CRM blog | Pepper Cloud

Featured Posts

WhatsApp promotional messages: Tips, Use cases, and Examples

6 min read

Marketing

Cracking the sales management code

4 min read

Sales Book Synopsis

CRM Software for Small Businesses - What, How, and Why?

6 min read

CRM

Pepper Cloud CRM integrates with Xero

2 min read

Product Update

Latest Posts

Product Support

How to set up “Away” message?

Learn about "Available" and "Away" status in the message module. Read and know more about what are they and how to set up away messages in your CRM.

Product Update

Latest CRM integrations and product updates - July 2022

✔ Tags ✔ Zoom integration ✔ Zapier integration ✔ Kanban view customisation ✔ Scheduling broadcast message ✔ Quotation clone ✔ Away status ✔ Global search

Product Support

Guidelines to use Global search

Learn about global search, the criteria for global search, and the step-by-step process to search effectively.

Sales Book Synopsis

Outbounding by William Miller

Learn the differences between outbound and inbound sales, the importance of outbound sales in growing your business, the skills required for outbounding, and how to become successful with outbounding strategies.

Marketing

WhatsApp promotional messages: Tips, Use cases, and Examples

WhatsApp has always been a fast, simple, and convenient messaging channel. Learn how you can leverage it for your business growth with WhatsApp promotional messages.

Product Support

How to import Facebook ad leads into CRM?

Here are the main steps: 1. Integrate your Facebook lead ad form with CRM. 2. Configure the form within the CRM. Read the blog for detailed steps.

Product Update

Empower your sales team with new CRM updates

✔ Facebook lead ad form integration ✔ Office 365 calendar integration ✔ Single screen for all the quotations ✔ Other enhancements

Product Update

Upgrade your sales experience with the latest CRM features

✔ Facebook messenger integration ✔ Send audio messages and documents on WhatsApp ✔ Merge channels ✔ Google calendar integration ✔ Xero quotation listing screen ✔ Quick and advanced filters

Marketing

WhatsApp Message Templates for your Business: Introduction & Examples

WhatsApp message templates are pre-approved messages that companies send to their leads. Read more about Message templates and check out a few examples in this blog.

Product Support

How to Merge Contacts in your Message Module?

The "Merge" option helps you consolidate chats from multiple channels, sent by a single user. Learn how you can merge your contacts.

Sales Book Synopsis

Cracking the sales management code

The secret of effective sales management is measuring, managing, and following the right methods. You can learn about all these in the "Cracking the sales management code" book.

Grant

An Ultimate Guide to Productivity Solutions Grant (PSG)

A step-by-step guide on how to apply for Productivity Solutions Grant (PSG),the Singapore government's grant for business entities.

CRM

A Complete Guide to CRM Software

What is CRM, the evolution of CRM, types of CRM, CRM implementation, and how to use CRM - Know everything in this article!

Product Update

Meet your Leads where they are with WhatsApp Integration

Talk to your WhatsApp leads right from your CRM with this powerful WhatsApp CRM integration. Learn how WhatsApp CRM integration can benefit your business and empower your sales team.

Product Support

How to integrate your WhatsApp with Pepper Cloud CRM?

Step-by-step process to integrate your WhatsApp messenger and Pepper Cloud CRM.

Product Support

WhatsApp API Account and Twilio - A Complete Guide

Use the guide to learn how to get WhatsApp API from WhatsApp partner, Twilio.

Product Support

How to integrate Facebook Messenger with Pepper Cloud CRM?

A step-by-step guide to integrate your Facebook messenger with Pepper Cloud CRM.

Product Support

A Guide to Connect Xero with Pepper Cloud CRM

With this step-by-step guide, learn how to integrate your Xero account with Pepper Cloud CRM, generate, view, edit, and send quotations.

CRM

CRM Software for Small Businesses - What, How, and Why?

A small business CRM software can help in managing sales, leads, accounts, opportunities and much more. Learn how to choose CRM for your business and use it beneficially.

CRM

WhatsApp CRM Integration: All you need to know

WhatsApp Business API is designed for small but growing enterprises. And it is very different from WhatsApp Business App. How can WhatsApp Business API benefit your business? Learn about it in this blog.

Product Support

A Comprehensive Guide to Channel Integrations and their Features

Learn how to integrate your WhatsApp and Facebook messenger with Pepper Cloud CRM and how to use the various features of Channel integrations.

Product Support

A Guide to integrate Zoom meetings with Pepper Cloud CRM

Learn how to connect Zoom meetings with your Pepper Cloud CRM system.

Marketing

Why Email-CRM integration is a must for businesses?

Emails can be a critical way to reach out to your target audience, have personalised conversations, and nurture your leads. An email integrated CRM can make the process easier and more efficient.

Product Update

A complete list of December 2021 product updates

Logs, Recurring Opportunities, Cloning Opportunities, and Inbox improvements - Here's an account of December month's product updates.

Sales

A step-by-step guide for lead qualification

A pool of qualified leads is what it takes for companies to achieve their goals and seek long-term sales prospects. Learn the process of lead qualification in this blog.

How to set up “Away” message?

Featured Posts

WhatsApp promotional messages: Tips, Use cases, and Examples

Cracking the sales management code

CRM Software for Small Businesses - What, How, and Why?

Pepper Cloud CRM integrates with Xero

Latest Posts

How to set up “Away” message?

Latest CRM integrations and product updates - July 2022

Guidelines to use Global search

Outbounding by William Miller

WhatsApp promotional messages: Tips, Use cases, and Examples

How to import Facebook ad leads into CRM?

Empower your sales team with new CRM updates

Upgrade your sales experience with the latest CRM features

WhatsApp Message Templates for your Business: Introduction & Examples

How to Merge Contacts in your Message Module?

Cracking the sales management code

An Ultimate Guide to Productivity Solutions Grant (PSG)

A Complete Guide to CRM Software

Meet your Leads where they are with WhatsApp Integration

How to integrate your WhatsApp with Pepper Cloud CRM?

WhatsApp API Account and Twilio - A Complete Guide

How to integrate Facebook Messenger with Pepper Cloud CRM?

A Guide to Connect Xero with Pepper Cloud CRM

CRM Software for Small Businesses - What, How, and Why?

WhatsApp CRM Integration: All you need to know

A Comprehensive Guide to Channel Integrations and their Features

A Guide to integrate Zoom meetings with Pepper Cloud CRM

Why Email-CRM integration is a must for businesses?

A complete list of December 2021 product updates

A step-by-step guide for lead qualification

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