RevSystems’ Post

With so many technologies at our fingertips, we sometime lose the ability to use it efficiently to help our baseline business. Since starting Zuckerman Automation Group (ZAG), we've helped companies get back to basics with their existing software stack. Here's an example: A company had a subscription to a well known CRM but weren't using all of the available features. The company is comprised of just sales reps, and they needed a CRM to manage lead flow. We moved them over to a CRM that catered more to their needs (not to mention more affordable), integrated DocuSign and outbound calling, and created other automations within the CRM to ensure the reps didn't spend time on the more manual tasks. If I can help your company efficiently use software platforms or automate your workflow, please reach out!

Introducing Loopio for Salesforce. ☁️ The only 100% Salesforce native RFP solution on the market. A single solution that unites the efforts of sales and proposals teams, all from the comfort of your CRM. You can use Loopio for Salesforce to: 🎯 Evaluate incoming RFP opportunities 🎯 Respond easily using automation and generative AI 🎯 Close the deal with a library of on-demand answers 🎯 Analyze your team’s results with robust reporting Loopio

🚀 Release Notes: HighLevel Integration We remember that you asked about this integration a long time ago, and we've done it! GoHighLevel, a powerhouse of marketing automation and CRM, is now seamlessly integrated! This is exciting news for those needing a robust platform to manage customer relationships and marketing campaigns. 👇 Dive into GoHighLevel's functionalities through Latenode, which now includes the ability to: - Create Contact: Add new individuals to the CRM. - Create Opportunity: Track your potential sales progress. - Create Task: Set reminders for activities. - Update Contact: Modify existing contact details. - Search Contact: Locate CRM contacts quickly. 🔗 Explore this integration on our platform at latenode.com.

Here's how we built the full funnel for a B2B SaaS client👇🏽 1️⃣ Identified their main pain points: - Too many systems leading to no single source of truth - Wasted time on manually uploading contact data to the mailing platform - Needed development team for complex integrations and automation 2️⃣ Mapped out their current disjointed software and processes: - Software example: email automation set up in ActiveTrail, contacts data in the product database, etc. - Process example: Identifying - when a lead receives automated communication, at what point the lead passes over to the sales team, protocol for marketing to sales handoff (if any), etc. 3️⃣ Staged process migration: - Working with marketing, sales, and customer success, we migrated the platform and process, training the new teams on the system, and improving the system based on feedback. - Resulting in one CRM as the single source of truth, with the tech stack fully integrated into this system. Success! Curious to see how we can help you? Just reach out! >> https://hubs.la/Q02qw4fX0

Maximize your business potential with EMAK's automation tools that optimize workflows and drive sustainable growth. . #salesforce #fieldforce #salestracking #emak #salescloud #executionapp #salesapp #executivetracking #distributionmanagement #ordermanagement #realtimemonitoring #salesmanager #salesperfomance #salesanalysis #businesssolution #salessoftware #salesautomation #vansales #salescrm #salesscheme

Fuel your revenue growth engine with automation in Revenue Operations (RevOps)! 🚀 Dive into our latest blog to discover how automation optimizes sales, marketing, and customer success operations. 🔍✨ Elevate your strategy, drive efficiency, and stay ahead in the competitive landscape! #RevOps #Automation #RevenueGrowth #TechInnovation

Morning. The hard truth about HubSpot and Salesforce is that they’re both essential, but they don’t always work together as smoothly as we would want. Duplicates, lead-to-account matching, outdated data, too much data, too little data, inconsistent formatting, errors, and sync problems in both systems create chaos. And we all know how this ends 💰 Enter Insycle: what makes us special is our super sweet ability to manage data across both platforms. Insycle cleans up the mess in each platform, making syncing between platforms easy and reliable - all while reducing manual busywork on both systems (automation, people!) Insycle is all about making your systems work together the way they’re supposed to. Instead of two chaotic competing narratives, you have one awesome, cohesive story (and it's data romantasy) 💘 Links below. #crm #hubspot #salesforce #crmplatforms #revops #sales #marketing #datamanagement #datacollab #automation #integration

WowForce is a team of IT experts with over 10 years of experience working in large companies. Over the years, we’ve witnessed how digital transformation has become a key factor for success, yet many small and medium-sized businesses still lag behind in this area. The reason is simple — there’s a lack of affordable, high-quality IT solutions. We realized that we could change this, and that’s what inspired us to start our own IT company. Our mission is to help businesses adapt faster to new challenges and stay competitive by implementing innovative solutions built on Salesforce. Why Salesforce? It’s one of the most flexible and powerful platforms for customer management, sales, and marketing automation, making it a perfect fit for businesses of any size—from startups to corporations. Many companies struggle not only with choosing the right technology but also with the quality of service in the market. Too often, projects miss deadlines, fail to meet real client needs, or get outsourced to multiple intermediaries. We’ve had enough of this approach, and we want to offer something different. Our approach is more than just implementing technology. We dive deep into our clients' businesses, understand their unique challenges, and customize solutions to fit their exact needs. For us, it’s not just about delivering a service—it’s about seeing how our solutions help businesses grow and achieve their goals. We founded our IT company for those who want to leverage modern technology and stay ahead of the curve. No one-size-fits-all solutions here—just a tailored approach. We don’t sell services—we solve problems, making processes simpler, faster, and more efficient. #Salesforce #customsolutions #CRM

🚀 Unlock the power of product intent with Marketo and Salesforce! Learn how to drive business growth and enhance customer engagement by leveraging data-driven strategies. Read our latest article for best practices and insights. #ProductIntent #Marketo #Salesforce #DataDrivenStrategies

Did you know that with the Savio Chrome Extension, your GTM teams can log feedback for Product directly from their CRM or CS tools - without ever leaving the platform they’re using? Whether your team uses Salesforce, HubSpot, or any other web-based tool, the Chrome Extension makes it easy to capture feedback in real time and send it directly to Savio’s feedback system. No need to switch between apps or worry about feedback getting lost in translation. Why teams love the Chrome Extension: ⚡Capture and log feedback during customer calls or while reviewing support tickets, without disrupting your workflow. ⚡Streamline communication between Sales, CS, and Product by submitting actionable, organized feedback directly into Savio. ⚡Ensure every piece of customer feedback is tracked, categorized, and prioritized for your product team: improving the alignment between customer-facing teams and product development. What does it mean for GTM and Product collaboration? 🎯 For GTM teams: Keep the focus on your customers and their feedback without interrupting your day-to-day. The Chrome Extension makes it simple to pass insights to Product. 🎯 For Product teams: Gain visibility into the real-time feedback your GTM teams are hearing from customers and ensure you’re building the right features. Take Savio for a spin, sign up for a free trial today: https://bit.ly/savio_demo