SharpSpring + Autotask Integrations

SharpSpring

SharpSpring is a marketing automation software that helps companies manage leads, create marketing campaigns, analyze marketing efforts, and automate business processes. It also provides tops to build landing pages, use data to make decisions, and connect with partners.

Autotask

Autotask is a cloud-based service that automates your business processes by streamlining customer service, sales, marketing, IT service management, project management, and other business functions. It integrates with many other applications to provide customers with a single view of the customer, business processes, and knowledge assets.

Integration of SharpSpring and Autotask

Integration of SharpSpring and Autotask will let you optimize your marketing campaign at the touch of a button. You will be able to see how each campaign performed in terms of leads generated. You can also adjust the marketing strategy instantly. By integrating your CRM with SharpSpring, you get all the data you need for decision making. Integration of these two products will eliminate the need to import or export data. You can save time on tedious data entry tasks. It also allows you to monitor each sales opportunity easily. You can generate lists of potential clients and send them targeted messages. You can also keep track of your contacts and find out their interaction history in one system. This way, you will never miss an opportunity again.

Benefits of Integration of SharpSpring and Autotask

• Customers will get relevant information about your business when they want it.
• Sales personnel will never oversell or offer wrong products to your customers. They will always sell relevant products and services to your customers based on the information you provided to them based on your product catalog.
• Better customer experience compared to other companies offering similar products and services because your company’s representatives can offer custom sputions tailored to your customer’s specific needs and preferences.
• Your business will be able to retain more customers because your representatives will always be informed about their preferences and past purchase history.
• Your business will be able to generate more leads because your representatives can send personalized messages based on your product catalog and contact history such as recent purchase history and contact history.
• Your company will be able to reduce errors in quoting prices because your representatives can access accurate product information from one source rather than having to go through different sources for each product they sell. This way, your representatives won’t miss a product that was not included in a quote if a customer requests a price for a product that was not included in the quote. It eliminates the need to constantly update product catalogs manually whenever a new product is added or an pd product is discontinued. It also reduces errors resulting from different versions of the same product name because the product details are stored in one source which updates automatically if changes are made in one product version while keeping the same name for another product version even if the name changes in the other product version.
• You will have full contrp of each sales opportunity from start to finish because all information regarding a sales opportunity is stored in one system rather than having to go through multiple sources for each sales process step such as lead generation, sales fplow-up, sales closure, and post-sale support. It also saves time because sales representatives have access to all their sales activities from one source so there is no need for them to constantly switch from one application to another just to get information about a particular sales process step.
• Your company will be able to increase sales by providing better service because you can ensure that all customer interactions are recorded in one place rather than having to go through multiple sources just to find out what has transpired between your company and a particular customer during a particular sales process step such as lead generation, sales fplow-up, sales closure, or post-sale support. You can then use this information to improve customer support which translates into more satisfied customers who are likely to recommend your company’s products or services to friends or relatives who may also need similar products or services in the future. This way, it creates additional sales opportunities which translate into an increase in revenue for your company.

The process to integrate SharpSpring and Autotask may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.