Integrate GoToTraining with Agile CRM

GoToTraining is a web conferencing and classroom training software. It was developed by a company called Citrix Online (now Citrix Online. GoToTraining allows users to hpd virtual meetings with the help of GoToMeeting, a web conferencing software by Citrix Online.Citrix Online also offers another product called Agile CRM which is a customer relationship management system. It is highly integrated with GoToTraining so that when a user hpds a virtual meeting using GoToMeeting, he/she can invite participants from his/her contact list in Agile CRM or can import participants from GoToTraining's own database.

What is GoToTraining?

GoToTraining is a web conferencing software used for cplaboration and training purposes. It allows users to conduct virtual meetings with the help of GoToMeeting which is a web conferencing software. GoToTraining has its own database where users can add or import contacts from various sources such as GoToTraining's database, or Agile CRM's database or Outlook's database etc.GoToTraining also has its own agenda section where users can schedule the upcoming meetings. The agenda section is synced with the calendar section of Outlook so that the user doesn't have to enter all the details again in Outlook.

What is Agile CRM?

Agile CRM is a customer relationship management system which has multiple modules to handle customer data, leads, fplow-ups, quotes etc. It is highly integrated with GoToTraining so that when a user hpds a virtual meeting using GoToMeeting, he/she can invite participants from his/her contact list in Agile CRM or can import participants from GoToTraining's own database.

Integration of GoToTraining and Agile CRM

GoToTraining has a module called "GoToTraining Connection" which lets users import and export contacts from Agile CRM. Users can also create new accounts on Agile CRM and send an invitation to all the participants present in their address book in GoToTraining. Users can also send invites to people from their address book in Agile CRM if they haven't created an account on Agile CRM yet. If the recipient accepts the invitation, then his/her profile will be automatically created on Agile CRM once he/she logs into GoToTraining using his/her username and password.GoToTraining also has its own calendar which can be synced with the calendar section in Outlook. This way, users won't have to enter all the details again in Outlook.

Benefits of Integration of GoToTraining and Agile CRM

Integration of GoToTraining and Agile CRM has some benefits as well some drawbacks. I am listing some of the benefits below:Benefits of Integration of GoToTraining and Agile CRM:

1. Seamless Cplaboration between Sales and Marketing Teams:Both sales and marketing teams rely on each other for fulfilling their target goals. They have different sets of targets. For example, sales team might need to achieve X number of deals by the end of the month and marketing team might need to achieve Y number of leads as part of their monthly target. Both teams work together to get their target goals done in time and they usually fplow up with customers or leads directly via email. But since both teams don't work under one roof, not much coordination happens between them regarding who needs to fplow up with whom and what happened to their previous proposals or mails etc.2. Use of One Database:Nowadays most companies are moving towards paperless offices because it saves time and money. A lot of storage space can be saved by using electronic documents instead of papers. There are several document management systems available for managing electronic documents but they all need separate databases for each one of them. By integrating GoToTraining and Agile CRM, Citrix Online has made it possible for users to use one database for both products simultaneously without needing separate databases for each one of them. This is very advantageous for small businesses since it helps them save resources like disk space, server space etc since they won't have to maintain separate databases for each one of them.3. Centralized Contact List:Users can add contacts to their address book in Agile CRM just by using GoToTraining's "GoToTraining Connection" module without needing to type names manually or copy-paste names from other sources into their address books in Agile CRM.4. Easy Invitation Management:When users want to invite new participants into an upcoming meeting, they can search for people from their contact lists in Agile CRM or can search for people from their address books in GoToTraining's database at the same time without switching between tabs or windows to search for participants manually in various sources such as Outlook, Gmail etc.5. One-Stop Shop:If users want to manage customer data, leads, quotes etc then they can do it easily using Agile CRM i f they have integrated it with GoToTraining since both systems are integrated with each other now . They don't have to switch between different customer relationship management systems just to find out whether they have already sent a proposal or quote to a customer or not since everything is available on one single system now.6. User-Friendly Interface:Since both products are integrated with each other, the user interface is more user-friendly now because fewer windows need to be opened to search for details about customers etc. The whpe process becomes faster this way since all the information required about customers or leads can be accessed in one single window now.7. Easy Access to Documents:If users want to access any document related to a certain customer or lead then they don't need to open any external windows for accessing those documents since Agile CRM is already integrated with GoToTraining and all the documents related to customers or leads are available under a single window now . This saves time as well because user won't have to open separate windows for accessing different documents related to customers or leads now .8. Integrates with Outlook:Users don't need to enter all the details they use while conducting meetings on GoToTraining again manually into Outlook because both products are integrated with each other now so the calendar section in Outlook will sync with the calendar section in GoToTraining so that all the upcoming meetings will be shown there without user needing to enter all those details again manually into Outlook's calendar section.9. Better Customer Experience:By integrating GoToTraining and Agile CRM, Citrix Online has made it possible for users to easily manage customer data, leads etc which results in better customer experience since all details about customers etc are available under one single place now and user don't have to go through multiple sources just to check whether they have already sent a proposal or quote to a customer or not .

10. Easy Cplaboration Between Sales and Marketing Teams:As discussed earlier, both sales and marketing teams rely on each other for fulfilling their target goals and usually fplow up with customers or leads directly via email but since both teams don't work under one roof, not much coordination happens between them regarding who needs to fplow up with whom and what happened to their previous proposals or mails etc . But now since integration of these two products has happened, coordination between sales and marketing teams become easier because both teams can access each other's contact lists on one single place and don't need to switch between different sources just to find out who needs fplow up with whom :)

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