When a business invites enquiries from prospects via their website, the details of these prospects are recorded and tracked within the CRM. The next step is to follow up with these prospects in hopes of closing a sale. While it is indeed important to follow-up with each of them, this follow up process often involves sending the same kind of routine emails and tasks to many people one by one, which when done manually, could be taxing. On following up manually, you may even miss out on responding to some of the leads which can prove risky because, you might just miss out on a big opportunity.
Autoresponders is a feature in Zoho CRM that sounds similar to Auto-Response Rules.
Auto-Response Rules |
Autoresponders |
This is a tool that allows you to send immediate automated responses to each prospect who has submitted an enquiry in CRM through your website. |
This has no association whatsoever to a web form.
It is a feature used to
automate sc
heduled
follow-ups with your leads/contacts
, regardless of whether they have been sourced from your website.
These come in handy when you wish
to plan drip campaigns.
|
It is ideal for automating the receipt of acknowledgement of an enquiry. |
It is ideal for sending follow-ups based on a specific date and time or based on a recurrence pattern (by day/by week/by month). |
To create auto response rules for web forms
To create auto response rule entry
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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.
Write to us: support@zohoforms.com
Quick Links |
Workflow Automation |
Data Collection |
|
||
Form Templates |
||
|
||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|