CRM for efficient sales follow-up — Never miss out on a potential big deal ever again.
Rigorous follow-ups in business demonstrate one's determination to build relationships with your customers. The end result of these successful relationships is, of course, more sales. Simply put, a follow-up is the process of proactively communicating with customers to complete an activity—in this case, a sales rep carries out a set of repeatable steps to build relationships, taking the prospect from the early stage of awareness to the final sale. Why following up in sales is important Never miss
Logging SMS in Zoho CRM
I am trying to figure out how to do something that seems relatively simple, but I have not been able to find a straight answer on it. When I exchange SMS messages with a lead/contact, I want the conversation to be logged in that person's timeline. I do not need to send mass SMS. I don't even need to send or receive from within the CRM. I just want text exchanges from my phone to show up in the CRM. It would make me especially happy if there were a way to do this with a Google Voice number. Thank
Attachment from WorkDrive
Hello All: When attaching files from WorkDrive to the CRM it would be helpful to have a Filter by option with the All Locations filter so you can filter the search by the location of the file. We have several Team Folders where the sub-folder names are
Blueprints: Why common transitions can be only 1? We need all transitions to be common.
What's the reason? We need all transitions to be common. Do you save any kind of IT resource? It makes 0 zero sense. What if you need 2 o 3 transitions? You have to remove that limit and let us to choose whatever transitions to setup as common. Does it make all sense?
Creating templates for a specific situation
Hello everyone! I am working in a recruitment company and I use Zoho CRM free before doing it on the one of the company. No one in my company really knows how to use the CRM, as most of them use Recruit. What I would like to do on the CRM, is to create a teamplate. I'd like to know if it's possible that what I wrote on the lead's information page, can be transformed into a template. The template should contain for example: name of the job, name of customer, place of work, person in charge, schedule,
ZIA - Word of the day #58
Zia is an AI-driven sales assistant for Zoho CRM. Zia optimizes your CRM data through data mining and machine learning to deliver key business information such as sales predictions, suggestions, and alerts. It is not only based on what goes into the system, but Zia even learns how each salesperson uses Zoho CRM from all her analysis. With Zia, you can understand your customer's behavior and deliver personalized marketing campaigns and other services that help you improve sales. Here's a knowledge-base
Is there a way to include contacts from a Public View into a campaign
Hi, We're new to Zoho CRM, and we're trying to use the campaigns to send some targeted emails. We have public views defined in the contacts tab, and we'd like to send a distribution to these contacts. We can't use the filters as there's muiltiple criteria, and I don't want our users to have to define these each time. For example, I have a view where Contacts.Role must be "Accounts" or "Sales" and Contacts.Location must be "Building A", and a few other criteria. When I go to create a campaign though,
CRM outer margin quote template
Hi, the print preview as well as the exported pdf of a quote don't have a white margin on either side, as it is customary for documents.That means that the text starts at the top left corner and ends at bottom right corner. I changed the indents when customising the quote template. There I could create margins top, bottom, left and right. But this was not transferred to print preview or the pdf. Does anyone know how to do this? regards, Maria
Segment report from multi-select field
Hello community, We are segmenting our contacts using a multi-select field. One contact may belong to multiple segments. Segments are a list of 10 differents entries qualifiying our industry. Now we want to have some statistics, and build a report listing the number of contacts per segment, and possibiliy the list of these contacts. Example: Contact A : Segment 1, Segment 2 Contact B : Segment 2, Segment 3 Contact C : Segment 4 Report should list: Segment 1 : 1 Segment 2 : 2 Segment 3 : 1 Segment
Help with function
Hello, In my module Deals, i have three fields: F. Solicitada L/P (date field) PLAZO CONTRATO (number field) L/P F. limite produccion (date field) I need a function, that update L/P F. limite produccion by calculating: F. Solicitada L/P - PLAZO CONTRATO Example: F. Solicitada L/P is December 31st PLAZO CONTRATO 30 days L/P F. limite produccion = December 31st - 30 days = December 1st Thank you
CRM Function to Find Territory Manager
I'm trying to write a function that identifies the territory manager and then updates the account record owner to that person. This will make for much easier automation on our end. We have some very complex assignment rules and this would solve a lot of our issues. I currently have 8 workflows with 10 conditions each that handles our new account assignment. If there were a way to just assign the record to the territory manager, I wouldn't need to maintain all of that. Any thoughts here? We're able
Report or Account View: Accounts without Open Activities or no activity in the past 90 days
I need to run a list of accounts assigned to me that do not have an open activity assigned to it. I also need to run a report of which accounts I have not completed an activity for in the past 90, 120, 180, etc days. Can someone help?
