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

    • Mail Merge: Need Transparent Background for Signatures

      I'm using ZohoCRM and Zoho sign to send documents to customers to sign. We use zohoCRM's "Mail merge" option to create the templates. The problem is that those "Signature" fields have a solid white background so it looks like a stamp on the page instead
    • Zoho Flows

      Basically I can't build a connection that works between Excel on OneDrive and Zoho. I wanted to have 1 flow checking on a row added to an excel file and then intiate an import of that row. I'm doing that manually now and thought that this could be automated.
    • Zoho time tracking with automated screenshots

      Time tracking option with automated screen shots would be an exeptuonally good feature, any plans to develop something like that?
    • Sharing my portal URL with clients outside the project

      Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.
    • Zoho Campaigns Forms not Responsive on Website

      I have a mobile responsive Zoho Sites website and when I add a Zoho Campaigns form, it is not responsive. I have used the website code and ensured that the 'responsive' checkbox is selected. But, the form is not responsive to mobile. I have attached a
    • Oldest mail on top?

      I am old, and probably missing something simple, but how do I flip my zoho mail so oldest mail is on top?  Thanks in advance, and a HUGE thank you to the entire ZOHO team.  You just keep getting better!
    • Desk API to add or change commenterId to a comment

      Please let me know how to add comments on tickets for different agents using the API. When adding a comment it will take commenterId but then ignores that and used the API agentId. Did not see in API docs which values are readonly. I pleased to see commentedTime worked for past times. Regards, Glenn
    • How send a ticket attachment using the Sendreply API in Zoho Desk

      API document references : you make use of the Upload file API and gather the attachment ID. This ID is be passed with the Send email Reply API to deliver responses with the attachment intact. Code template is as below: // ORGID ORGID = "XXXXXXX"; // Masked
    • First Insight - Find your Fields

      The Wheels of Ticketing - Desk Stories Find your Fields What are fields? Fields are crucial in ticketing modules that capture information about Tickets, Customers, Organizations, Products, and more. Depending on the kind of data being stored, users can
    • Automation#30: Auto-Update Time Entry to the Nearest 5 Minutes

      Hello Everyone, Time tracking is a feature in Zoho Desk to help businesses stay organized and efficient. For Zylker Techfix, this feature has helped to track the duration of gadget services to generate accurate bills. However, Zylker Techfix faced a unique
    • Email adding to existing ticket

      hello Is there some syntax i can add e.g. to the subject line / body of my email that when it reaches the Zoho portal will add the request to an existing ticket. e.g {123} Currently if i have an open ticket and a customer emails me direct, i then forward
    • How to define different shift timings for each weekday in Zoho People?

      Hi everyone, We’re using Zoho People for attendance tracking and need to configure a standard 39-hour workweek that is structured like this: Monday to Thursday: 8 hours per day Friday: 7 hours Currently, our service provider has set up the workweek as
    • add two date range

      Hi, How can I add two date range selections to compare two different column values in a single pivot view? I have attached a snap for your reference.
    • Announcing new features in Trident for Windows (v.1.26.5.0)

      Hello Community, Trident for Windows is here with exciting new features to elevate your email communication and enhance productivity. Let’s dive into what’s new! Open .eml files in Trident. You can now open .eml files directly using Trident. This makes
    • Adjust The max character in Specification Field

      Is there another way to adjust the maximum character limit for the Specifications field in Zoho Commerce? I need to accept responses with fewer than 200 characters.
    • Customize the Sign In And Sign Up in Zoho Commerce

      Is there another way to customize the Sign In and Sign Up in website Zoho Commerce like this i want to customize to edit it like change the "Sign In" word into "Login Zoho Commerce" it is possible or other way to do that?
    • Territories : Deluge and APIs

      I am trying to work out how to filter a deluge query by territory eg "SELECT Total_Amount, Stage, Closing_Date, Created_Time, Deal_Name FROM Deals WHERE Stage in (" + varBaseCriteria + ") AND Territory = 'Territory1'" The problem being that Territory
    • Tidying up messes file system on Site

      I'm been given access to a new site that's been managed by several different people over the years, each with different ways of managing images and files. If I move an image from one folder to another, it shows a missing image icon on the site's page.
    • Move Archive Button in Zoho Mail to Main Toolbar?

      Is there a way to add the Archive Button to this tool bar so I don't have to click the three dots every time?
    • Introducing Bigin 360: Our new pricing edition with increased feature limits and pre-installed toppings

      Dear Biginners Club, Today, we're pleased to launch a brand-new pricing edition called Bigin 360, our highest pricing edition that will sit on top of Express and Premier editions. It's been over four years since our launch, and we're receiving some great
    • URL field display value

      Is it possible to give a URL stored in a project a display value, rather than showing the whole url? I have a lot of projects connected to issues filed on a separate site, each with a distinct URL. For example: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=40000
    • need payment link excl. TDS Amount.

