The halloween CRM admin and sales fails contest

The halloween CRM admin and sales fails contest



This Halloween, we're trading scary sales stories. Keeping with the good ol' Halloween theme, let's discuss the biggest fails we've come across in sales. We're talking the lowest of the lows, the horror of horrors you've come across, or those that you somehow managed to brave and make it to the other side.

For trick or treat, we're ditching the candy this season and offering five gift cards instead. The top five most interesting answers will get the following gift cards. 

$100 BestBuy Gift Card
$50 BestBuy Gift Card
$50 Amazon Gift Card 
$25 BestBuy Gift Card 
$25 Amazon Gift Card 

(All gift cards will be sent before Black Friday. If BestBuy cards do not apply in your region, we will send you an Amazon gift voucher instead)

You can include in your answer (post as a comment below), a few of these points:


 1. Horror: A telling of one of your most bizarre experiences with a potential client. We have all had some pretty bad luck with some deals. Strange, hilarious, or outright nerve-racking, some are just too hard of a nut to crack. Or, just any CRM admin nightmare story of your choosing. 


2. Trick: What you do to work around those tough corners and which Zoho feature has helped get you through it. 

3. Treat: A tip to help peers grow their business, something that you carried from this experience, that has always helped you stay ahead of the game! 

As I clearly can't divulge stories of one of our sales, GDPR and all, for an example here's one I heard from a buddy of mine who'd gotten flooded with deal closures last season.  


"It happened in the initial years of my sales career. I was passionate and opportunistic. I was enjoying converting our vending machines into dollars, and meeting the sales targets. Once, my manager even gave me a congratulatory hug. Which was so rare that I savored the moment too long and he had to push me away after a while.

However, the last quarter that year started slow. I was under pressure to close my targets, not just for the OTE but for that warm, long, and awkward hug too. Anyway, December approached and I was at the 40% mark. This was bad because December sales are always low, thanks to all the merry-making. I was getting desperate and started calling all the warm leads in my bucket, who were gradually drifting to the colder zone. 
​
One gentleman showed interest in meeting me on the 24th of December but was obvious on the call that there would be no order before January. Nevertheless, I decided to meet him in his office and see if there’s a slight chance of making the deal before New Year. I went to his office, we got into a room to discuss his vending machine requirements, but it did not go as I expected. He was too rude, to say the least. He had a grudge against his old supplier and he took it all out on me. Apparently, his previous supplier didn’t provide a good after-sale service when the machine broke down. He was irate and called out the entire salesmanship as an act of fraud. I tried to explain that we have an excellent service and that our clients are very happy, but nothing worked for him. One thing was sure though, he was not happy with his current supplier and wanted to return all the machines. So, there was a definite requirement. I grabbed this opportunity to show him our service. I asked him to take me to one of the broken machines. I took a look, called my engineer over phone, cooked up some Tony Stark stuff, and finally was able to restore the machine to working condition. I could not tell whether the client was impressed, so I took another shot: I offered to take back all the old machines he had and gave a 50% discount on the new ones ordered from us, plus free one-year service. Still, he had a poker face. I can’t do more than this, I thought, and packed my bags. I left my brochure, list of customer references, my business card, and a glimmer of hope in his office. 

​Next morning, while I was lying on my couch watching a re-run of The Office at home, I got this message over an email: “Hello, we had a meeting last night over the vending machines and looks like we can manage the budget for the price offered by you. It is to re-iterate that although you’ve offered free service, we would not appreciate any lag in the response. Also, the delivery should be completed by 31st Decemeber without delay. Merry Christmas!”

A few terms and conditions: 

1. The contest has no geographic restrictions. 

2. Zoho partners are welcome to participate but won't be eligible to win prizes. 

3. Language should be civil and not offend any member of the community. 



      • Sticky Posts

      • The halloween CRM admin and sales fails contest

        This Halloween, we're trading scary sales stories. Keeping with the good ol' Halloween theme, let's discuss the biggest fails we've come across in sales. We're talking the lowest of the lows, the horror of horrors you've come across, or those that you somehow managed to brave and make it to the other side. For trick or treat, we're ditching the candy this season and offering five gift cards instead. The top five most interesting answers will get the following gift cards.  $100 BestBuy Gift Card $50

        • Recent Topics

        • Involved account types are not applicable when create journals

          { "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":

        • KB Templates

          * It would be nice if Zoho can provide users an option to create custom templates for KB articles. Also, it would be nice as well if the users can have an option to 1.) select a default template and 2.) declare default tag/tags, for KB articles created through Ticket's resolution.

