Zoho Lead Strategies for Marketing Agency?
Hey guys, I'm looking for some insight from other marketing agencies that are using Zoho CRM for their lead generation and contact management. We plan on implementing an automated marketing system later, but we'll need to have all of our ducks in a row as far as configuring leads to partition information in a way that works best for our industry.
What I'm looking for is:
What is the process like for your company when using Zoho CRM to track leads from beginning to end?
What are some of the most helpful modules that you've found for converting leads to sales?
What are some of the custom fields you've added (or removed) to provide the best details about leads?
Where do you find success in the reporting feature, how do you customize your reports to provide useful information?
Did you disable or ignore any features due to complexity or lack of necessity for lead generation?
Any miscellaneous tips or helpful suggestions about Zoho CRM or using CRM software for marketing agencies in general?
Thank you so much for the advice, we are gearing up for success and have been having trouble finding this information elsewhere on the web. If you have any resources that you'd like to recommend we would be very appreciative!