We’re excited to release an all new feature for the Colabo CRM Companion. Users can now import leads and lead data into their CRM directly from the CRM Companion. This eliminates multiple steps and allows sales reps to do more without leaving their CRM.
How it works
When a user is in their CRM (Salesforce or Oracle Sales Cloud), and viewing a lead or a contact, Colabo makes an API call to search for the record being viewed. If the lead exists in Colabo, it will show in the same way that it has in the past, but if a lead is not found in Colabo the CRM Companion will display the option to “Click to enrich lead with fresh data”.
Clicking the green “+” button will import the data from the CRM record and create a new lead in Colabo with all of the information it can gather from the record (Name, company, title, phone, email, address etc.)
Clicking the back arrow (<--) will remove the overlay and reveal the leads list.
We hope you find value in this new feature!
Happy hunting – The Colabo Team.