Tip #1: Use Lead Scores to Prioritize your Lead Follow-up
Hello everyone!
We, at Zoho Community, are happy to launch ‘Tips and Tricks’, a weekly activity that focuses on use cases gathered from some of you. We’ll also ferret out the lesser known or hidden functionalities that will help you set up an efficient CRM. We urge you not only to try them and let us know if it helped, but also to tell us what else you’d want addressed in this section.Tip #1: Use Lead Scores to prioritize your Lead follow-up
Let's face it. When you are into sales, there is never enough time for you to follow-up with all the new leads, close all the open tasks and tickets and at the same time find new prospects. Managing your time effectively with such various activities is pertinent. So here's a cool tip on using Zoho CRM to help you save time and work on leads that matter to you.
Scoring rules can come to your rescue. Let's see how!
- First, you need to set clear scoring rules for leads based on fields. For example, leads from the health care industry or leads with an annual revenue of over $10,000 could be your prime prospects. You can prioritize these leads by scoring them higher based on the corresponding fields. You can also set scoring rules based on Email insights, Social and other touch points. Visit our help guide on Scoring Rules to know more.
- Next, go to your Leads tab and edit Today's Leads view to include Score column in the list view. Click on the column title "Score" to organize leads in such a way that you can follow-up on leads with higher scores first and work your way down. This way, you can give your best focus and time for the leads that matter to you and that have higher chances of conversion.
- It makes things even easier if you add this component in your User's Home page. You will be able to view the list of Today's Leads with Score column right there.
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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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