Zoho CRM
Tips on Email Templates
Background color Selecting a template from the gallery can save you time but if at all you want to send a simple email that does not look like an automated email, then here is a tip. The basic templates comes with a grey background. So when you send ...
Multiple record association in Zoho CRM
When you manage your sales data in CRM, there is often a need to link two modules. For instance, when you click on an account, you can see the contacts associated with it. As you may already know, this is achieved with the help of a Lookup field ...
Run duplication check across converted leads
When you mark fields as unique in CRM, you can enable duplication check within Converted Leads as well. Consider a scenario. A sales rep in your organization has just followed up with a bunch of leads obtained from a recent tradeshow and converted ...
Some time saving tricks in Zoho CRM
Frustrated about doing the same operation on multiple records over and over again? The Mass functions in Zoho CRM come to your rescue, letting you filter a bunch of records using a criteria to transfer, delete or convert all of them or even update ...
Zoho CRM: Get notified automatically whenever you have idle leads in CRM
You depend on leads to grow your business. As you follow up with a new bunch of new leads regularly, you often forget about the ones that did not yield a positive response the first time you contacted them. Over a period of time you tend to ...
Zoho CRM: Use Check-in to geo-tag your client visits instantly
Done with your client visit? Yay! But wait, here comes your next bit of boring yet important things that you do: Call your sales manager and inform him/her that you are done with the meeting. Create/update the event in your Zoho CRM and associate it ...
Zoho CRM: Keep Zoho CRM Home Page Clutter-free
The home page of Zoho CRM is very crucial for most of us. It is where you organize your day's work - your way! A cluttered home page could leave you lost in a busy schedule affecting your productivity. And the same holds true for anyone who uses Zoho ...
Zoho CRM: Add new prospects from call popups
If you've integrated your telephone provider in your Zoho CRM account, the calls that you make or receive inside Zoho CRM would have contextual business information. That way, you'd know details of any lead or contact who's calling you, before ...
Zoho CRM: How to Work Efficiently with Calendar
For every busy sales professional or business owner, calendar management is mission critical. A single missed appointment could break a deal that you worked so hard on. Given that your calendar is so full of appointments already, let's look at some ...
Zoho CRM: Run Macros to Save Time on Routine Tasks
As sales reps, you meet customers every day. And after every visit, you do a set of actions in your CRM account like: You send an email to your customer to thank them for their time. You update the lead status as contacted. You also create a task to ...
Zoho CRM: Automatically receive updates
With a huge database of records, there is a big chance that you might miss something important. It could be anything: A big deal that could seal your monthly target and requires every bit of your attention. A tough prospect who makes it nearly ...
Zoho CRM: recurring event
While creating an event, you have an option to repeat the event daily, weekly, monthly etc. When you choose to repeat an event, you must also select when you want the repetition to end. Many a time, it so happens that we overlook this section and go ...
Zoho CRM: Tag records
We all love Instagram. It makes sharing your best moments with friends and family so simple. All you need to do is upload your photo, add tags and share. Whenever you want to look back at the pictures, of say this year's Christmas, all you need to do ...
Zoho CRM: Automate submission of records for approval
If you have sensitive data such as discount for deals, or annual revenue, you may need one or more managers to look at these details before the record can be processed further. In such a case, you can automate the process of submitting a record for ...
Zoho CRM: using Kanban view
You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without ...
Zoho CRM: Associating Emails with Deals
Do you have multiple deals associated to your contacts in Zoho CRM? Are you struggling to find deal specific emails, with all the emails associated with a contact listed together? If yes, then this tip is totally for you! You can associate emails ...
Zoho CRM: Keep your data secure
You deal with a lot of sensitive information about your business and customers everyday. This information can't afford to go into the wrong hands and compromise data privacy. Your CRM data should be accessible only for people who work on it, and not ...
Zoho CRM: Scoring rules
If you are already using scoring rules to score leads and prioritize them, chances are more that you give top priority to the leads with good scores. Leads with less scores get the least attention. But what if some of these leads that you thought ...
Zoho CRM: Customize your Kanban view
You will mostly be using the Kanban view to see all your records according to their stages in the sales pipeline, and this happens by default. But did you know that you can also create your own view for any module based on how you want to categorize ...
Zoho CRM: Collaborate with small, focused groups
Not all information that you have needs to be shared with everyone in the organization. A lot of your content and information will only be relevant to a specific group of people. If you focus your communication within this closed group, collaborating ...
Zoho CRM: On Email Scheduling
Sending and following up on emails is an important part of all our jobs, however each one of us prefers to do it at a different time of the day. While some people check and respond to emails as soon as they get to work, some keep it for after lunch ...
Zoho CRM: Zero in on your unattended records through time-tracking filters
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 might still go unnoticed. Say, for instance, a sales rep attempts ...
Zoho CRM: Make the most of your list view
You spend a lot of time everyday on the list view of your leads, contacts, accounts and deals modules. Here are some handy tips through which you can make the best use of your list views, by creating and modifying custom views, and sorting your ...
Auto update Account information across CRM
Take a case of leads captured through web-forms. Most leads don't fill out the entire form. Once the lead is prospected, you go on to create relevant records in contact and accounts module. Now that you qualified the leads, you don't want to miss out ...