Deals are double counting revenue
Hi there, On the Deal page, I'm tracking the products being discussed in the main products section. Some products have revenue associated with them and some do not. I want to generate a pipeline report that shows the active deals, the products, and the revenue. When I generate the report, the deal is shown for each product, and the revenue tied to the deal is tied to each product as well. For example, Deal ABC has a revenue of $100. I am tracking two products in Deal ABC, Product Y and Product Z.
Workflow based on SalesSignals
Would be great to be able to create automated workflows based on SalesSignals. Any word on if this will be available in CRM any time soon?
Process check: Skipping Leads module and using Accounts & Contacts instead - what do we loose?
Hello community, New to Zoho and trying to figure out how to match our process to features available. Semantics aside, we are interested into functionality and what we might loose if we don't use the Leads module. Currently we get "raw/cold leads list" that often have multiple people (contacts) associated with a company or during initial prospecting we discover that one person is not the best contact and we should shift our efforts to a different contact. In this case, we would need to add a new
Changing owner of web form
Hi, I need to change the person who is notified when someone fills in a web form. I have changed the owner of the webform on Zoho, do I have to update the coding on the web page as well though? If I do have to change the coding, can someone point me in the direction of which specific bit would need to be updated? I don't want to replace all the coding because we've edited it quite a lot in terms of sizing and fonts, so to change the whole code would take a very long time. Thank you for your help!
Collapsible Layout Sections / Multiple Layouts based on Criteria
It may be helpful to the accessibility of the bottom elements such as Notes/Emails/etc. if the layout sections were collapsible individually and as a whole. An option to lock/exclude sections from a full collapse could be helpful. Multiple layouts based on criteria may also be equally as helpful. Our web2lead information utilizes additional fields and sections in our current implementation. Leads by phone will never need these fields or sections but are visible creating unnecessary dead space. Please
Why is my workflow/function only running when I create a new Potentials record through the module and not when I create a new Potential through a Contact?
So I have a script and workflow written that will grab two field's info from the Contact module and put it into the two new field's in the Potentials module whenever a new Potential is created/edited. When I create a Potential on the module itself the workflow works. However, if I were to go to a contact record, scroll down to a Potentials related list to create the Potential, it won't run the workflow/script. Is there a way to get it to do this?
Help with function to update with same value
Hello, I need help with this function. in deals module, I have tree fields: - "Respuesta Cliente" (List) - "Plazo entrega CPQ dias" (Decimal) - "PLAZO CONTRATO" (Number) I have to create a workflow rule, that when "Respuesta Cliente" containts "Agree" or "Long-Term", then a function is activated to update "PLAZO CONTRATO" with same value as "Plazo entrega CPQ dias". Thank you
Let us rename/delete Related Lists
This feature would be very useful! Taylor S. Client Service Manager
Worflow condition based on Territory
We are wanting to setup a Workflow rule or a field update action based on Territory for an account (e.g. if Account Territory is X, set custom field to Y). I noticed that the territory field is not an option when defining rules. Any ideas on how to do this?
Can't Email Zoho Finance Estimate from CRM
I have Zoho One, and have integrated Zoho Books with the CRM. Everything works fine for me (I am the Super Administrator). Security for all modules is set to Read/Write/Delete, and Zoho Finance is turned on in the security settings. I have other users with Manager > Standard access. When they create an Estimate through the CRM link and then try to email it, they get the error message "You do not have sufficient permissions to perform this operation. Contact your administrator." I changed the Role
Condensing the Page
Is there any way to condense the page view by reducing the padding between fields? There is a lot of blank space on the page that could be filled or better utalised. Andrew
Editing Forecast Category
Hi there, I have customised my Sales stages in the section "Stage Probability Matching" I wanted to update the related Forecast Category, however am having some issues In documentation it says you can: Associate Forecast categories (Pipeline, Closed, Omitted, Best Case, Committed) However in my Zoho CRM, I can only see Pipeline, Closed and Omitted There is no Best Case or Committed Where do you add these Forecast Categories of Best Case or Committed? Note that I am only using the Free Edition of
Can I update multiple fields and calculate those fields based on fields in the parent module and child module?
