Tip #14: On Reports
Hello folks,
Following our weekly tips on using Zoho CRM, we are back with a tip for this week on Reports.
Tip #14: On Reports
Everybody loves Reports. More so in sales!
Reports give a sense of direction to the sales reps in terms of where they stand and what they have to do specifically to reach their target. They quantify the sales reps' hard work and give them the much needed sense of achievement and motivation to push further. Zoho CRM comes with a set of standard reports and the option to create custom reports based on your specific requirements. But wait, that's a very broad, rather underrated statement. Let's see why..
While you might have questions on how your business is faring, it could really be difficult as to how you get the CRM system answer them for you. So I am gonna go ahead and give you some tips on how you can use Custom reports in the best possible ways with some sample scenarios.
Tap leads that have high potential:
To have idle leads is one thing. But to have idle leads with high positive score and touch point score is definitely another. That's a goldmine untouched!
Create a report to pull leads that have a good score; yet have status such as "Not Contacted" or "Attempted to Contact".
You can do this by creating a Tabular report based on Leads module and add filters - Lead Status is "Not Contacted" "Attempted to Contact" and Lead Score > 10.
This report could help bring all the high potential leads that are untouched to your notice, so you don't miss them.
Track deals that need immediate attention:
Let's say you have a bunch of deals that are closing this week. As a sales manager, it could be disappointing to see overdue tasks associated with these deals. What can you do about them while you also ensure that this doesn't repeat? Create and share a report that lists deals closing this/next week with open and overdue tasks.
You can create a Summary report for Deals module and choose Activities as secondary module. Select your preferred columns from both the modules to be listed and choose the grouping based on Deal Stage. Under columns to total, you can choose to view the sum of Deal Amounts. Lastly, add filters - Deal Closing Date - Current and Next Week and Tasks Status - doesn't contain "Completed".
This could help ensure that your sales reps close the tasks associated with deals that have higher chances of closure.
These are just a couple of examples. Go ahead and put your thinking cap on!
Come up with a list of things that you want to know about your business - be it on the long term or short term. Experiment with Zoho CRM Reports to figure them out.
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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
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