Focus Group webinar - Revamped reports in Zoho CRM
Any sales-based organization invests heavily in sales, which obviously translates to better revenue and overall growth. But how do we track how deals progress, or estimate how they will progress, or even how they performed? Blindly investing resources into sales can easily backfire if the sales strategy doesn't work, or any other part of the sales pipeline doesn't work, all of which is contingent on reporting. Earlier this year, we revamped reporting in Zoho CRM to better track various aspects of sales efforts. Zoho CRM's revamped reports come with features that help with,
Greater control over data - Combine multiple modules and define the association of each module. View shared entries or unique entries in two or more related modules, which lets you dissect to the last layer of a module.
More related modules - You now have the flexibility to choose any related list that can be chosen to generate a report from the base module and combine up to 5 modules.
Intuitive report editor - That lets you preview and customise the retrieved data. If you want to more data such as the creator of the lead or the last activity field, you can now drag that component from the interface and drop it in the report editor even before running the actual report.
Combining multiple reports - Combine multiple reports under one screen and unveil deeper insights into your CRM data to learn how they directly impact your business decisions.
| June - 30 | 9:30 AM - 10: 30 AM PDT | 12:30 PM - 1:30 PM EDT | |
June - 30 | 11:00 AM - 12:00 PM BST | 3:30 PM - 4:30 PM IST | Register now |
July - 1 | 11:30 AM - 12:30 PM ACST | 2:00 PM - 3:00 PM NZT | 10:00 AM - 11:00 AM ST |
We're following this focus group webinar with another on the integration between Zoho CRM and Zoho Analytics. Feel free to register for it here.
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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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