Focus Group webinar - Revamped reports in Zoho CRM
Any sales-based organization invests heavily in sales, which obviously translates to better revenue and overall growth. But how do we track how deals progress, or estimate how they will progress, or even how they performed? Blindly investing resources
Add button/link to schedule Follow-up Call after Call Completed
Task have this option already. Complete a Task and immediately, the user sees a link to create another follow-up Task. I recommend a similar feature be offered for Calls.
Community Digest - June 2022
Good day, ladies and gentlemen! Every month, Zoho publishes a community digest that summarizes all of the announcements and interesting discussions that occurred in the previous month. This digest highlights the announcements and discussions that took
Focus Group Webinar - Integrating Zoho CRM and Zoho Analytics
In addition to the Focus Group webinar on revamped reports in Zoho CRM, we're discussing and demoing how we can setup an integration between CRM and Analytics, and leverage these advanced functionalities contextually with CRM data. In addition to more
Community Digest - May 2022
Announcements Checkout the enhancements made to the integration of Zoho Campaigns with Zoho CRM Introducing Direct Feedback on Zia's Recommendations to enable relevant recommendations Now, customize how you sort your picklists values in CRM Users of
The role of a CRM admin and beyond | Small Business Heroes E10
The tenth episode of Small Business Heroes, a CustomersSpeak series, features an interview with Troy Titus: a CRM administrator at Scale-Tec. Troy began his career by managing church activities and then moved on to gain real estate expertise by building
Setting up scheduled actions in Zoho CRM | Meetup Snippets E08
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The eighth snippet in this series taken from Dallas ZUG meetup in January 2022, features Shanique Young, walking us through a simple workflow automation
Tip #8: Merge Duplicate Records
Hello everyone, We hope that you are finding our CRM Tips and Tricks useful. Let us know if you are looking for tips on specific topics by commenting below. This week, we are back again with another tip on the clean CRM series. Tip #8: Merge Duplicate Records Maintain a style sheet for a clean CRM database - ✓ Create Unique fields to avoid duplicate records - ✓ Going by our earlier tips, you are now aware of the proactive ways in which you can avoid duplicate records in Zoho CRM. In spite of following
Community Digest - April 2022
Announcements CRM’s advanced filter options make it simple to fine-tune your lookup records Custom Buttons in Zoho CRM have been updated to collect users’ locations Introducing Admin Tools, an interface for configuration management Introducing built-in
ZUG in-person meetups - set up CRM automations for your customer journey
Hello everyone, We're excited to announce that we are resuming in-person meetups for our Zoho User Groups! These meetups give us a space to watch our customers network and learn as a group , as we discuss salient CRM features and best practices to use
Focus Group webinar - Integrating Zoho CRM and Zoho Projects
Continuing our bi-monthly Zoho CRM integration series, by popular demand, we're about to discuss integrating your Zoho CRM system with Zoho Projects. We're going to discuss how to make these systems work hand-in-hand to collaborate efficiently with your
Community Digest - March 2022
Announcements Zoho CRM's design garage, Canvas gets a few new enhancements, including reusable components and style presets. Now, import subforms conveniently in Zoho CRM. Introducing the Wizard functionality in Sandboxes Zia notifications through different
Focus Group webinar - New Sales Forecasting in Zoho CRM
Hi there, Setting targets is unarguably a vital part of any sales process. But how often do we track or measure it? More to the point, how often do we know what sort of outcome to expect? Zoho CRM enables an array of data collection from multiple pipelines,
Tip #2: Set up lead conversion mapping settings based on page layouts
Hello everyone! We, at Zoho Community, are happy to get back to you with a new tip for this week. In our previous post, we talked about lead scoring. Click here to read about it if you missed it. The tip for this week is related to one of the primary aspects of a CRM - Customization. Tip #2: Set up lead conversion mapping settings based on page layouts If your business deals with multiple products or services, you may be using page layouts in CRM to manage the diverse sales requirements. For instance,
Tip #24: Customizing Deal stages for your business
Hello folks, As part of our weekly Tips and Tricks series, we are back with a quick tip on customizing the Deal Stage pick-list values in your Zoho CRM account. We have had many users ask us if they can edit the Deal Stage picklist values based on their exact requirement in Zoho CRM. The answer is yes, you can modify the stages based on your sales process. We understand that every business is unique and involves a unique sales process. While the Deal stages that are listed by default in Zoho CRM
Save More Time with Automation in Zoho CRM
Gone are the days when business professionals spent a lot of time in manual data entry. The effective implementation and use of Zoho CRM enable business professionals to maximize their time efficiency. Zoho streamlines the business processes and segregates
Function #42: Organize Contacts based on the Deal Stages
Welcome back everyone! Last week's function was about updating subform records in two accounts simultaneously whenever one of them is updated. This week, it's going to be about displaying the Deal stages as "tags" in the Contacts records. Business scenario We all have our own ways of categorizing stuff. Lets say, you have a bunch of novels and you categorize them based on the genre, like "Action & Adventure", "Fantasy" or "Thriller". All of them are placed under a "Book Shelf" with separate sections
Zoho User Group Meetups - March 2022
Hello everyone, We're elated to announce that we're hosting the Zoho User Group (ZUG) physical meetups in the Middle East region next week. In addition to Dubai, we're starting Zoho User Groups in Manama and Doha. In case you aren't aware of Zoho User
Lookup Fields - Word of the day #65
The lookup field helps in establishing a relationship between different modules (linking two different modules: e.g, Accounts with Contacts). For example, say some of your contacts refer more leads for your business. You want to know which contact referred
Autodial via Campaign Automation
Is there an app where I can create a Workflow Automation and have one of the Actions be a phone call to the customer AND the business to connect via phone? I know there's an SMS action, but I'm looking for a way to essentially schedule an automatic phone
Latest Releases and Updates in Zoho CRM
Zoho Corporation has come up with a number of updates in the Zoho CRM platform just like each year. These new updates are expected to continue helping users seamlessly run their business operations with the new technologies. In the blog, we will have
Meetup Snippets E07 | Setting up survey form workflow in Zoho CRM
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The seventh snippet in this series taken from Houston ZUG meetup in January 2022, features Kevin Paylow. Kevin walks us through a simple workflow
Spotlight #8 - Automated actions in SLAs
The earlier SLAs trigger standard emails and escalate them to the manager or the admin when the set time is crossed. With automated actions in SLAs, you can configure user-defined actions, including tasks, field updates, executing functions, webhook etc.
