Streamline your data management process with the CSV Online File + PersistIQ 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.

From database management to team reporting, PersistIQ helps sales teams launch customized outbound campaigns with multiple touchpoints. The application provides automation teams with automated tools to reach all potential customers at the right time, with the right message. PersistIQ adapts to sales workflows and integrates with many CRMs, marketing automation systems and Salesforce.

PersistIQ covers the database and lead management. Allows sales teams to import lead lists, create custom database fields, and track any duplicate leads. Also, synchronize email history with existing leads to ensure they are not included in campaigns. PersistIQ improves sales campaigns by setting up follow-up reminders and improving email templates.

To help teams sell smarter and faster, PersistIQ includes team collaboration tools such as sharing databases and templates, as well as team reporting to identify problems. Managers can also create group dashboards, giving each team member a global view of the sales process and pipeline.