Zoho CRM's advanced filter is a useful tool for finding information in a specific CRM module. Once you've filtered the records, you can perform actions like sending emails, adding tags, changing record owners, updating fields, and more. You can even save filters if you use them frequently. Please note that saved filters are user-specific.
Let's look at a few use cases to see how we can use advanced filters effectively. These examples are just a few possibilities; there are countless other scenarios you can devise based on different search criteria.
Advanced
filters include a set of time-tracking filters, whose purpose is to
easily let you filter records that have been worked on or not worked on
in a specified time period.
For
example, you can filter out leads that have been "untouched" for six
months. You don't need to run a separate report; the time-tracking
filter called "Untouched records" will give you this picture.
Below are the time-tracking filters and their definitions:
In essence, Touched records = record actions + related record actions.
In all of these filters, you'll find the following parameters:
You
work on a fresh set of leads every week. Over time, you lose track of
the leads that needed a second or third follow-up. In reality, among
those idle leads, there might just be a great deal waiting for you—but
only if you follow up on it. Advanced filters can filter out such
records for you within seconds.
You
can always be aware of the chances of converting a lead and winning a
deal with Conversion Prediction by Zia. While this makes it easy for you
to prioritize the leads and deals with high chances of conversion, you
can even discover the ones you thought had less or no chance of
conversion, but are trending up. Using advanced filters, you can pull
leads and deals that are trending up recently with better chances of
conversion than before, and make sure that you don't miss out on any
opportunity.
In the Leads module,
You
want to keep a track of your sales activities as well as that of your
subordinates. With advanced filters, you can narrow down all deals to
which there is no activity associated for the next one month but closing
date is within the current month. You can add the potential amount as
another criterion, which will further narrow down the search.
The
purpose of having a website is complete only when you are able to keep a
track of who visits it, make inferences about how people use it, when
exactly they visit it etc. This information will help you serve your web
visitors better and convert those visits to customers.
That said, advanced filters in CRM can help you make such inferences about leads and contacts who visit your website with the help of visitor tracking parameters. You will be able to filter out leads and contacts based on fields such as Average Time Spent on the site, chats missed, browser used to visit the site and so on. Following are a few scenarios in which visitor tracking information could help you make some important inferences.
Let's say you have a list of contacts who are at a particular stage of conversion. For instance, you have contacts with whom you're closing deals this month. You can drill down more specifically by selecting a potential amount for these deals. Some of these contacts may have messaged you on chat, but you might well have missed those messages. Through advanced filters, you can instantly filter out these contacts. Here's how:
You can select any number of search combinations like this, based on your specific needs.
Tracking
your leads based on the average time they've spent on your website is
also an effective way of converting them to deals. When your leads are
spending more time on the site, you know that they're interested.Take
these steps to track them:
You
have filtered out contacts based on their stages in the sales pipeline.
Sales managers can track the progress that their sales reps have made
by entering the email address of the sales rep who has attended to
specific leads. Let's say, for instance that you're searching for leads
associated with Charles Stone, your sales rep. Here's what you'll do:
Now, all leads that Charles Stone has attended to will be displayed.
Advanced filters not only enable you to discover quick insights but also follow up on the results obtained. For example, you have discovered potential leads that have gone unnoticed. You have filtered out deals that need your attention. But what next?
The moment you filter out records, advanced filters let you can act on them instantly. There are quick actions that can be taken on the records such as Macros, Mass update, Assign owner and so on. From the very same results page, you can follow up on the records instantly.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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