Tip #11: How to Work Efficiently with Zoho CRM Calendar
Hello folks, We are back again with yet another powerful tip dedicated to all the sales professionals and small business owners out there. Tip #11: How to Work Efficiently with Zoho CRM Calendar For every busy sales professional or business owner, calendar management is mission critical. A single missed appointment could break a deal that you worked so hard on. Given that your calendar is so full of appointments already, let's look at some tips on how you can find some peace in the chaos. Set clear
CRM Hack #5 : Re-assign records of one sales person to another without actually transferring the records!
Hello! It's hack day again! When was the last time one of your sales rep quit? Happens all the time, right? And how did you get all the records handled by this rep transferred to another new sales rep? I'm guessing you went about transferring them methodically. What if I tell you that there is a simple yet quick hack that lets you just replace the owner of those records from the earlier sales rep to the new one? No need to take the long route when a safe short cut is available right? Now let
Tip #10: On Email Templates
For the past few weeks we have been posting tips to keep duplicates out of your database and to maintain a clean CRM. If you missed those tips, here is a link. In today’s tip, we will get to know the tiny details that matter in using email templates. Background color - Selecting a template from the gallery can save you time but if at all you want to send a simple email that does not look like an automated email, then here is a tip. The basic templates comes with a grey background. So when you send
Tip #9: Run duplication check across converted leads
Hello everyone, I hope you find our tips on maintaining a clean CRM useful. Our previous tips on the subject dealt with the following: Maintaining a style sheet for a clean CRM database - ✓ Creating Unique fields to avoid duplicate records - ✓ Merging duplicate records - ✓ This week, we are back again with another tip on dealing with duplicates. Tip #9 - Run duplicate check across converted leads When you mark fields as unique in CRM, you can enable duplication check within Converted Leads
Tip #5: Discover significant sales insights instantly using advanced filters
The Advanced filters in Zoho CRM are a great avenue for you to dig deep into your CRM to discover important sales insights in no time. Consider the following scenarios: Over the last six months, your CRM has accumulated a great number of leads. You have followed up with most of them but there could be a big deal hidden somewhere amidst the leads that did not respond the first time around. If only you could pull up such idle leads quickly and follow-up again. You have a handful of deals that are
Tip #4: Automatically receive updates on records that matter to you with Feed's Auto-Follow rules
The fourth tip in our Tips & Tricks series is focused on getting automatic updates on the records that matter to you the most and that needs your attention. With a huge database of records, there is a big chance that you might miss something important. It could be anything: A big deal that could seal your monthly target and requires every bit of your attention. A tough prospect who makes it nearly impossible to close the deal and who makes things harder than it needs to be. Leads generated from a
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