How to log customer visits in CRM

How to log customer visits in CRM

Hi all, 

Our Business requires us to visit contacts / customers at their office regularly, to get purchase order from them. The orders are usually yearly, but we have to chase them regularly through out the year.

I wanted to know:

1) How can we record in the CRM, each time our Sales Executive has visited the customer / prospect and the discussions he has had with them.
2) How can we schedule his next visit / Call
3) How can we run report to show customers not visited in last x no. of days
4) How to manage the Sales Pipeline; say if we lost a customer's this year's order and he promises to consider our proposal next time, how do we manage this? Do we keep the opportunity Open / Closed ? How can we schedule the CRM to remind us after few months to contact the customer for his next yearly order.

Thanks a lot

Regards
Ullash

    Zoho Developer Community


        Bootcamp
        Community
        Pricing
        Webinars
        What's New
        Integrations
        Contact Support
        Contact Sales



            Zoho Survey Resources
              Features
              Survey Templates
              Integrations
              Community
              iOS Mobile Surveys
              Pricing
              Android Mobile Surveys
              Insurvey Blogs
              Insight Blogs
              Tips & Tricks





                            Latest Feature Updates

                              Zoho Desk Resources

                              • Desk Community Learning Series


                              • Digest


                              • Functions


                              • Meetups


                              • Kbase


                              • Resources


                              • Glossary


                              • Desk Marketplace


                              • MVP Corner


                              • Word of the Day




                                  Zoho Marketing Automation
                                    Zoho SalesIQ Resources

                                          • Sticky Posts

                                          • Enhanced duplicate checking for Leads in CRM

                                            Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This

                                          • Enrich your CRM data and keep them updated

                                            You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing

                                          • [Webinar] Zoho CRM's Latest Features and Enhancements

                                            Discover and learn the brand new enhancements Zoho CRM got this quarter! These enhancements can be leveraged to bridge small gaps in your existing CRM implementation that power user data entry, finding and selecting records, and more, and make your user

                                          • Call Bar feature is now available in Zoho CRM

                                            Dear All,   We are here with an enhancement for our built-in telephony users. Upon setting up the built-in telephony, users get the Phone settings at the bottom of the screen — it helps them to set their availability status (online or offline), customize

                                          • Introducing multiple location URLs and date picker in Webforms

                                            Hello everyone,  Webforms simplify the process of gathering prospect information by hosting forms on the website. The interested visitors fill the details and submit the form that lands into the CRM system giving the company an interested lead to follow-up


                                          Manage your brands on social media
                                          Access Zoho Social

                                            Zoho Pagesense Resources


                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources



                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources


                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources


                                                            Zoho Sprints Resources


                                                              Qntrl Resources


                                                                Zoho Creator Resources


                                                                  Zoho WorkDrive Resources



                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series


                                                                      • Tips

                                                                        Tips

                                                                      • Functions

                                                                        Functions

                                                                      • Meetups

                                                                        Meetups

                                                                      • Kbase

                                                                        Kbase

                                                                      • Resources

                                                                        Resources

                                                                      • Digest

                                                                        Digest

                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner

                                                                      





                                                                      




                                                                          Design. Discuss. Deliver.

                                                                          Create visually engaging stories with Zoho Show.

                                                                          Get Started Now