Articles tagged "Sales & business development"

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

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

Sales metrics: 10 metrics for sales performance to guide your strategy

When it comes to sales metrics, there's no reason to reinvent the wheel. We asked business and sales leaders which sales performance metrics were most important to their business—here's what they said.

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.

Business objectives: How to set them (with 5 examples and a template)

Business objectives are defined, achievable outcomes a company works to achieve over time to reach goals. Here's how to set them.

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.

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.

16 ideas for developing strategic partnerships

Experts weigh in on how to build strategic partnerships that last.

App spotlight: LeadConnector

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