CRM Integration
Plays with others
You want the most out of your CRM software – we get that. So any new sales tool you get needs to integrate so you have the best of both apps. Good news; Showcase has plenty of ways to connect with tools like Salesforce and Hubspot.
Forms are your friend
Set up a form as part of your presentation and Showcase collects that data for you. Then you can download that information as a CSV file to load into your favorite sales tools. Find out more about forms here.
Take it online
If your CRM has web forms or a web portal of its own, then you can set up a link in your presentation. Clicking on that link takes you straight there to capture any leads.
Deeper integration
Go beyond lead capture and include analytic data or trigger marketing actions when you share presentations from Showcase. Deeper integrations like these depend on the CRM you are using and your level of technical skill. But don’t worry! The team at Showcase is happy to talk to you about what you need and help implement the right solution.
Check out how your favorite CRM integrates with your new favorite sales tool when you try Showcase for free for 14 days
Book a time with our Customer Success team and let us give you a personalized online demo.
Claim my free demoNot sure how to make them play nicely check out this blog post or talk to our friendly team.
Start my free trial