How to Customize your Zoho CRM Home Page
This video was taken from the CRM Zen Show Episode 86 and is a quick demostration on how to customize your Zoho CRM Home Page.
Application of the Week – LinkMatch
From Episode 85 of the CRM Zen Show, Brett revisits this App as it still proves to be a handy tool. With a click of button import all future or existing prospects information directly to your CRM from their LinkedIn account. We hope you find this video useful on how LinkMatch works with Zoho CRM. […]
Say NO To Duplicate Records
Tracking Web Conversions on Zoho CRM
It might not be obvious at first, but good customer service is largely about information, such as tracking web conversions. When your customer service team has the information they need, they can provide useful, meaningful customer service to your clients. Ideally, your customer service representatives would have access to the entire CRM record for a […]
Zoho CRM Automated Deals to Track Subscription Revenue Implementation – 2020
This week’s implementation is brought to you by the CRM Zen show featuring Brett Martin & Tyler Colt. Tyler shares this week a Zenatta Internal implementation applied to our own CRM. We needed a way to track revenue through a subscription service inside the deal module inside our CRM. Here are some keynotes from the video […]
The Role of Your CRM in Customer Service and Support
CRMs aren’t just for sales and marketing. A good CRM should track everything you know about your customers. From their address and billing information to their last purchase and support ticket. With all this information centralized and organized, your teams can find the information they need quickly and efficiently without getting lost or accidentally finding […]
Assigning Leads to Salespeople Fairly With Zoho CRM Automation
Assigning leads can be a tricky political business. How do you distribute leads fairly so that everyone has the same opportunity to thrive and make money without showing favoritism or giving valuable leads to poor performers? Most organizations settle on a random or semi-random method to avoid any appearance of preference or punishment. Absent any […]
Using Deals and Quotes to Close Sales and Impress Clients
A formal quote is professional and attractive to clients. When they receive a well-organized and cleanly presented estimate, that tells them your organization is trustworthy and reliable. Email quotes or handwritten quotes aren’t nearly as useful for building confidence, and they will reduce the number of closings you’re able to accomplish when holding other factors […]
Connecting Your VoIP Telephony With Zoho CRM
Connecting your Zoho CRM to your phone system might be one of the best decisions you can make. If you do substantial business over the phone, like most companies, you need these features. Learn how to connect your telephony provider to Zoho CRM for robust analytics and improved phone call ROI. Each VoIP and PBX […]
Dynamic Documents from Zoho CRM sent via Phaxio (Faxing Documents) – Implementation
