Focus Group #5: Telephony integration with Zoho CRM
With the holiday season fast approaching, we understand how stressful sales can get. Your Sales reps are kept on their toes, fending off calls from clients throughout the season. PhoneBridge promotes efficient sales by enabling calls right from your CRM among other things. But you already know that. We wish to let you in on some best practices and tips we have come up with, to best use PhoneBridge. On Dec 19th, we're hosting our fifth Focus Group - A webinar where we'll be helping you optimize
Focus Group #1: Tags in Zoho CRM
Hello All! Owing to popular request from our community, we at Zoho CRM, have implemented the ''Tag contacts'' feature and it's now in the testing phase. Happy to let you know that it will indubitably be available soon :). As a prelude to the general availability, we're premiering this feature to a small group of users including those who'd expressed the need earlier. Join this premiere and get to know: How tagging helps sort, filter, and segment records. How tags can be used as descriptive categories
Focus Group #4: Setting up SalesInbox and best practices.
Hey folks! We're back with yet another edition of Focus Group, this time we'll be focusing on something exclusive to the Sales side of Zoho CRM - SalesInbox. A big chunk of your time is utilized for checking emails from leads and contacts, and providing timely response. With CRM insights right inside your email client, SalesInbox helps you prioritize your emails and perform CRM actions right from your email client. Why toggle between your email client and CRM when all you need is presented right
Focus Group #3: De-duplication in Zoho CRM enhanced with auto-merge and more.
Hi folks! We're back with the 3rd Focus Group convention with de-duplication's auto merge feature in CRM as the centerpiece. As the avenues to generate leads and contacts in your CRM increase, the chances of duplicates that accumulate in your CRM database will tend to increase as well. Bringing in a lead that has already been created via import is one such scenario. The de-duplicate feature of Zoho CRM, now enhanced with auto-merge and further enhancements help weed out duplicates, making
Focus Group #2: Integrated Finance Suite in Zoho CRM - A preview.
Dear Users, Do these Sales challenges sound familiar? "I have to access multiple applications to get the requisite receivables/payables insights of an account." “Management asks for more insights on my sales spend.” “I rely on insights from operations team for stock availability before committing a sale.” “I need more customization and automation in the quote templates.” Well, these are some of the many benefits Zoho CRM will bring to your business with the much awaited Finance Suite integration. We’d