Tip #22: On using website visitors information inside CRM
Hello folks,
As part of our weekly Tips and Tricks series, we are back with a tip on using website visitor information inside Zoho CRM.
When you are a sales person at a physical store, you can mostly tell if a customer is really interested to buy something or he/she is simply a window shopper. You can decide on your pitch and conversation accordingly. On the other hand, when you are working with leads online and over the phone, you can never be quite sure. Not until you have their visit information contextually accessible. The website visitors' information inside Zoho CRM increases your chances of reaching your leads and your conversion. Let's see how:
Identify Visitors online
When you are all set for the day, during the best time of the day to do the hard sell, uninterested leads or leaving voice messages could be a total put off. Here's a trick that can save you - Look out for the green dots in the Leads/Contacts list view.
These leads and contacts are currently viewing your website pages and are available to hear your offering. You can go ahead and call them right away. Or you could also send a mass email by clicking Select All Online leads in this page link that appears right after you select one.
Use Advanced Filters based on Visitor Tracking Parameters
The visitor tracking parameters under the advanced filters help quite a lot when you want to increase your chances of conversion. Here are some examples,
Go ahead and try these tips. I hope you will find them useful!
Writer
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As part of our weekly Tips and Tricks series, we are back with a tip on using website visitor information inside Zoho CRM.
When you are a sales person at a physical store, you can mostly tell if a customer is really interested to buy something or he/she is simply a window shopper. You can decide on your pitch and conversation accordingly. On the other hand, when you are working with leads online and over the phone, you can never be quite sure. Not until you have their visit information contextually accessible. The website visitors' information inside Zoho CRM increases your chances of reaching your leads and your conversion. Let's see how:
Identify Visitors online
When you are all set for the day, during the best time of the day to do the hard sell, uninterested leads or leaving voice messages could be a total put off. Here's a trick that can save you - Look out for the green dots in the Leads/Contacts list view.
These leads and contacts are currently viewing your website pages and are available to hear your offering. You can go ahead and call them right away. Or you could also send a mass email by clicking Select All Online leads in this page link that appears right after you select one.
Use Advanced Filters based on Visitor Tracking Parameters
The visitor tracking parameters under the advanced filters help quite a lot when you want to increase your chances of conversion. Here are some examples,
- Anyone who has spent a good deal of time on your website is a clear prospect. It is the perfect time to make your pitch and try to convert. You can quickly run a filter in Leads module based on the Average Time Spent (Minutes) and Pages visited.
- Don't let a missed chat become a missed business opportunity. When you are working on a big deal that is about to close anytime soon, you don't want to miss it on account of a missed chat. So you can simply run a filter when you are in the Deals and Contacts modules based on the Missed Chats.
Go ahead and try these tips. I hope you will find them useful!
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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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