Automate Actions and Make Best Use of Your Time with Zoho CRM

Automate Actions and Make Best Use of Your Time with Zoho CRM

If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work.


Winning the sales game has a lot to do with using a sound CRM system to its full potential. 


In this series, we will be understanding the features of Zoho CRM one-by-one, to help you become an efficient sales representative who knows how to ace customer relations and be one step ahead. Keep reading to see and understand these features one after another. Follow me for more such posts!.


Automate Actions

 

Being a sales representative, you will follow a fixed set of actions while contacting leads. For example, if you target to reach 40 leads a day, and 30 of your calls get answered, you can leave an email or voice message for the other ten leads.


After you complete your daily activities, you will update the tasks done. However, there is no need to manually follow a similar routine because you can automate these actions with macros. You have to choose the records and run the macro so that the repetitive tasks are taken care of automatically.


The Zoho CRM features know that a large part of your day includes a standard set of actions, which prompts you automatically with a suggestion to run a macro. For example, if you call a lead, send that lead a follow-up email, and create a task, Zia can suggest the same list of actions as a macro the next time. All that you need to do is run the Macro if it suits your needs.



I hope that you learned something new 
Follow me for more such posts!

Cheers!
Abhi
(Seasoned Zoho Authorized and Certified Partner)

Feel free to contact me if you have any queries
Email: abhishek(@)encaptechno(dot)com
Call: +1-416-405-8185






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