Using Close

Get the most out of Close: the CRM built for growth. Here's a collection of all our content that'll show you how to maximize your sales productivity with Close.


What is the Sales Automation Process? Guide, Examples & Tools (CRM & More)
Sales Tools

What is the Sales Automation Process? Guide, Examples & Tools (CRM & More)

Want to work faster and smarter? Here's how the sales automation process can take your team to the next level.
Danielle Antosz
December 12, 2022
Facebook CRM integration: 5 ways to connect your CRM to Facebook
CRM

Facebook CRM integration: 5 ways to connect your CRM to Facebook

A Facebook CRM integration lets you record and manage business conducted on Facebook. Here’s how to keep your team running fast and lean by connecting your CRM to Facebook.
Shawn Ragell
May 27, 2020
Zoom CRM integration: The best way to connect
CRM

Zoom CRM integration: The best way to connect

If you haven’t already integrated video calling into your sales process, you’re falling behind. Here's how you can integrate Zoom with your CRM to stay on track and close more deals.
Shawn Ragell
May 14, 2020
Calendly CRM integration: Powering high performing sales teams
Using Close

Calendly CRM integration: Powering high performing sales teams

Calendly makes it easy to schedule meetings with prospects and clients. Pairing it with Close can provide crucial tracking and save your sales reps hours of manual data entry. Here's how to do it.
Shawn Ragell
May 5, 2020
Slack CRM integration: How to use Slack + Close to win more deals
Close Features & News

Slack CRM integration: How to use Slack + Close to win more deals

By connecting your CRM with Slack, you’re able to shine a spotlight on the things that matter the most to your business. Learn step-by-step how to connect the two, including practical use cases for creating a communication powerhouse.
Shawn Ragell
April 20, 2020
How to manage your sales qualification process in Close with Process Street
Close Features & News

How to manage your sales qualification process in Close with Process Street

Getting an entire sales team to follow a consistent process is always a challenge. So, to make things easier, we've devised a clever way to integrate Process Street with Close using Process Street's new Run Link feature, Close's Integration Links feature and Zapier.
Ramin Assemi
November 17, 2016
Product feature: Manage expectations by adding a confidence level to your lead
Using Close

Product feature: Manage expectations by adding a confidence level to your lead

In Close, the Opportunities feature helps you identify and keep track of deals that are on the verge of closing. Any opportunity that is added to a lead becomes visible on the Opportunities screen to give your team a high-level view of your entire pipeline.
Jo Johansson
May 12, 2016
How to manage a sales team with Close CRM
Sales Management

How to manage a sales team with Close CRM

If you are an SDR or AE at a company that uses Close, here’s an earlier post with some tips for you.
Nick Persico
April 27, 2016
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