Team Collaboration - Word of the day #109
Zoho CRM is a collaborative CRM built to facilitate communication with your customers as well as your own team. Help your team stay connected with realtime sales updates. Enable teams to add helpful context to their sales records, or connect your collaboration tools to share updates from one platform.
Feeds - Keep your team updated through Feeds, where you can discuss deals, collaborate on ideas, and broadcast announcements. Talk about a sales pitch that worked for you, post updates on the big deals that everyone has their eyes on, and share helpful sales collateral. All of this is possible in the Feeds—a centralized area for all of your internal CRM discussions.
Chat - Zoho gives you the power to integrate your chat tools with your CRM. Create helpful Commands and Bots within your chat tools to pull up CRM records, reports, and analytics for easy sharing with your teammates. Send CRM lead approvals and reminders for events or calls on your chat tool and set up SalesSignals in CRM for new chat notifications. You can even automate sales updates to be sent in real time via chat so that your sales team can always stay effortlessly in sync with the rest of the teams in your organization.
Notes - Leave helpful notes on your sales records and activities. Not only will your sales reps have a recollection of the chain of events leading up to the sale, it also leaves a paper trail for anyone else who gets involved in the deal. Zoho CRM lets you record text and audio notes for every module, and even upload attachments to add as much context as you need to work.
Tags - Convenient tagging features make it easy to organize and collaborate on your records. You can tag another sales rep or a manager in your notes so that they get a notification that a deal or contact needs their attention. You can also use tags to mark different categories of records with specific labels that you can use to easily identify, search, sort, filter, and segment your records. For example, tagging records with the name of an event where you met them, so that you can easily pull up every record associated with that specific event in the future.
Groups - Zoho CRM allows you to assign different users into specialized groups to manage a set of common records. Groups can be created around a common purpose like team selling, team support, or event management. You can create different types of user groups and even share common records among multiple groups.
Project Management - When your sales team gets involved in several projects at once, productivity can end up taking a hit unless they're planned and managed efficiently. Integrate your project management system with your CRM, and assign your projects and any associated records to individual members of your sales team. Keeping your projects synced with your sales process in one comprehensive system allows you to manage your tasks more efficiently, saving valuable time and effort for your whole team.
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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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