Pepper Cloud Marketing - CRM Blog | Pepper Cloud (Page 5)

Product Update

New launch: Direct integration between WhatsApp and CRM

Pepper Cloud CRM offers direct integration with WhatsApp through Cloud API. Here is a detailed product release update.

Product Support

WhatsApp Cloud integration: Connect WhatsApp API with CRM

Step-by-step guide to connect WhatsApp Cloud API with Pepper Cloud CRM

Product Support

WhatsApp Cloud integration: Get WhatsApp account on Facebook

Businesses can now easily get a WhatsApp Business account through Cloud API. Here is a simple and easy step-by-step guide to help you out in the process.

Product Support

WhatsApp Cloud integration: Generate Permanent token

Tokens help you connect your WhatsApp Cloud API with your CRM. Here is a step-by-step guide to generate a permanent token.

CRM

Email marketing with CRM technology: A tool to generate more sales

Email marketing is around for more than half a century and not going anywhere anytime soon. But do you know how to leverage it to generate more sales? Read the blog to know about CRM email marketing and how it can be a powerful in driving your sales.

Product Update

A complete list of Aug + Sept 2022 product updates

✔ UTM Tracking automation ✔ MailerLite integration ✔Integration with Shopify and LinkedIn through Zapier ✔ Message assignment notification ✔ Chinese record import

Product Support

How to integrate Mailchimp with Pepper Cloud CRM?

Integrate the Mailchimp with Pepper Cloud CRM, sync the contacts and leads, and monitor your email campaigns right from your CRM.

Product Support

How to integrate MailerLite with Pepper Cloud CRM?

Integrate the MailerLite email marketing tool with Pepper Cloud CRM, sync the contacts and leads and monitor your email campaigns right from your CRM

Product Support

Track your marketing campaigns with UTM CRM integration

UTM URLs help you track the sources of your leads and other campaign details. Read the blog to know how to generate a UTM URL within the CRM and use it in your marketing campaigns.

Sales and Marketing

How to forecast sales: Methods and best practices

Sales forecasting is the process of predicting the future revenue of your business. Learn how to create accurate sales forecasting in this blog.

Product Support

How to import data into Pepper Cloud CRM?

Know the points to consider before you import data and data formatting tips. Learn the step-by-step process to import data into the CRM.

Sales and Marketing

Why do you need Lead module in CRM?

Learn the importance of the lead module and read about how the lead module in the CRM helps you divide your lead into your contacts, accounts, and opportunities.

Grant

An Overview of Enterprise Development Grant (EDG)

Learn what is Enterprise Development Grant (EDG), EDG grant eligibility criteria, and how to apply for an EDG grant.

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.

CRM

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 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

CRM

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.