- step1: Log in to SalesZen using your existing CRM credentials (Close, GoHighLevel, or Salesforce).
- step2: Allow SalesZen to sync with your CRM data.
- step3: Access the dashboard to view upcoming calls and AI-generated pre-call warmers.
- step4: Use the provided templates for objection handling and common questions during sales calls.
- step5: Post-call, review performance analysis and feedback provided by SalesZen.
- step6: Utilize automated scheduling for follow-up texts and emails to ensure consistent customer engagement.