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Automate your Sales Process with Zoho CRM

This guide by Zoho provides two useful learning exercises; a better understanding of the sales process and how to implement automation of it within your CRM.

You might have heard the old saying, “time is money.” This adage couldn’t be more true than in the fast-paced world of sales, where every won deal generates mroe business for the company. More deals mean more revenue, and sales reps have to be on top of their game every single day to make sure that happens.

Salespeople certainly don’t have it easy though.  They interact with hundreds of leads, contacts, and customers every day while also performing a host of regular activities and tasks.  This could range from following up with leads they met at a trade show, visiting those leads, showing them a product demo, prospecting with contacts, negotiating with them and finally closing deals.

Wouldn’t automating these reptitive task make y our job much easier and let you mantain your focus on closing more deals?

The following topics are covered:

  • Introduction
    • What can you automate in your sales process?
  • Automate Lead Generation
    • Lead generation from website
    • Lead generation from social media
  • Automate Lead Assignment
    • Assign leads through round-robin method
    • Assign leads by source
  • Automate Follow-Ups
    • Create workflow rules
    • Engage constantly with prospects
    • Follow-up promptly with leads
    • Automate records submission for approval
  • Automate a lot more with Functions
  • Streamline your Sales Process

Not finding what you are looking for in regards to Developer for Zoho CRM? Drop us a line and we would be happy to see what we can do to fill that gap!

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For more guides on Zoho CRM Click Here.

Are you looking to give Zoho CRM a try? Here is a free trial to see if it is a fit for your business.

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna


With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.