Using Close

Want to work faster and smarter? Here's how the sales automation process can take your team to the next level.

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.

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.

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.

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.

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.

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.

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