      Dear Team Zoho, Kindly generate a payment link excluding TDS amount. So that TDS can be submitted through portal. Thanks & Regards, Arijit S.
    • CRM is very slow now

      CRM is very slow now. Plz check ASAP
    • Access error when running invokeurl

      Hi, I'm running the following code: string standalone.test_api() { LoroToken=zoho.crm.getOrgVariable("LoroToken"); info "LoroToken:"+ LoroToken; headersMap = Map(); headersMap.put("Authorization", "Bearer "+LoroToken ); headersMap.put("Content-Type",
    • Disable Column Freeze in PWA View but Keep It on Desktop — Zoho Creator Reports

      Zoho Creator offers a useful feature to freeze up to two columns in a report view, which works well on desktops. However, our users access the app on both laptops and mobile devices, and freezing columns makes reports nearly unusable on smaller screens.
    • How do I add more space to a note in ‘draw’?

      I’m taking handwritten notes using the draw note, but I don’t seem to be able to scroll down to get more room on the page. How do I make more room to take notes?
    • Overtime per week vs. per day

      In the United States 90% of the states calculate overtime as working more than 40 hours per week. It appears that Zoho People can only calculate overtime per day.  How do we fix this? Here is an example: Mon      8 hours Tues      7 hours Wed      9 hours Thur      8 hours Fri            8 hours -----       Total      40 hours (no overtime) However, Zoho people says 1 hours of overtime because the employee worked 9 hours on Wednesday. Maybe I have something setup wrong in Zoho People?  
    • Add Hebrew Language Support in SalesIQ Idle Chat Handling and Reminders

      Dear Zoho SalesIQ Team, Greetings. We would like to request the addition of Hebrew language support in the Idle Chat Handling and Reminders functionality within Zoho SalesIQ. 🗣️ Background & Use Case Currently, we have successfully configured our Zobot
    • notebook synchronization - problem

      Good afternoon, Since yesterday when trying to create a new notebook, it does not let me and when creating the notes they are not synchronized with the cloud, I think the error may be with the encryption of images because in the pages appears the image
    • Notebook 3.5.0 -- Sort order Name A-Z not working

      Just updated to Notebook 3.5.0 on Windows 10. Sort order by Name, A to Z is backwards, like Z to A. Selecting Z to A still works as expected.
    • Stay organized with chat-to-ticket timers

      Hi there! Ever lost track of a customer’s message? Or found yourself scrolling through long chat threads trying to figure out what’s what? Setting up a chat-to-ticket timer can help. It decides when a reply should stay in the old ticket or create a new
    • New notecards not syncing across devices

      Hi, I'm having the same problem where my notes are not syncing from my Android to my laptop. Please help
    • Please add custom sort in Windows ver. of Notebook!

      Dear Zoho, I love the custom sort (drag and order notes) in the Android version of Notebook, but when I sync onto the Notebook on Windows, the note orders all get messed up because it doesn't support custom sorting yet. This makes it impossible to do
    • Formula to return string "WK 26 - 6.2.25 - 6.8.25

      Here's what I've got but syntatic failure: if(not(isnull(${Deals.GS_Due})), "Week " + Tostring(ceil(dayofyear(${Deals.GS_Due}) / 7)) + " - " + Tostring(month(${Deals.GS_Due})) + "." + Tostring(day(${Deals.GS_Due})) + "." + Tostring(year(${Deals.GS_Due}))
    • Introducing LeadChain in Bigin to sync leads from Social Ads easily

      We're excited to introduce a new topping in Bigin called LeadChain by Zoho Social. LeadChain instantly syncs lead information from social media lead ads to Bigin, making it easier to turn them into customers. It also helps you send conversion data back
    • Templates Access

      There should be an option to grant users access to templates but not allow them to edit/delete templates. In setup there is only one tick option for templates. This will give any user access to view as well as delete/edit. This doesnt make sense as they
    • Generate a Zoho Sign link

      From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.
    • Power of Automation :: Autocomplete the Project upon Task closure.

      Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:
    • Unable to send email through Gmail

      So I had a custom domain email from Zoho and I was able to send emails from this account through my gmail. 2 days ago I added another user. This user is not able to receive any emails, that's the first issue, moreover, even though I haven't changed anything else other than adding this user, now I am unable to send email through my gmail account with the first user either! I have opened a case with priority "I am stuck, need assistance", haven't got a single reply in about 36 hours. I am unable to
    • "Invalid Credentials(Failure)" when configuring IMAP (Outlook)

      Getting the below response when attempting to configure Zoho mail in Outlook 2016: Notes (what I've done so far): Zoho mail on web client is working with no issues. Though I was certain the username & PW were correct (was using same credentials on web client as I was attempting to utilize in Outlook 2016), just in case, I went ahead and changed my password on the web client and re-attempted Outlook configuration; same error response. IMAP for my email account was enabled on the web client (and POP
    • Next Page