It would be great to have a place where you could jump from RFPIO to the opportunity in CRM. I am heavy user of Gong, and one thing they do well is continue to point me back to Salesforce, which is the system of record. For those companies that have a CRM integration, we could become even more ingrained or stickier by pointing them back to the salesforce opportunity the project is associated with in the click of a button. A quick "view in CRM" button somewhere. Not sure where, but I think the idea has value.
Created date : 2022-09-29
Votes : 2
