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CRM + LivePreso: Automatically transform your customer data into interactive content

LivePreso June 15, 2021

Customer relationship management (CRM) platforms can help you manage all communications and interactions related to your customers and prospects. From data organisation and reporting to segmentation and sales forecasting, CRM platforms are integral to the ongoing success of your business.

A CRM integration connects your CRM platform with your existing suite of tools and applications. Without integration, the process of extracting data and updating other systems that are part of the sales workflow is completely manual (and incredibly time consuming).

LivePreso delivers CRM integration to help you automate sales workflows and gain data-driven insights into your customers and prospects. We partner with industry-leading CRM platforms—including Salesforce Sales Cloud, Microsoft Dynamics 365, SAP Business One, Iress XPLAN, Copper, Box+Dice and more.

By seamlessly and securely integrating company and CRM data, LivePreso automatically creates bespoke, customer-relevant content. This drastically reduces repetitive, time-consuming admin from hours or days to just minutes. LivePreso’s comprehensive activity tracking also provides meaningful analytics that drive best practice, guided selling and deliver actionable insights for ongoing optimisation straight to your CRM platform.

“Our integration with our customers’ CRM platforms means account managers, salespeople and advisers aren’t losing precious time to repetitive preparation tasks”, said Aaron Cooper, LivePreso co-founder and CEO. “As a result, internal databases are automatically leveraged, and updated, and our customers gain an interactive suite of content to support them in market.”

And the results speak for themselves: REA Group’s sales presentation prep time shrunk from 24 hours a week to 1 hour; XREF are now closing twice the amount of deals in half the amount of time; and FCM Travel (US) achieved record productivity gains after automating their account reviews.

Want to learn more about how you can automate your sales workflows and increase the efficiency of your sales team? Schedule a time to speak with our team.