How do you eliminate the repetitive task of manually updating CRM records for your sales team?

2025-08-20

205

Solution: Automate CRM Updates with Zams

Background: The sales team spends a lot of time manually updating the CRM, which is not only inefficient but can also lead to inconsistent data.

Core steps::
1. Connect to data sources: Authorize access to CRM systems (e.g., Salesforce) and other data sources (e.g., Gong, mailboxes, etc.) from the "Integrations" page in Zams.
2. Creating Intelligences: Enter a natural language command on the Agents page, such as "Automatically pull notes from Gong after each call, and store them in Salesforce in BANT format".
3. Setting Trigger: You can select "Every new call ends" as the trigger condition.
4. Test Deployment: Activate Intelligentsia after running a test
Extended Applications::
- Automatically synchronize contracts: Connect to DocuSign and other e-signature tools for real-time contract status updates.
- Automatic customer categorization: automatic tagging based on frequency of customer interactions
- Cross-platform data synchronization: ensure data consistency across different systems such as HubSpot, Salesforce, etc.

Effectiveness: According to the actual case of Zams, using this solution can save the sales team 80% data entry time.