EBOOK

Supercharging Revenue Growth in 2023 by Addressing CRM Data Leaks

In 2023, businesses need growth strategies to future-proof against uncertainties. Reliable CRM data is crucial for revenue efficiency, but often missing or inaccurate.

To be truly “data-driven” in 2023, revenue leaders must address this issue and ensure complete, accurate, and relevant CRM data. This can lead to better forecasting, lower tech debt, and success for sales, marketing, and customer success teams.

In this ebook, we will tell how you can achieve fuller CRM data and transform your CRM from a system of record to a system of unparalleled revenue growth.

This fundamental change can be the first step to driving predictable and repeatable revenue growth in 2023.

Ebook Cover - Supercharge Growth by plugging CRM Data Leaks

In this Ebook you will learn:

  1. The Impact of Poor CRM Data on Your Revenue
  2. Why RevOps teams must urgently address CRM data leakage.
  3. How to Pave the Way Towards Fuller CRM Data
Featuring Insights from:
  • Rosalyn Santa Elena

    Founder and Chief Revenue Operations Officer at The RevOps Collective

  • Asia Corbett

    Senior Revenue Operations Manager, GTM at Bread Financial

  • John Aguilar

    Senior Director Sales Operations at Lily AI

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Salesforce

  • Bi-directional integration with Nektar.
  • In real-time, automatically create contacts and sync emails and meetings against corresponding accounts, opportunities, and leads.
  • Automatically create historical contacts and sync historical activities that are related to a new, ongoing opportunity. (We call this Time Travel!)
  • Self-heal any erroneous/outdated contacts, contact roles, and activities.
  • Nektar only creates additional records on Salesforce or augments existing records. It never deletes information or overwrites anything.

Gmail

    • Fully automated data capture. No browser extension, email sidebar, or email forwards.
    • Automatically create contacts in your CRM by capturing them from the ‘from’, ‘to’, and ‘cc’ in emails.
    • Enrich your contacts automatically by capturing the job title, phone number, and social profiles from email signatures.
    • Sync every inbound and outbound email automatically into your CRM against the right account, opportunity, and leads.

    LinkedIn Coming soon

    • Bring all buyer-seller interactions on LinkedIn to your CRM
    Coming soon. Get notified when we launch.

    Hubspot Coming soon

    • Automatically create contacts and sync sales activities into HubSpot.
    Coming soon. Get notified when we launch.

    Google Calendar

    • Fully automated data capture. No browser extension, email sidebar, or email forwards.
    • Sync one-time meetings or recurring meetings seamlessly into your CRM, along with the meeting title and schedule.
    • Capture email addresses and automatically create contacts in the relevant account and opportunity in your CRM.
    • Without worry, capture any updates made to a calendar invite – modifications to the participant list and/or the schedule.

    Slack

    • Push revenue intelligence notifications to specific channels and individuals.
    • Notify non-CRM users as well, for example, your engineering, product, finance, legal teams.
    • Define the date and time for delivering the notifications.