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CRM

Accelerate your sales cycle by connecting Plezi & Sellsy

Align your marketing and sales teams effectively by synchronizing the Plezi marketing automation tool with Sellsy CRM.

The Sellsy CRM suite combines all the digital tools and advice you need to help you grow.

Sellsy is a collaborative, agile CRM. Your sales and marketing teams will be able to identify prospects easily, automate their actions and work as a team.

It’s also an intelligent invoicing and pre-accounting tool. Your administrative teams will be able to transform quotations into invoices at the click of a button, speeding up and securing payments by automating accounting entry.

Learn more about Sellsy
Functionalities
  • Manage contacts, companies and opportunities
  • Quote creation
  • Product and service catalog
  • Pipeline view
  • Sales automation
  • Timetracking
  • Calendar synchronization
  • Electronic signature
  • SIRENE search
Advantages
  • Training and Certifications with Sellsy Academy
  • Application available on Android and iOS
  • Several certifications such as anti-fraud and GDPR

Why connect Plezi and Sellsy?

Supporting sales teams

The marketing team is able to send only mature leads, as well as all the information needed by sales to create opportunities and, ultimately, sales.

Dashboard Sellsy
Set up more precise marketing actions

You’ll be able to offer your prospects a unified path, from their first step on your site to the sale, and send them the right content at the right time.

Track your marketing performance in detail

By synchronizing your 2 tools, you’ll be able to track the leads you generate and measure the results of your marketing actions.

Examples of possible optimizations

  • Create an opportunity in Sellsy when a prospect interacts with your content, site or e-mail campaigns.
  • Update your opportunities in Sellsy and enrich your contact records
  • Create a task in Sellsy when a prospect interacts with your content or exceeds a certain score.
  • Track the customer journey from contact creation to sale in Plezi, with attribution of sources and media

To go further

ARTICLE
Marketing Automation vs Sales Automation: Which one is for you?

Read the article 

WEBINAR
Salesforce + Plezi: the winning combination to increase your turnover

Watch the webinar

ARTICLE
How to clean your CRM data for B2B and why

Read the article