Generate more leads with the CSV Online File + Highrise CRM integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

Highrise CRM is a simple Customer Relationship Management tool designed to increase your business’ results easier and faster. Highrise CRM allows you to: Acquire more prospective clients You can connect Highrise CRM to any other lead source to increase your leads. By giving them tags and custom fields, you’ll be able to assign those leads to the proper follow up sequences, in order to customize their journey and increase your sales.

Assign tasks to team members Highrise’s easy interface allows you to skyrocket your team members’ productivity, by assigning them tasks and goals with just one click. Assign tasks to team members Skyrocket your team members’ productivity assigning them task and goals with one click. Manage follow-ups. Highrise enables you to follow up your leads and clients with the most relevant message for them. When leads are ready to talk with your sales reps, you can easily assign them to the right people in your team. Track leads’ activities.

With Highrise CRM you get all the data you need about your marketing and sales processes. Such information are crucial for understanding where your productivity lacks and how to improve your results. Get reports on your leads and funnel Reporting tools allow you to get specific information and data you need to know for your business. By doing so, you’ll be able to manage the entire sales funnel, in order to identify which specific actions you can do to increase your customers lifetime value.