When you’re new : When you start a new job, it’s best to stick to professional attire until you fully understand the dress code. No matter what your workplace’s dress code is, it’s hard to go wrong as long as you dress clean, neat, and professionally.
If you’re looking for more tips on choosing your
work attire, check out this news article detailing four different office dress codes.
Welcome back to the blog series on Boosting Productivity with Google Workspace Integration . We hope you were sri lanka phone number data able to gain knowledge about Google Workspace integration with Vtiger CRM. We are very happy to have you with us so far.
But wait! There’s more…
In this blog, we will discuss how to save and organize important business documents in Google Drive from Vtiger’s Documents module.
Are you one of those people who is guide to subsidies in japan overwhelmed by various documents and files? As a sales or marketing representative, do you deal with different business documents such as agreement plans, sales contracts, prospect data, marketing presentations, team planners, etc.?
As a manager, you may want to share
presentations with your clients or discuss daily activities with your teammates using a team planner.
Don’t you think you can save precious time if you are able to manage, record and share your documents from one centralized location? Yes, you can perform tasks quickly without buffering. Besides, it is not feasible to always b to c database attach your important files to emails and send them internally (team members) or externally (clients).
So, what is the solution for documentation and sharing? Let’s find out below.
Google Drive, a document storage application
To make our lives easier, Google has launched Google Drive, a cloud storage platform where you can quickly create and save documents. It enables you to save documents individually or in separate folders. You can record them in word format, spreadsheets, presentation slides, etc. You can also upload, edit, and share documents accordingly.
So, the next question is, if most of your day-to-day activities are done through CRM, then how can Google Drive benefit you. If you are a CRM user, then integrating Google Drive with your CRM is a
great solution for managing documents online.
Let’s understand this by looking at the integration of Google Drive with Vtiger CRM.
Vtiger CRM and Google Drive Integration
There are two ways you can save documents using Google Drive integration. They are as follows: