Mindmatrix Sales Enablement Software’s CRM Integration makes CRM a single point of usage for sales across collateral, playbooks, contacts, campaigns and operations

The integration virtually eliminates any need to switch between the two platforms

The Mindmatrix sales enablement platform now integrates with most leading CRM and PSA applications, making it simpler for salespeople and channel partners to communicate with their leads. The CRM integration offered by Mindmatrix happens at six levels—assets, playbooks, contacts, campaigns, proposals and operations.

On the contacts front, the integration allows for bi-directional lead and opportunity data synchronization. Users can view opportunity/lead data from Mindmatrix right in their CRM platform and vice-versa. The integration allows for flexible data syncing ranging from once per day to as frequent as every 10 minutes.

MM-CRM integration allows users to engage their leads via lead nurturing campaigns from their CRM portal without switching to the MM platform. Even the web leads are pushed to the CRM application automatically from Mindmatrix once they reach a pre-set score/interest level.

The integration extends Mindmatrix’s 360° prospect view capability to the CRMs, offering users an all around view of their prospects. Alerts about significant lead behaviour are displayed in the CRM as well.

By integrating the module, assets can be personalized and custom reports can be generated within the CRM application. This eliminates the need for salespeople to navigate back to the sales enablement platform in order to select an asset.

Mindmatrix-CRM integration also brings the sales playbooks to the CRM interface by providing personalized sales presentations and proposal creation within the CRM’s application.

Harbinder Khera, CEO, Mindmatrix, says, “One of the key factors behind a reluctance about adopting  a sales enablement program is the salespeoples’ need to switch back and forth between the CRM and the platform. This enhancement will drive a greater adoption of the Mindmatrix software by sales professionals because the Mindmatrix-CRM  integration saves time. I am sure that this move will surely be appreciated by sales professionals who will now have the convenience of using the CRM to perform all their sales tasks.”