Hello dear community !

I'm sales rep, I often do technical products demonstration on customers site and I want to monitor the rate of succes of it.

I mean the ratio of customer that have experienced our solutions and that who bought it.

I have 3 kind of element to track:

1/ On-site product demonstration.

2/ Remote demonstration.

3/ Customers trials (without my intervention);

If you already track this kind of indicators in Zoho CRM, what is the best way ? (ease of use, relevance,...)

- What kind of indicator are you looking for ? (a new field, a kind of activity, a tag,....?)

- How is it analyzed ? (by a Report, an Analytic KPI,....?)

Thank you for your feedback !