One of the most common requests I get from the Zoho sales team goes like this: ”I am working with a hot prospect who is evaluating our product and X & Y competitors – can you email me all the UPDATED documents asap?”.
Does this sound familiar?
This is really common across any sales & marketing organization. So over time we’ve started using solutions like Zoho Docs, Google Docs, Dropbox or SharePoint, which work really well for general sharing, but they’re missing a critical thing: they don’t talk to your CRM system.
That makes it hard to make sure everyone is using the latest version of the document they need – and also important is the fact that you can’t control who has access to what according to their role and access permissions. Plus, rather than searching for existing documents in computers, mailbox and other places, wouldn’t it be great if our salespeople spent their valuable time on developing a strong sales pipeline?…