        • Zoho CRM Reports Module on Mobil App

          I have the mobile app and the reports module doesn't appear in the sidebar for some reason. I saw a Youtube video where the user had the Reports module on mobile. Is there a setting to show it on mobile? Thanks.

        • Contacts Don't Always Populate

          I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the ones

        • Zoho Projects Android app update - List view enhancement

          Hello, everyone! In the latest android version(v3.9.15) of the Zoho Projects app update, we have enhanced the List view of tasks. We have also introduced a complete scroll of the tasks in the list view without scrolling the task fields(status, start date,

        • On the US Data Centre rather than the UK but dont know how to migrate it

          We have a new staff member with an external email address and cant add them to Zoho chat - we have been told its becuase we are in the UK but on a US Data centre - we therefore need to change it but no idea how to can anyone else as we are going round

        • Zoho Sheet Custom function column showing Error #EVAL!

          Hello I have a custom function in Zoho Sheet developed to convert a date time from one time zone to another. The custom function takes date and time columns and then using subHour( ) converts the time to PST time. However, though the custom function works,

        • How to add a Data Updated As Of: dynamically in text?

          I need to add a "Data Updated As Of" in the dashboard to show when was the last date the data was updated. I tried to create a widget but it does not look really good, see below. Is there a way I can do this through the text widget and update it automatically

        • Create Your Own Issue Management System

          Effective issue management is a cornerstone of project success. Every bug or issue, no matter how small, needs to be tracked and resolved in time to maintain project momentum. In this post, we’ll explore how an issue management system in Zoho Projects

        • Resource utlisation

          Dear Team, We use the excel for the weekly predicted people utilization how the resource are allocated , is there any way that i can use any of the zoho products.

        • Ask the experts - A live Q & A discussion on Zoho Recruit

          We are delighted to come back with another edition of Ask the Experts community series. This edition, we'll be focusing on everything about Zoho Recruit. The topics will focus on the features that are used/asked by the majority of users and also based

        • Bug - OTP (email) and No Duplicates

          Scenario: Form with an email field, Validation: "No Duplicates" (because I want to ensure 1 entry per email). Embedded form into website (JS option). Enabled email based OTP. 1st test (via my website) - entered my email address - sent OTP - entered pin,

        • Personal Facebook page posting instead of Business Page

          I have a Facebook page that is associated with my Personal Profile and I am the Admin of that Page. I would like to schedule and Post to my Personal Page not the Business Page. Each time I try to connect to the "Page" it takes me to the Business Page. Is there a way of connecting to my personal page?

        • Fixed asset management

          I want to know if there is any individual module for fixed assets management

        • Recording depreciation of fixed assets as a percentage of residual value

          In India, fixed assets are depreciated as a percentage of their residual value at the beginning of each fiscal year. I went through the documentation for creating recurring journal entries, but could only find ways to depreciate by a fixed rupee amount

        • Function #28: Automatically calculate Customer Loyalty points

          Hello everyone, and welcome back to our series! Today, we're excited to share a workflow designed to streamline the management of loyalty points. Many businesses offer incentives or rewards in the form of loyalty points to their customers as a way to

        • Function #6: Calculate Commissions for paid invoices

          Zoho Books helps you automate the process of calculating and recording commissions paid to sales persons using custom functions. We've written a script that computes the commission amount based on the percentage of commission you enter and creates an

        • How to Add Product SKU in Invoice?

          How to Add Product SKU in Invoice?

        • Tracking movement between departments

          I've been developing a reporting system in Zoho and one of the groups I want to develop a report on primarily moves tickets from department to another. Is there a way to set up the reporting on Zoho (or Zoho Reports) that can tell me the number of tickets

        • Zoho CRM Calendar View

          Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose

        • Call transcrition working for ringcentral?

          I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: Call

        • What is syntax to call creator function (or trigger a creator workflow) from CRM deluge?

          What is syntax to call creator function (or trigger a creator workflow) from CRM deluge?

        • WhatsApp and Zoho Creator Integration

          How we have integrate WhatsApp App with Zoho Creator without using external application ?

