the business of managing digital media to the
next level with an innovative workflow and ideation platform designed by
industry leaders for industry leaders. Simian’s streamlined, yet highly
flexible platform has set the industry standard for online media sharing and
workflow solutions for creative companies.
next level with an innovative workflow and ideation platform designed by
industry leaders for industry leaders. Simian’s streamlined, yet highly
flexible platform has set the industry standard for online media sharing and
workflow solutions for creative companies.
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