Who can use the Remote Sales Office bundle | CRM FAQs

Who can use the Remote Sales Office bundle?

The remote sales office bundle is unification of two applications Zoho Cliq and Zoho Meeting that helps the organization build stronger and better team collaboration. This bundle is available for the following users:
  1. New CRM sign-ups.
  2. Trial edition users whose subscription has expired.
  3. Users who have not integrated these applications yet.
  4. Paid CRM users who do not have paid subscription for Zoho Cliq and Meeting.
Take a look at the following business scenario:
Your sales team gets a hot deal and the customer insists on getting the product implemented for their business within 10 days. 
Challenge: The sales manager has to onboard the product specialists, sales reps, and technicians for a quick discussion and lay the plan before committing to the customer. His biggest challenge is getting them together because the team members work from different locations and time zones.  
Solution: The sales manager can create a group in Zoho Cliq with the product specialists, sales reps and technicians who are required for the discussion and share the lead's record in the Cliq group. The members of the group will be able to share notes, important discussions and other details directly in the group which is quicker than email or phone call. 
Read more about other scenarios
Refer to the help doc to know how to enable the bundle for your CRM account. 

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