Social CRM - Transition Guide
The Social CRM has been revamped to give you a more comprehensive visibility of your organization's social handles and customer interactions. In this transition guide we have highlighted all the changes to make it easier for you to understand. Brand ...
FAQs on Social
1. Why am I unable to view the Social tab? It may be so because your administrator has not granted the Module level permission for your profile. Request your administrator to do the following: Click Setup > Users & Permissions > Profiles Click the ...
Social media integration with Zoho CRM gives the sales context to your interaction with customers. Following are the two ways in which you can make use of Social CRM. Personal social media interaction via social profile integration (detailed below). ...
Working with the Social Tab
Integrating your CRM account with Social media, fosters communication with customers through social media that ensures real time data exchanges. While social media platforms offer you the opportunity to connect with several people, you need a CRM to ...
Setting up Social Tab
In order for you to start using Social tab, your Zoho CRM account must be configured with any or all of your organization's Facebook Pages or your Twitter handles. The configuration can be performed only by a user with Social Administrator ...
Social CRM - An Overview
Before you actually start selling, the first important rule of sales is to get to know your prospects well: what interests them, what kind of service they are looking for, etc. Today, one of the best ways to understand this is by following and ...