Zoho

The integration between Reo.Dev and Zoho streamlines your sales process by allowing you to import company and contact data directly from Zoho into Reo.Dev. Once imported, Reo.Dev analyzes the data, leveraging its own intelligence to assess where each account truly stands in your sales funnel. This ensures that accounts are automatically assigned to the correct stage improving the accuracy of your pipeline management.

Without importing data from Zoho, all accounts will default to the 'Discover' or 'In Market' stages, even though some may actually be in the 'In-Pipeline' or 'Customer' stages. This can result in an uninformed GTM approach, as your sales team may see an account in the 'Discovery' stage when it is, in fact, already a customer."

Stages in Reo.Dev

• In Market: Accounts not yet engaged with you and not in your CRM

• Discovery: Accounts engaged with you but not yet in your CRM

• In Pipeline: Accounts at various stages within your CRM

• Customer: Accounts marked as customers in your CRM

Step 1: Navigate to Integrations → under Zoho, click Import CSV.

Step 2: Select a list of org or contacts that you'd like to enrich with developer data and click Next.

Step 3: Upload the list and click Next.

Step 4: Map all the fields from Reo.Dev with the column header in the uploaded file and then click Done.

Step 5: Head over to the Accounts View page. The stage for accounts from the imported list with detected developer activity will be updated.