CRM Blog | Pepper Cloud (Page 2)

Revolutionising business communication with CRM phone system integration

Enhance team efficiency with CRM phone system integration. Track calls,improve follow-ups, and streamline business communication all in one place

Product Update

Account associations, Instagram integration updates, and more

✔ LLM preferences ✔ Email integration updates ✔ Account association ✔ Direct Instagram integration ✔ Export chat conversation

Product Update

New features for intelligent insights and simplified CRM processes

Boost CRM efficiency with new features: ✔ AI insights ✔ Confluence integration ✔ KrispCall integration ✔ Opportunity filters ✔ Media templates in chatflow and workflow.

Product Support

Enhance business communication with KrispCall and CRM integration

Seamlessly integrate KrispCall with Pepper Cloud CRM to streamline calls, auto-log interactions, and boost sales efficiency—all within one platform.

Unified knowledge base with Confluence CRM integration: A user guide

Effective knowledge management is crucial for any organisation, especially those relying on customer relationship management (CRM) tools. Integrating Confluence with your CRM enhances collaboration, making knowledge easily accessible for your team. This guide will walk you through the integration process, adding Confluence pages to your CRM knowledge base, and managing

Product Support

Pepper Cloud CRM Outlook add-in: A complete guide

Effortlessly connect Outlook with Pepper Cloud CRM. Log emails, manage contacts, and streamline your workflow with the Outlook add-in.

Sales and Marketing

Conversational chatbots for sales and marketing: Top 8 use cases

Discover the top use cases for conversational chatbots in sales & marketing—boost engagement, automate tasks, and drive more conversions.

Product Support

Mastering task management with the enhanced task module: A comprehensive guide

Boost productivity with the enhanced task module! Discover key features, use cases, and tips for efficient task management in your CRM.

Product Update

Enhanced task module, chatbot cloning, and other enhancements

✔ Enhanced Task Module ✔ Chatbot Topic Cloning ✔ Message draft and ✔ Group conversation summary

Product Support

Facebook data deletion instructions: A step-by-step guide

Manage your app connections, enhance security, and take control of your business data. Learn how to remove the Pepper Cloud CRM integration from Facebook with this step-by-step guide.

Product Support

A guide to creating and managing custom fields in CRM

Learn how to create and manage custom fields in Pepper Cloud CRM to capture specific information important to your business. Discover the types of custom fields, how to add data to new and existing records, and how to customise views.

Product Support

Comprehensive guide to using the Pepper Cloud email integration

Streamline email management with Pepper Cloud CRM. Integrate Gmail and Outlook accounts for seamless syncing, tracking, and enhanced productivity.

Product Update

Introducing chatbot timer, mentions in activity, chatbot working hours, and more

✔Escalate topic ✔ Chatbot timer ✔ chatbot operating hours ✔ Revamped email integration ✔ Mentions and ✔ other features

Sales Book Synopsis

The Psychology of Selling: Strategies, tips, & cheatsheet

Discover the sales strategies and psychological insights from Brian Tracy’s The Psychology of Selling. This blog provides actionable tips, sales frameworks, and creative techniques.

Sales and Marketing

Proven strategies & benefits of WhatsApp groups for real estate marketing in 2025

Discover how WhatsApp groups can revolutionise your real estate marketing strategy. Learn to engage clients, streamline communication, and close deals faster effortlessly.

Sales and Marketing

Emerging trends in B2B sales automation to follow in 2025

Discover the top 8 trends reshaping B2B sales automation. From AI-powered insights to predictive analytics and social selling, learn how cutting-edge strategies can drive efficiency, boost revenue, and personalise customer experiences.

Product Update

WeChat integration, message forwarding, and media greeting messages

Explore the latest features: ✔ WeChat CRM integration ✔ Message forwarding ✔ Media greeting messages

Product Support

WeChat CRM integration: A step-by-step integration guide for business success

Discover how to integrate WeChat with Pepper Cloud CRM through step-by-step guide. Learn about account setup, key features, troubleshooting, & more.

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.

Product Update

Rich-media templates and auto-population of contact associations

Explore the latest features: ✔ Media templates ✔ Interactive button templates and ✔ Auto-population of contact associations

Sales and Marketing

10 Sales management mistakes sales managers make (and how to avoid)

Here are 10 critical sales management mistakes every sales managers should avoid and the practical solutions to boost performance.

Sales and Marketing

Cloud-based calling + CRM: A game changer for sales teams

Revolutionise your sales with cloud-based calling. Learn how integrating cloud-calling software with CRM can optimise workflows and boost your sales team's productivity.

Sales and Marketing

Conversational AI in sales: A comprehensive guide for 2025

Explore how Conversational AI in sales boosts efficiency and closes deals faster. Learn top benefits, use cases, and platforms to transform your sales process and customer experience.

Product Support

Automate conversations with AssistAI chatbot - A user guide

Discover how AssistAI chatbot transforms customer interactions. Learn to set it up to enhance productivity and provide instant, round-the-clock support.

Product Support

A guide to configuring topics and optimising AssistAI chatbot

Discover how to optimise your AssistAI chatbot by configuring topics. Learn how to add trigger phrases, building conversation flows, and use actions like collecting inputs and transferring conversations.