Sales Activities - An Overview

Sales Activities - An Overview

The Tasks, Calls and Meetings modules in Zoho CRM are useful in giving complete perspective of the respective sales activities that are performed for a prospect. Within the prospect's record one can find the follow-up calls, meetings, email conversations, etc. 

Let's look at an example:
  1. Jonah is a travel agent in a tours and travel company. The company receives enquiries on their website, a travel agent contacts each enquiry to gather more details, he emails the customer the packages that are available and finally sets up a meeting with them to discuss the final package and itinerary. He repeats these activities for every client and sometimes finds it challenging to remember whom to call or send an email. Also he has to refer to the calls, emails and details of other activities when he has a discussion with the client or his seniors. 
  1. He can maintain all this information in a common place from where he can quickly refer to all the activities that were performed on the client. 
  1. Jonah's manager, on the other hand, can use these modules to get a complete overview of the sales activities carried out by his team. He can generate reports for each activity to understand parameters like the time taken to close tasks, open activities, overdue activities, etc.
  1. Each activity involves tracking information like date, time, notes and other parameters. You can record these details in the following modules in CRM.

Tasks  

Task refers to a specific piece of work required to be done within a given time frame. In Zoho CRM, you can create recurring tasks and set reminders to your tasks.

Meetings  

Meetings refer to an activity that happens at a given place and time. In Zoho CRM, you can create recurring meetings, set reminders, and add invitees to the meeting.

Calls  

Keep track of the inbound calls (received from leads and customers) and outbound calls (dialed to leads and customers) in Zoho CRM

In addition to viewing tasks, meetings, and calls as individual records, CRM associates each activity with the respective record as related lists. Supplementary information like a record's schedule is a value-add for sales reps on the road. Click here to learn more about related lists in Zoho CRM.

Within each record, the upcoming activities are displayed as open activities and the completed ones as closed activities. To gain a perspective about their schedule, you can also toggle between three activity views in a related list: column view, chronological view, and tab view



      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Best CRM tools for your business to thrive remotely

                                                                                                                          The new era of work has redefined the way we operate, and do business. As new styles become prevalent, organizations are eagerly embracing co-working spaces, work from home, work on the go, and remote working as alternatives to traditional working ...
                                                                                                                        • Logging Calls

                                                                                                                          An essential part of a rep's daily activities is to make and receive calls. They need to track calls that are made to the customers, schedule calls according to the customer's availability, maintain details of the discussions in their database, and ...
                                                                                                                        • Working with Tasks

                                                                                                                          Availability Permission Required Access to Tasks include View, Create, Edit, and Delete permissions. Create Tasks A task is a piece of work that is usually time bound. In Zoho CRM, tasks are listed in the record's Home page, and in other related ...
                                                                                                                        • Multiple Sales Pipeline

                                                                                                                          What is a sales pipeline? A sales pipeline is a visual representation of your sales process that shows where your prospects are in the buying cycle, how many open deals you have, how long a particular deal stayed in each stage, and whether you have a ...
                                                                                                                        • Creating Sales Orders

                                                                                                                          In Zoho CRM, you can store sales order details by entering data in the sales order details form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or modify ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources