Articles tagged "Sales & business development"

Beyond the sales pipeline: Using a CRM for customer success

Here's how a CRM can benefit your customer success team—and how to make it work.

The ultimate guide to pipeline management

Pipeline management is how companies organize and optimize their business processes, such as sales pipelines and inventory. See our guide for optimizing yours.

How to automatically add Seamless.AI contacts to a Google Sheet

Transfer your contacts out of Seamless.AI instantly and reliably.

How to add logic and filters to your Zaps to close deals

In this presentation from ZapConnect 2022, Zapier Expert Andy Wingrave shows how Zapier's built-in tools can help you filter out unqualified leads and prevent duplicate records in your CRM.

Make sales outreach easy with Kixie

When you pair Zapier with Kixie and your email marketing tool (like ActiveCampaign), you can send prompt, tailored messages to a large volume of leads.

Easily print contracts with ezeep Blue

Learn how to use automation to instantly print newly signed Docusign contracts with ezeep Blue.

3 ways to automate Seamless.AI

Use Zapier to automate your Seamless.AI workflows and spend more time reaching out to leads and closing deals.

Create calendar events based on your sales pipeline stages

Use Zapier to connect your CRM to Google Calendar. Ensure you have time for contracts and proposals by automating calendar events based on CRM pipeline stages.

Balance sales outreach and research with Seamless.AI

Learn more about Seamless.AI and how it can transform your prospecting research.

App spotlight: LeadConnector

Discover how to improve your sales pipeline by automating LeadConnector with Zapier.