CRM integration

VOGSY offers a lot of features to manage your opportunities and its associated elements: your organizations, contacts, quotes, and projects. However, it often happens that VOGSY is not your software of choice for managing leads; maybe you use a CRM to create and track your opportunities.

VOGSY can synchronize with the following CRMs:

  • Copper

  • Hubspot

  • Salesforce

  • Zoho

The first thing VOGSY does after connecting with your CRM is to import all of your pending opportunities and their associated information so that when it comes time to move forward with the opportunity, VOGSY already has the necessary data about the opportunity, target organization, and contact person to carry on with the next phase of the Quote-to-Cash cycle.

By mapping VOGSY’s opportunity stages with those of your CRM, VOGSY will be able to track an opportunity as it progresses within your CRM. This allows VOGSY to know when the opportunity is mature enough to add its potential revenue to the revenue forecast, or when to advise you to create a statement of work or to send a quote.

Connect to your CRM

Setting up VOGSY to sync with your CRM requires the following steps:

  1. Set up opportunity stages

  2. Set up opportunity types

  3. Set up sources

  4. Set up job roles

  5. Set up opportunity weather

  6. Set up industries

  7. Sync VOGSY with your CRM

To complete this process you must have the Support staff role and you must have admin rights in your CRM.