Meetup Snippets 06 - Zoho One for Shipping Fresh Cookies to Corporate Clients
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The sixth snippet in this series, taken from our Minneapolis ZUG meetup April 2021, features Juan Ramirez. Juan, aka The Cookie Man, walks us through
Spotlight #2 - Overview on Zoho CRM's Portals
Hello everyone, In today's post, we will give you a brief overview on Zoho CRM's Portals. Portals serve as a gateway through which you can give your customers, vendors or partners an easy access to the CRM modules and some of the associated data like products, inventory, quotes and so on. Also, based on the accessibility permission the users can create, edit or view the data in these modules. Benefits of Portal Portals can be beneficial to your organization as well as the customers in many ways.
Zero in on your unattended records through time-tracking filters
Hello folks, It's that time of the week again, and here's another handy tip for you. You know advanced filters have plenty of benefits, and using them has always helped you get valuable sales information in double quick time. Here's another useful filter you can use, which will ensure that none of your leads are ignored. You're a sales manager who's relying on your team to give you a number of leads. While your sales reps work hard on generating and converting as many leads as they can, certain leads
Maximize Your Potential as a Sales Representative With Zoho CRM
Most of the sales representatives are not so fond of using a CRM solution. The reason behind this is that the sales representatives enter the data manually and spend multiple hours making reports. They also claim that CRM is not so user-friendly. The
Focus Group webinar: Integrating Zoho Desk with Zoho CRM
Seeing that a lot of our users use Zoho CRM hand in hand with other services to collectively run their business, we're introducing a new sector in our focus group webinar series, discussing useful Zoho CRM integrations to streamline your business operations.
Meetup Snippets 05 - Zoho One setup at Jack Laurie Group
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The fifth snippet in this series taken from Indianapolis ZUG meetup April 2021, features Brian Collins, Indianapolis ZUG Leader, walking us through
ZUG Virtual CRM Meetups across the UK - February 2022
Last year, we were beyond happy to see how the Zoho Community continued to grow, learned from, and helped each other through our virtual Zoho User Group meetups. We couldn't be prouder of our Users for taking the time out to come together and support
Automate Actions and Make Best Use of Your Time with Zoho CRM
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Accounts in map
Is there any way to see all accounts on a map? As it happens in the cell phone, they are all on the map
An Overview of Process Management in Zoho CRM
If you are running a company or are a part of one, you would know the importance of defining business process strategies that lead to success. Various business processes run simultaneously. Let’s take sales, for example. When we talk about sales and
Focus Group series: Widgets 101 - Create, test, and embed widgets
This Focus Group webinar series brings into focus, Widgets in Zoho CRM, Zoho Desk, and Zoho Projects. This series of webinars will enable you to build and implement widgets that integrate seamlessly with other internal and external applications. Widgets
Organize Emails According to Sales Priorities | Zoho CRM
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Use Zoho Mail Integration
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Community Digest - January 2022
Announcements Webinar alert - Register for the upcoming Focus Group webinar series on integrating Zoho Desk with Zoho CRM Checkout the recent feature additions in field update and date/time based triggers in Workflow Follow the UI-level improvements
ZUG Virtual CRM Meetups - January and February 2022
We'd like to thank you, Zoho Community, for coming together and braving 2021! Here's to a healthy and prosperous 2022! We are excited to kick-start this year by opening registrations for the Virtual ZUG Meetups for January and February 2022. Connect
Guide to Getting Started with Zoho CRM Features
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Zoho CRM: What You Get in Free Version?
For the small and startup organizations that can’t afford a significant investment, the fully-featured free version of the Zoho CRM offers all the vital functionalities that a small business needs. It includes every robust feature for sales and marketing,
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