Introducing the "CRM Admin Chat Room" — An exclusive space for you to discuss instrumental sales concepts with experts and peers.
"Curiosity is the wick in the candle of learning" , as you may already know, is a very popular quote by William Arthur Ward.
Children, for instance, are inherently curious, aren't they? — "Why is the sky blue?" "How do planes fly?" "Why am I short?"
They question us tirelessly — and that's something for us to actually learn from.
As we grow up, many of us stop questioning, and start following instructions, and there, that kills curiosity.
It's important to understand the concepts — of why and how something works, before we actually get to work on it.
When you understand the science behind a microwave oven, you will be able to operate it more efficiently and safely. When you learn more about the mechanics of a car, you'll become more confident at driving. When you understand how the stock market works, you'll make better investment decisions.
We all do a lot of everyday tasks — but when we acquire knowledge on the key concepts of the subject at its core, we become naturally better at it, and are more confident.
The "CRM Admin Chat Room" is one such initiative which has been started with the objective of spreading knowledge on key sales concepts. Before you go ahead and deploy CRM settings and configurations, have you understood enough about the subject?
For instance, you need to understand the sales cycle before you work on leads—contacts conversion.
You need to understand process management before you create a blueprint.
You have to discuss more on analytics and insights you are interested in, before you actually begin to create a report in CRM.
And the CRM Admin Chat Room is the exclusive space for you to do all of this and more. For this initiative to be fruitful, we require your participation. We will start discussions around a subject every week, and invite your thoughts on the same. Feel free to keep your questions, suggestions and requests coming.
Let's learn sales, as a subject, together, and in turn become better CRM Administrators. Good luck!
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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
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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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