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
Creating Custom Fields in Zoho CRM to Capture Unique Customer Data
You can expand your records’ capability by creating custom fields in Zoho CRM. With the addition of custom fields, you can track any data you’d like, whether or not Zoho thought to include a spot for it. Also, you can execute advanced functionality, like formula calculations, but for now, we’ll focus on the process behind […]
CRM Basics: Your First Steps With a New CRM
You might see a CRM as a super-powered contact list, but it’s more than just that. It’s also a notes app, a calendar, a funnel tracker, a marketing planner, an email delivery system, a project planner, a to-do list, and so much more. If it sounds like a lot, it can be. Fortunately, the whole […]
Zoho CRM Sub-form Integration to Create Custom Module Records – Implementation
In this video we show how to integrate Forms via a webhook to be able to write a subform into a custom module inside Zoho CRM. Here are some key points from the video: CRM hierarchy with Accounts (ex: Restaurant Groups) and Establishments (ex: Restaurant Locations) Zoho Form created with subform to capture multiple Establishments […]
Scheduling Appointments With Zoho Bookings and Zoho CRM
How much time do you spend emailing back and forth about scheduling? Like trying to spell a word over a crackly phone connection, plenty gets lost in communication. Don’t despair, there is a better way! Use Zoho Bookings and let your clients schedule their own appointments through a link in your email signature. You’ll be notified […]
Capturing User Intent with Zoho CRM
User intent is all about understanding a user’s goals based on their actions. You can easily see a user’s actions on your website: it’s not always so easy to divine their intentions. However, you can make an excellent guess at their goal with only information about their browsing behavior on your own website. Capturing User […]
