Integration programs to ensure data consistency
Sales teams often experience lagging CRM information, manual input errors, etc. Qwilr provides the following safeguards through deep integration:
- automatic synchronization: Automatic two-way synchronization of customer information and transaction status after connecting to Salesforce/HubSpot in Integrations.
- field mapping: Customize the mapping of Qwilr's Quote Amount to CRM's Opportunity Amount field
- Anti-dumbing mechanism: The "Sync Now" button will be triggered every time the proposal content is modified, forcing manual confirmation before updating the CRM.
- revision history (of a web page): All changes are automatically generated into Version History, which can be rolled back to any CRM synchronization point.
Troubleshooting: If you find that the data is not synchronized, it is recommended to check the CRM's API permission settings and make sure that "Offline Mode" is not enabled.
This answer comes from the articleQwilr: a tool for generating professional sales quotation proposalsThe
May not be reproduced without permission:AI productivity tools " How to prevent sales proposal data from being out of sync with your CRM system?
