Efficy CRM Guide
Import or export your orders from one application to another.
Synchronise contacts and customers between your applications.
Keep control of your accounting by exporting your transactions.
Use your customer data to improve your sales.
The campaign management feature lets marketing teams segment contacts based on engagement metrics and customer data.
The SendGrid application comes with an editing tool, which enables users to create responsive email templates and add fields and text to your notification emails.
Efficy provides sales personnel full visibility of different sales pipelines. An interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities in each pipeline. Efficy also offers custom sales reporting tools to monitor individual and team level targets, analyze sales data and generate visual reports.
Efficy's mailing system seamlessly integrates with multiple email service providers including Outlook, Gmail and Yahoo. Users can send and receive emails from multiple accounts using their Efficy account. The solution also integrates with various leading CRM tools to transfer contact details, communication history and other information across applications. Apart from these, the solution also integrates with Google Maps, MailChimp, Trello and Zapier.
Tips to integrate Efficy CRM and Sendgrid easily
Efficy CRM is an online CRM which organises the management of your business activity and your customer service to increase your ROI.
SendGrid is a cloud-based email marketing tool that assists marketers and developers with campaign management and audience engagement. Sendgrid includes A/B testing and mailing list management.