        • Improve Creator Calendar Report

          Please can you improve the Creator Calendar Report General There is no way to highlight certain days, for example weekends or public holidays. There is no way to hide certain days, for example weekends. There is no way to modify the day header, it just

        • Important updates to Zoho CRM's email deliverability

          Last modified on: Jul 24, 2024 These enhancements are released for all users across all data centers. Modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domains

        • Custom modules not showing in developer console

          I'm trying to create a custom summing function for a custom module I made in my CRM. When I go to create the function, my module isnt showing up. Do I need to share the custom moldule with my developer console or something of the like?

        • Chart with Filtered Data vs Unfiltered Data

          I am looking to create a chart view that displays the full data set vs a subset of the data filtered by user filter. However I do not seem to find any method by which to exclude a plot from the applied filter or any other method by which to display the

        • Storage addon failed to upgrade

          Hi, I am trying to purchase addon storage, but i am getting upgrade failed error Sorry! We are unable to process your information. Please try again after some time. If the problem occurs again, please visit our Contact Us page to reach out to the appropriate

        • Meetups Gratuitos Junio 2024 - Profundiza en las funcionalidades de tu Zoho CRM

          Este junio, aprende a sacar el máximo provecho de tu Zoho CRM en la segunda edición de los Zoho Meetups 2024. Los días 18 a 21 de junio, Zoho organiza los Meetups gratuitos para usuarios de Zoho CRM en Valencia, Barcelona, Madrid y Sevilla, donde expertos

        • How to get the Dashboard page to be the first page when you open the app

          So when it opens on a tablet or phone it opens on the welcome page, thanks.

        • Integration between Zoho CRM and Zoho WorkDrive

          I'd like to search Zoho for an invoice I've added as an attachment (pdf) to an account. The name of the invoice is 1388-advertiserx-July.pdf - but I can't find it using the search function for any of these terms: 1388 1388-advertiserx 1388-advertiserx-July.pdf

        • Tip #17: How to mandate partial payment for your appointments

          When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. Benefits

        • Why option for 'include form submission in the body of the email' check box is missing

          Hi In all our forms we have configured an <Email Notification> (<Rules> <Form Rules>) In some forms, there is an option to <include form submission in the body of the email> in the <Additional Options> section, however, this option is not available in

        • no puedo recibir correos

          Hola, en la cuenta de la empresa desde hace unos tres días dejamos de recibir correos y no hemos realizado ningun cambio de configuracion, requerimos asistencia urgente por favor

        • NO PUEDO RECIBIR CORREOS EN MI CUENTA ZOHO MAIL

          LO QUE SI PUEDO HACER ES ENVIAR CORREOS PERO NO PUEDO RECIBIR CORREOS. Y LA CONFIGUIRACION DE MI DNS YA ESTA CORRECTA Y APUNTAN A ZOHO PERO AUN ASI NO PUEDO RECIBIR  NECESITO AYUDA URGENTE YA QUE EN MEXICO NO HAY FORMA DE COMUNICARNOS VIA TELEFONIA CON

        • Mozilla Vault extension will not Unlock even once.

          I have been using the Vault extension in Chrome based browsers for years, yet after installing the Mozilla Extension in Firefox, it will not unlock. Initially it did redirect me to log into my account, and then enter the master password. However, it did

        • Unable to Download CRM Contact Data: WorkDrive Integration Issues

          ## Problem Description We need to let users download contact information from CRM as CSV files to their local computers. Since we couldn't implement a direct download option, we're trying to use WorkDrive as a workaround - but we're encountering issues

        • Sort mail by name and subject

          I don't see sort function on columns FROM and Subject. I see only sort functio by date. Could add it ?

        • Zoho Creator monthly roundup - September 2024

          Hello all, We're back with an exciting set of new features and enhancements that will elevate your Creator experience even further. In case you missed it, we’ve recently revamped our Product Roadmap page, now with a refreshed design and showcasing all

        • Kiosk Studio Session #1: View paid customers in the same industry

          Update | 15 Oct 2024: Session #2 is now available here! Hello everyone! We're excited to launch our new series of posts on Kiosk Studio today. Called Kiosk Studio Sessions , these posts will be packed with actionable ideas to help you get the most out

        • Next Page