Cloze Sidebar for CRM 的使用方法详解,最全面的教程
Cloze Sidebar for CRM 描述：
Cloze Sidebar for CRM 插件简介：
这是来自Chrome商店的 Cloze Sidebar for CRM 浏览器插件，您可以在当前页面下载它的最新版本安装文件，并安装在Chrome、Edge等浏览器上。
Cloze Sidebar for CRM插件下载方法/流程：
Cloze Sidebar for CRM插件安装教程/方法：
(2) 从设置->更多工具->扩展程序 打开扩展程序页面，或者地址栏输入 Chrome://extensions/ 按下回车打开扩展程序页面
Emails, files, meetings, phone calls, messages, notes, follow-ups and more. With ZERO data entry.
"Best Personal Assistant I have ever used, and I've used them all." - @SealMaster_CO
"Fantastic integration across multiple sources to create a single view of your relationships!" - SUJONEROPRJA
"I closed three orders in the first 24 hours of use! This has never happened with any other CRM I've tried!" - Nicholas Hughes
Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment and remembering what you don’t.
It pulls from your apps to automatically create one view of every person and company - all their contact details, and your complete history - every email back and forth, your phone calls together, meetings, notes, files, social, and messages.
It's all organized for you - without any busy work.
With everything in one place, Cloze figures out who is important and keeps them top of mind, and will even remind you to reach out to a contact and refresh a fading relationship.
• See the context of people, companies, projects, and deals right beside your CRM
• CRM's Supported: Salesforce.com, Microsoft Dynamics CRM Online, SugarCRM, PipeDrive, HubSpot CRM
• Also Supported: Gmail, LinkedIn, Twitter, Github
UNIFIED CONTACT MANAGEMENT
• Brings all your contacts into one place
• Automatically keeps contacts up-to-date
• Enrich contacts from email signatures¹
• Organized by when you last talked, first met, location and more
• Bookmark a message and Cloze will remind you to follow-up later
• Get reminded if you don’t receive a reply to an important email¹
• Be notified when a recipient opens an email or clicks on a link you sent¹
• Templates: Create and reuse template emails¹ Share them across your team²
• Mail merge: Personalize email sent to many people at the same time¹
• Scheduled send: Write your email now, have Cloze deliver it later¹
• Supports Gmail, iCloud, Office365, Exchange, Outlook, Yahoo!, IMAP
CRM WITHOUT THE BUSY WORK
• Track the activity around projects and deals automatically¹
• Automatic reminders when it’s time to reach out to key contacts¹
• Next steps: Automatic reminders of what's next for any deal
• Add To-Dos to track things you have to get done¹
• Agenda: one place to see all your meetings, reminders and follow-ups¹
• Pipeline: see all the email, calls, files, notes, meetings, and to-dos related to any deal in your pipeline¹
• Company views: see your complete history with a company without any setup¹
ONE VIEW OF EVERYTHING
• Emails: Automatically organizes mail by people, company, project and deal
• Calls: Automatically log your calls (AT&T, Verizon, T-Mobile USA, Sprint, RingCentral)¹
• Files: Automatically link files to your contacts (Dropbox, Google Drive, OneDrive, Slack)¹
• Notes: Automatically match notes to contacts (Evernote, OneNote)¹
• Messages: Track your Slack conversations about your clients and customers¹
• Calendar: Meeting context at your fingertips (Google Calendar, Office365, Exchange, Outlook, iCloud)¹
• Social: Twitter posts, Facebook and LinkedIn page activity
• Search for contacts the way you think (“marketers at IBM”)
• Organize and find contacts and deals by keywords
• One place to search across Gmail, Google Calendar, Google Drive, Office365 mail and OneDrive, Slack, Dropbox, Evernote¹
WORK AS A TEAM²
• One team-wide view of all communication for every deal and project
• Always know who last talked to any customer, client, or prospect
• Assign and track who's responsible for contacts, next steps and to-dos
• Manage your all of your company's contacts, projects and deals in one place
Cloze is free to use.
¹ Cloze Pro adds these features and is available as a 14-day no-obligation free trial or by monthly or annual subscription as an in-app purchase.
² Your Cloze Pro subscription entitles you to all Cloze Business features.
Prices vary by location. Subscriptions will be charged to your iTunes account and will automatically renew unless cancelled at least 24 hours before the end of the current period. Once paid, a subscription is non-refundable for that period.
Cloze is available on Chrome, iOS, Android and the web - your account works everywhere.
PRIVACY & SECURITY PLEDGE
• We won't spam your contacts
• We won't sell your information
• It's your information not ours