Storydoc supports integration with major CRM tools such as Salesforce or HubSpot. Users need to generate an API key in the CRM platform and paste it into Storydoc's "Integrations" settings to complete the connection. Once integrated, the presentation's interaction data (e.g. customer view history) is automatically synchronized to the CRM system, creating a complete profile of customer behavior.
For sales teams, this feature enables:
- improve efficiency: No need to manually record customer feedback, data is synchronized in real time.
- Optimize follow-up strategies: Develop a targeted communication plan based on customer behavior during the presentation (e.g., repeatedly viewing the pricing page).
- quantitative effect: Evaluate the actual impact of the presentation on the sales process by analyzing the data.
This answer comes from the articleStorydoc: The Smart Tool for Quickly Creating and Editing Interactive PresentationsThe
May not be reproduced without permission:AI productivity tools " How does Storydoc integrate with CRM tools? How does this feature help the sales team?
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