Teamleader Blog Article

Get More Out of Teamleader by Using PieSync

Vanessa - PieSync Vanessa - PieSync on 23-Jan-2017 16:58:19 in Digitisation & Productivity

Get More Out of Teamleader by Using PieSync

Good quality data is essential for your sales and marketing campaigns. This integration can help you collect this data!

CRMs are a great invention, they save time, centralize your database and help you to schedule follow-ups. But there is a dark side to the technology. A secret that all sales teams know - CRMs require a lot of manual data entry. Good quality data is essential for your sales and marketing campaigns. This integration can help you collect this data!

Have you heard the news? You can now sync Teamleader with your business cloud apps using PieSync!

“That’s great,” you think “but what can I do with this new integration exactly?”

Concretely speaking, a lot.

I’ll run you through how PieSync can help you to dramatically reduce data entry, and data entry errors. I’ll also show you how PieSync can add value to your marketing automation and customer care flows - giving you Enterprise Quality automation on a small business budget.

Eliminate Data Entry and Data Entry Errors

CRMs are a great invention, they save time, centralize your database and help you to schedule follow-ups. But there is a dark side to the technology. A secret that all sales teams know - CRMs require a lot of manual data entry.

You could literally spend hours every day typing in the contact information from all those business cards you’ve collected. Or transferring your new email contacts from your email provider to your CRM.
Not only can hours of your time be lost to manual data entry, but you also increase the likelihood of inaccurate or incomplete data.

Good quality data is essential for your sales and marketing campaigns. In fact, a recent report found that 83% of organizations believe their revenue is being negatively affected by inaccurate or incomplete data. One way to combat bad data is to cut back on manual data entry operations.

But we have great news! Together with the help of Teamleader, we’ve thought of an ingenious way to slash hours from manual data entry and drop error rates to almost zero. You just need to take advantage of a couple of integrations to get you going.

Teamleader Business Card Scanner

Using Teamleader as your centralized database, you need to start using the brand new Teamleader Business Card Scanner on the Teamleader Mobile App.

In one simple app you take a picture of any business card and it transfers all of the contact information on the business card into your Teamleader database. You can then edit this information or add it to an existing contact. We tested this feature out, and let me tell you it’s super-accurate.

In one small app your business card woes are over. What about all the new contacts you’re getting via email? No problems!

EverContact

Are you using Gmail or Outlook as your email server? Great! Install EverContact. Evercontact is an email parser that will automatically scan all incoming emails for new contacts. You can then either choose to have your Google Contacts or Outlook Contacts automatically updated or you can manually go through your new contacts and decide which ones to keep.

With its Chrome plugin, EverContact can even fetch contact details from any web page you visit. There is also a “Flashback” feature, which updates all out of date contacts from up to five years ago.

It also continually scans for updated contact information. So if one of your contacts changed jobs or got a new phone number, it will automatically update this for you. Best of all? It’s completely free.

PieSync will continually sync your contacts two-way and in real time between Google Contacts or Office365/Outlook and Teamleader. So you will have access to the most up to date contact information, when you need it most.

Between the Business Card Scanner, EverContact and PieSync, you’ve just saved hundreds of hours every month in contact management.

Streamline your Marketing AutomationStreamline your Marketing Automation

One of the biggest advantages of using the PieSync integration with Teamleader is that you can streamline your marketing automation workflow.

Most marketing teams rely on the good old import/export to get customer and prospect data out of the CRM and into their marketing platform of choice, such as HubSpot or SharpSpring.

PieSync automates this process by syncing contact data between Teamleader and your marketing automation platform. This creates one transparent tunnel through which data flows bi-directionally.

Your marketing team can send targeted emails to prospects using the most up to date information. Warm leads generated by the marketing team’s efforts will automatically be synced to Teamleader so your sales team can follow-up on them. Your sales team will be instantly armed with the correct information, to help them build relationships and close sales.

Better customer care with PieSync

Take Customer Care to the Next Level

We’ve heard the news that customer service is the new marketing. Your customer are expecting top-notch highly-personalized customer service when something goes wrong.

The fact is, your customer data is spread across multiple apps. You’ve got sales notes in your CRM, buyer persona details in your marketing platform. Customer care is working in their own platform and they’re in the dark about all of your customers. Until those customers call in with a question.

The thing is, your customers have already had interactions with your company. They don’t know and don’t care that you have different departments, working in different apps. What they really don’t want to do, is repeat themselves again and again with each new interaction with your company, as if they are a brand new customer rather than a loyal one.

In fact a recent report from Zendesk found that 42% of people surveyed said that their definition of bad customer service is having to repeat their story to multiple agents.

The best way to prepare your customer care team is to make sure they have access to all customer information, giving them a 360° view on your customers.

By using PieSync you can sync your CRM, marketing automation, and customer care platforms together, so that your contacts are correctly shared between your teams.

There’s nothing worse than a customer calling in and your rep saying “Sorry, how do I spell your name - AGAIN?”

Saving Time with PieSync

The biggest benefit of using the PieSync integration is you save time. On average PieSync users save 25 hours per month on contact management.  That’s 3 working days each month that you could be doing something else to boost your business, like working on a new marketing campaign, engaging with your customers on social media, or closing more deals.

Try PieSync today and see for yourself.