Enable Sales to Close More, Faster, Contextually, and Predictably, with the Chargebee Zoho Integration

Enable Sales to Close More, Faster, Contextually, and Predictably, with the Chargebee Zoho Integration

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For high-performing sales teams, context is king and efficiency is queen. Enabling these sales teams to win negotiations faster without moving out of your CRM is absolutely crucial.


A prospect’s intended subscription terms and invoicing information often change during negotiation,  and it becomes difficult to keep your CRM up-to-date. There is also the issue of helping Sales select the right pricing plan, coupons, add-ons while creating a new subscription for customers.


That’s where Chargebee’s integration with Zoho CRM comes into play. With Chargebee + Zoho CRM, your sales team is empowered to close better, with more visibility into context, in order to engage with customers and prospects, based on affiliated billing information.


What does it mean for you:

  1. Get full visibility into the subscription records synchronized from Chargebee into Zoho CRM to make contextual sales 

  2. Track and analyze your sales pipeline by allotting it to specific deal stage and pipeline categories from inside Chargebee.

  3. Mine through every past wins and loss to help guide future decisions 

  4. Identify best-performing customers to prospect more leads with similar persona or department

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