CRM
Is anyone else experiencing this issue?
Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some serious limitations.
1. Once you associate an email, CRM will receive every email in that thread, but it apparently doesn't receive any emails in the new thread. We have discovered gaps in recorded emails in CRM due to this problem. CRMs like Pipedrive automatically record emails without any manual "association" action, and there aren't any gaps. Why would an enterprise-level CRM require an extension rather than simply integrate properly with one of the world's premier email providers? This will likely require us to switch CRMs, and after all we've done to integrate Zoho One into our daily work lives, that would really be frustrating.
2. The same problem with Email is prevalent in Dialpad. You have to manually log a call. It doesn't automatically populate the call notes with the transcript, and then automatically log a call. Again, Dialpad is a superior product to Zoho's, so...
Without the constant, automatic logging of calls and emails, the CRM is missing a huge component. So, I'm wondering if I missed something in setup, or am I just out of luck, and I should be looking for an alternative platform as our central business platform?
Thoughts?
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Function #46: Auto-Calculate Sales Margin on a Quote
Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it'sZoho CRM Functions 53: Automatically name your Deals during lead conversion.
Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One suchUser Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.Custom Function : Automatically send the Quote to the related contact
Scenario: Automatically send the Quote to the related contact. We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please followFunction #50: Schedule Calls to records
Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
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