We have been knowingly using Zoho improperly for quite sometime now. We basically just use it to store our leads' contact info. This is because we never really understood how to use it.
Can someone please help me understand some of the basics? We are a remodeling company and sell mainly to homeowners. So after we receive a lead, we're not really sure what that lead should be converted to and when.
When I read the definitions of Accounts and Contacts, it seems like those are only for dealings with other businesses (B2B).
Let me run through our typical business transaction and if someone could give us a summary of how Zoho would track this customer, we would be most appreciative!
1. We receive a call from a customer who wants to schedule an estimate.
2. Our salesperson meets the customer at their home, and write them up an estimate.
3. If our salesperson doesn't convert the lead to a customer at the time of the estimate, we usually follow up within a day or so with a phone call or email.
4. After some time either the lead chooses to do business with us, chooses another company, or decides not to have the work done at this point in time.
5. If we convert the lead to a customer, we schedule the project to be done.
6. After we finish the project, we send them an invoice and collect payment.
7. We follow up with customer using satisfaction surveys, post cards, etc.
That's our typical order of events with a lead. Can someone please help me use Zoho to properly track a lead from start to finish?
Thanks!