Hi, I have parent accounts in the Accounts module that have attendance percentages in % Filed A, % Field B, % Field C totaling 100. The children of each parent account are reservations that live in Custom Module and have a Total Attendance field and Attendance Field A, Attendance Field B, Attendance Field C as a number. Attendance Field A,B,C in each child account should be calculated based on the percentages of the parent account multiplied by the Total Attendance field in child account. The Attendance
Machine Learning - Word of the day #57
Machine learning is an area of artificial intelligence (AI) and refers to machines and systems automatically learning new behaviors and processes from experience without needing to be specifically programmed for them. When exposed to new data, these computer programs are enabled to learn, grow, change, and develop by themselves. So, put simply, the iterative aspect of machine learning is the ability to adapt to new data independently. This is possible as programs learn from previous computations
Auto populate a field in the event based on values from another field
The scenario with me today is that I have a table which looks like this Field A Field B Field C a1 b1 c1 a2 b2 c2 In the event section, I would like to just fill in Field A .. Field B and Field C should get populated based on mapping of Field A Example I fill in a1 and for Field B and C they should get auto populated as b1 and c1 respectively. How do I do it ?
Can Zoho CRM be used to find out distance between two locations input in their fields ? Can G-suite integration help ?
I am premium customer for Zoho CRM and G-suite. My team collects pick up and drop location for customers over call. Can I use the Google map integration through Zoho to give me distance between two points ?
Zoho Finance Permissions Missing from Security Profiles
We have Zoho Finance Enabled to integrate with Zoho Books. It all is working as expected. I need to edit security profiles to limit who can see Finance from the related lists for accounts and Contacts. I do not see finance listed in any of the security profiles as per the setup instructions. Does anyone have an explanation?
Update Date Field
Hello, I have two fields: - Plazo entrega CPQ dias - Estimated Shipping Date I need that "Estimated Shipping Date" is automatically updated: current date + Plazo entrega CPQ dias Thank you
Converting Won potentials in Zoho CRM to a project in ZOHO PROJECTS
We use ZOHO CRM and ZOHO Projects. Is there a way to convert a won potential to a project? Dan
Help on transfer data and update data between two modules.
Hi, How can we copy some fields value from a custom module to "Deal" module whenever a new record is created in the custom module? In addition, based on the above two linked records, when the field value is changed either in the Custom module or "Deal" module, the corresponding field in both modules are updated accordingly. Most likely it can be done by custom function. Is there a sample can be reference? Thanks, Br, Andy
Workflow starting with no apparent trigger
Hello, I've setup a workflow which is triggered when an account is created or edited. It then check a checkbox state, and when true, it updated related contacts fields. This is the following post: https://help.zoho.com/portal/en/community/topic/how-to-send-email-to-contacts-filtered-by-one-account-field The workflow ("CRM Push Fleet to contact") behave as normal, when the accounts is edited manually from a colleague. (there is a second workflow "Company has Fleet" handling the Fleet checkbox) For
Create Sandbox with valid data
I'd like to create a sandbox with a copy of our existing data, so we can test against live information. There doesn't appear to be a way to do it? I tried doing a backup, but there's no way to RESTORE that backup? What's the correct process here?
Subform into Inventry Template in ZOHO CRM
I am working in Travel industry. Sometimes i need to have a subform in the Zoho inventry template to create a quote. (basically they are flight itinerary). Can zoho please consider let us add a subform in the inventory/email template please?
Viewing Layout
I am the Administrator and the User I have created 3 new Layouts for Leads. When I create a Lead it asks me which Layout do I want to use for the Lead. No problem that works fine. I have also created a few test Blueprints that seem to working fine. My problem is I can not select the different views when I open up a Lead. When I open up an old lead I do not see the choice to use a different view. Before I created the most recent layout which has a unique field I could see all the Layouts. Now I can't
Automatically transfer from one module to another based on date/time field.
I have two modules 1. Module Alpha 2. Module Beta. In Module Alpha each lead has a field with a time date value e.g. 23/6/2020 15:40. Is it possible to set up (automatically) when the time date passes in Module Alpha (23/6/2020 15:40), that lead automatically transfers to Module Beta?
function - display company name based on selected contact
Hi, The quotes module which is part of the crm has some tabs which I cannot remove so I've decided to create my own module similar to the quotes. I have created and added all the necesary fields. Now my issues is when I select the contact person it doesn't automatically lookup for the company to which the account belongs. I have been looking all over trying to understand how to do the same function to pickup the company in lookup field when a contact is selected, and I have no been able to understand
Missing Kanban view for leads
Hello, I do not have Kanban view for my leads. Standard Subscription. From where to acivate it. For Dealsd module I have it Thanks
Artificial Intelligence - Word of the day #56
AI stands for Artificial Intelligence and can be defined by creating and using machine processes that carry out actions “intelligently,” mirroring human behavior and responses. Some AI activities of today’s world include: speech recognition, information processing, self-correction, reasoning and problem solving. Over the past few years, Artificial Intelligence has been pushing the boundaries of what business tools can do. AI that can talk has been around for sometime now but it has started to show
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