CRM blog | Pepper Cloud

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.

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

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.

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.

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!

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.

How to integrate your WhatsApp with Pepper Cloud CRM?

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

WhatsApp API Account and Twilio - A Complete Guide

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

How to integrate Facebook Messenger with Pepper Cloud CRM?

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

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 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.

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.

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.

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.

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.

Pepper Cloud CRM integrates with Xero

Keep track of your sales and accounting with a powerful integration between Pepper Cloud CRM and Xero accounting software.

Glossary - A guide to CRM terms

In this CRM glossary, find out the key terms and definitions that are used in Pepper Cloud CRM software.

Sales Book Synopsis

Outbounding by William Miller

A book that has everything around and about winning customers with outbound sales and calling off the dependency on inbound leads.

Experience effortless Account transfer and much more

Here are our latest features, workflow improvements and revamped user interface elements.