CommandCenter - Word of the day#97
Today's customers can interact with your brand via multiple channels, and go through multiple organic paths before reaching a purchase decision. All this, with the expectation of individual attention along the way. Zoho CRM's CommandCenter helps you provide and keep track of thousands of such personal journeys without compromising on brand experience.
CommandCenter allows you to create the customer journey (or other business processes) and add automated condition-based workflows across modules in Zoho CRM. It is ideal for organizations that have several departments, services, or third-party applications participating in the culmination of a single business process.
For instance, you may orchestrate a cross-module process like this --- When a customer (from Accounts module) places an order for a product (from Products module), quickly check for the stock (from Inventory module) and if the product is out of stock, place a fresh supply order to the vendor (from Vendors module), and send an email or SMS notifications to the customer on delivery updates.
Here's a knowledge-base article on how to setup process orchestration using CommandCenter.
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How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
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