Ask the Experts: Q&A session on automation in Zoho CRM

Ask the Experts: Q&A session on automation in Zoho CRM



Automation is necessary in any business, and even more so in sales. Keeping track of all your leads and contacts, mandating fixed processes, and setting down rules manually can be challenging. 

 

Zoho CRM provides the ability to automate workflow procedures and set up automatic replies, alerts, and notifications in advance. It also allows you to create custom workflow rules to trigger specific alerts, tasks and field updates. Additionally, you can set up case escalation rules and assignment rules for leads, contacts and cases generated via web forms. You can also build a process blueprint for your team. This allows you to choose what's mandatory and what's not in your sales process and stop deals from falling through the cracks. 

 

This month's Ask the Experts invites questions in and around automation in Zoho CRM, such as:


1. Blueprint enhancements 

2. Workflow Usage

3. Triggers as score in workflows

  

I'm sure you have a lot of questions on these topics and more. Feel free to start posting your questions right away as comments to this post! Our product experts will offer advice and answers in real time right here, September 13th, from 6.30 AM PDT - 11.30 AM PDT.

 

Note: This is NOT a webinar. This event a text-based discussion on the Zoho CRM forum where our experts will field your questions for five hours straight. To post your question, hit reply to the post and start typing away!