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!.
The sales representatives work while also being a part of customer meetings, events, and conferences. While managing so many meetings altogether, there must be something handy to update the activities, keep the team in sync, and do important things on the go. Zoho CRM features solve this problem by coming into your pocket.
With Zoho CRM Mobile, you can add leads, create tasks, receive email notifications, find customers, etc. You can locate all prospects near you using Map View and locate leads, contacts, and prospects in any area while scheduling meetings on your trip. In addition, you can log in all your visits so that your team knows about all locations that you have visited.
In addition, you can also record your takeaways from a recent meeting with a customer effectively. Again, there is no need to type out lengthy notes; you can just record the voice notes when walking and driving, associate the audio files with the records, and download them for reference.