Introducing Page Layouts - Lay out your sales strategy with one CRM.
In large businesses with diverse products, each sales team wants to organize CRM to fit with their sales strategy. For each market you sell to, your CRM needs to manage different sets of customer information, stages in your pipeline, and workflows. That's why Zoho CRM is ready to scale with your business. Organize your software with a different layout for each process.
Why should I use Page Layouts?
Consider this scenario: Zylker Corp. is a company that sells two types of products - Software widgets and Hardware widgets.
It goes without saying that these two products would not follow the same sales process. In such a case, how can you automate your sales process while dealing with these disparities?
You can use Page Layouts to configure two different layouts.
One for software widgets, where the stages would consist of Qualification, Needs analysis, Value proposition, Price quote, Negotiation and Closed won/lost.
One for hardware widgets, where the stages would consist of Hardware analysis and modeling, QA testing, proposal/price quote and closed won/lost.
This is how Zylker Corp. handles two different sales processes with one CRM account.
Apart from dealing with scenarios like the one explained above, here are some more benefits of Page Layouts:
1) Categorize your leads better.
Whether you're adding information to CRM manually, through web forms, APIs, or imported files, you'll get to choose which sales process each deal should go through.
2) Flexibility to sales teams.
Workflows can be associated with different layouts so your teams can automate CRM for their specific sales needs.
3) Better segmentation for more accurate sales.
Analyzing your business is easier when you segment your processes into layouts. See an overview of your entire organization's sales, or break it down by the performance of individual products.
4) Better security and control.
Keep information in each layout secure by choosing who gets to see what. Fine-tune permissions at any time as your business grows or changes.
Why should I use Page Layouts?
Consider this scenario: Zylker Corp. is a company that sells two types of products - Software widgets and Hardware widgets.
It goes without saying that these two products would not follow the same sales process. In such a case, how can you automate your sales process while dealing with these disparities?
You can use Page Layouts to configure two different layouts.
One for software widgets, where the stages would consist of Qualification, Needs analysis, Value proposition, Price quote, Negotiation and Closed won/lost.
One for hardware widgets, where the stages would consist of Hardware analysis and modeling, QA testing, proposal/price quote and closed won/lost.
This is how Zylker Corp. handles two different sales processes with one CRM account.
Apart from dealing with scenarios like the one explained above, here are some more benefits of Page Layouts:
1) Categorize your leads better.
Whether you're adding information to CRM manually, through web forms, APIs, or imported files, you'll get to choose which sales process each deal should go through.
2) Flexibility to sales teams.
Workflows can be associated with different layouts so your teams can automate CRM for their specific sales needs.
3) Better segmentation for more accurate sales.
Analyzing your business is easier when you segment your processes into layouts. See an overview of your entire organization's sales, or break it down by the performance of individual products.
4) Better security and control.
Keep information in each layout secure by choosing who gets to see what. Fine-tune permissions at any time as your business grows or changes.
See also:
Using Page Layouts
We're excited to hear your thoughts about this feature! Feel free to get back to us by commenting below.
Regards,
Brinda
We're excited to hear your thoughts about this feature! Feel free to get back to us by commenting below.
Regards,
Brinda