Automate your sales process
When you want to get the full potential out of Seidat, integrating it with your sales and marketing software ecosystem is the natural next step. With our direct integrations, API and Zapier integrations we can make almost anything happen. We’re happy to help with the planning as well as the technical part.
What would you like to integrate?
Collect all the relevant data of your interactions with your customer in one place. We can integrate Seidat with almost any modern CRM-system. For example, we can automate content creation based on actions in your CRM or link presentation materials and notes from meetings with your customer data. Ask us for more information!
Who’s viewing your presentations and how is Seidat being used in your company? We can make this data easily accessible for you and your colleagues. Integrating different analytics apps and creating visualisations of the collected data is easy for us.
We have thousands of possibilities with integrations done through our API. Our goal is to make your workflow with presentations as easy as possible. Tell us about your needs and we’ll make it happen!
You can embed content on your presentation slides from other web services using iFrame technology. This enables you to do everything, that is possible on websites. Note, that it makes it possible to keep slide content up-to-date without having to update it at all in Seidat. For example, when updating a Google Sheet or an Excel Spreadsheet, the updates can be automatically seen in an embedded chart in Seidat. Only the imagination is the limit when you think about the possibilities.
Integrate Seidat’s image bank with your Facebook, Instagram, Google Drive and One Drive to bring assets available to your Seidat team members.
Zapier is an automation and integration tool that works without having to code. Use it to easily create automation between Seidat and numerous different apps and software.
Collect data of the people viewing and visiting your presentations by integrating your analytics apps with Seidat. Analyse your presentation usage internally as well as externally and use the data to develop your ways of working.
- Google Analytics
- Google Tag Manager
- Google Data Studio
There are usually three types of goals in integrating a Seidat and a CRM system:
- Automatically create presentation materials for Seidat using data from the CRM system (e.g. proposals)
- Ensures that the offer document in Seidat is linked to the CRM
- Transfers usage analytics or note data from Seidat to CRM
All of these goals are united by the ultimate idea of saving time, harmonising processes, improving quality, and increasing sales results.
The integrations are implemented as direct native integrations, customized using the API or utilizing ready-made Zapier integrations.
The most typical CRMs to integrate with Seidat are Pipedrive, Hubspot, and Salesforce.
Using shared link tracking you can see which presentations have been viewed and for how many times – in real-time. Personalise your links to see who the viewer was as well!
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how Seidat could help our daily business.