TigerLRM Leading Features
Sales Enablement Services: Save Time and Money
Take advantage of TigerLRM’s Sales Enablement services to get your company’s sales enablement up and running faster. Do you want to enhance, modernize, and make your sales processes more efficient? Then you need to implement Sales Enablement. Maybe your company is too strapped for time, or your current staff is at capacity, and like many small to medium-sized companies, you don’t have the resources to operate a full or part-time sales enablement team.
Zoom Integration
Users can seamlessly schedule Zoom meetings directly through TigerLRM. By registering your Zoom account within TigerLRM, you can initiate the integration and utilize your personal Zoom meeting link for scheduling meetings. Test the integration by incorporating your Zoom meeting link into the TigerLRM calendar.
Asana Integration
Asana is a robust task management software equipped with essential features such as projects, workspaces, tasks, and sections to facilitate efficient project and task management for various clients and teams. The recently introduced TigerLRM integration empowers users with the capability to designate roles and responsibilities to team members. Furthermore, you can assign tasks, establish deadlines, and create subtasks to facilitate the division of projects into manageable components.
DocuSign Integration
Good News, now you can use DocuSign to send contracts, job offers, invoices, purchase orders, and more with TigerLRM. Any document that you want signed, filled, or approved can be sent via DocuSign through our LRM application. Next, inside of your TigerLRM App you can select the DocuSign form you want and send a link to your client. Once your client gets the link, they can open it up in any browser, sign or initial where needed and send it back to you.
TigerLRM now has RingCentral Phone Calling integration!
Users can now make phone calls with their own RingCentral phone calling account right in the TigerLRM platform. RingCentral integration includes unlimited calls using your own account, outbound calls, communication & collaboration, instant calls from your RingCentral phone calling number, and the ability to track calling activities on Leads and Accounts. All of these features are available for only $10 per month. To add this feature, just go to the left of your dashboard: Administrator > Integration > Add-Ons > RingCentral (Phone Calling) > Activate.
ChatGPT AI Assistant Comes to TigerLRM
You can find our TigerAI Assistant at the left sidebar of your dashboard, inside our TigerLRM platform. Click on the icon and type in any questions you have for TigerLRM to get a quick automatic answer. This is a brand-new AI that is integrated with ChatGPT. It is an artificial intelligence (AI) chatbot developed by TigerLRM in mid-2023. You can now get your answers from a natural language processing tool driven by AI technology that can answer questions and assist you with tasks.
User Tracking
TigerLRM’s new user tracking feature allows your company to keep track of your reps and service team members when they are out in the field and working. This is a great way to understand how quickly your team responds to work orders and how efficiently they are working. Scheduling becomes easier when user tracking lets you know where team members are, and office staff can let clients know when they will receive service.
Twilio Softphone
TigerLRM’s new Twilio integration includes inbound and outbound calling, as well as call recordings on outbound calls. Twilio’s softphone option gives the user the ability to make and receive calls to landlines, cell phones or inbuilt softphones, from their smartphone or web browser. Users can automatically save the call information directly into the CRM database. You’ll even have the option of recording both inbound and outbound calls.
TigerLRM Now Includes Quickbooks Integration!
All from the app! To add Quickbooks to your TigerLRM just go the left side bar on app.tigerlrm.com, click on the Administrator tab where you will find “Add ons” and click “Activate” next to Quickbooks. This new feature integration will allow you to keep track of financial functions like income and expenses, employee expenses, and inventory, all inside your own TigerLRM.
Send & Receive Texts Via WhatsApp SMS Integration
The second stage of our WhatsApp integration is here! Users can send and receive end-to-end encrypted texts via WhatsApp directly on TigerLRM. WhatsApp texting goes over the internet, not over phone providers, which makes it very popular due to its end-to-end encrypted security. All the features included in WhatsApp messaging are available while using the application on TigerLRM: Send photos, share your location, record voice messages, search and send GIFs, group chats, etc.
TigerLRM now has RingCentral SMS integration
With RingCentral SMS text messaging service, users can send and receive text messages on TigerLRM through their own RingCentral accounts. TigerLRM has an integration fee of $10 a month which includes Unlimited SMS, inbound and outbound messages, and collaboration. With TigerLRM’s new RingCentral SMS integration, users can send and receive
Introducing Card Capture – The easy way to enter in new leads!
With Card Capture, there is no need to enter all their details manually. Card Capture can do it for you. The Card Capture feature allows you to scan any business card with your phone or tablet and capture the data to automatically create a lead inside TigerLRM. As soon as you get a new business card, you can capture their data immediately - no more piles of cards to go through.
Taking CRM notes on the go has become much easier with Speech to Text for TigerLRM!
Users now have a new option to facilitate writing notes when using the mobile app. When you as a user open a lead or account screen, you can go to the notes section, press a button, and the TigerLRM app will transcribe your speech into text and enter it into your notes. Save time and hassle when taking important notes, and never lose the details.
CRM Mobile App
TigerLRM went mobile! Meeting clients, networking events, and constantly being on the go makes it challenging to focus on your sales. For this reason, our TigerLRM Mobile App is a must! Now you can download the app and start hunting and closing deals from your phone or any mobile device. The TigerLRM mobile app is available for both iOS and Android users and can be downloaded in both the Google Play and App Store.
Create an account using Gmail or LinkedIn
Great news! Users can now sign up and log in to TigerLRM using their LinkedIn or Gmail Accounts. New members logging in to TigerLRM for the first time now can sign up with their LinkedIn or Gmail accounts. Once the user chooses to take one of these options, they will be directed to log in with their own LinkedIn or Gmail Accounts and can create a TigerLRM profile. Next, the system will direct the user to our TigerLRM platform, and they will be automatically logged in with their new account, using the information from their LinkedIn or Gmail.
Great News! - Users are now able to connect to TigerLRM with WhatsApp.
As part of the first stage of our WhatsApp integration, users can contact our TigerLRM team members via text message on their WhatsApp, chat with us, and get help right away directly on WhatsApp.
How to assign a user to become a sales enablement professional in your TigerLRM Dashboard.
To assign a sales enablement user, simply go to Administrator > User Management > Edit User.
Once you are on the user's information, you can select if you want them to be "Non-Admin," "Admin," or part of the "Enablement Team." Save this information, and your desired user will have the right access.
You can access your Dashboard here.