5 Phone Pitch Strategies (+ Prompts) To Close More Calls
Like it or not, the phone pitch is still a large part of sales. Plenty of reps spend their days on the phone, pitching the same product day in, and day out. How do they keep from sounding robotic? By approaching each conversation as an attempt to gather secret tips for the most effective sales […]
5 CRM Mistakes That Make Your Life Harder
Your CRM should improve your life, not make things more difficult. Here are five mistakes that most users make, and reliable ways to avoid falling into that trap. Low-Quality Noise Data is the lifeblood of any CRM. It is far better to have less high-quality data than heaps of low-quality data. Low-quality information quickly becomes […]
How to integrate Zoho Sales IQ with Zoho CRM for new leads via Zoho Forms
Tip – Setting Up An Approval Process In Zoho CRM
Here is a quick tutorial on how to set up an Approval Process in Zoho CRM.
Tip – Creating and Linking a Custom Module in Zoho CRM
In this video, we will show you how to quickly and easily create a custom module and link it to another module.
Tip – Automatically Update Fields In Accounts and Contacts Based On A Opportunity Stage
This video will show you how to update fields in your Accounts and Contacts that are associated with an opportunity based on updating the opportunity stage:
Tip – How To Auto Create A Task When Another Task is Completed
Here is a quick video that shows you how to make a task fire off after you have completed another task.
How to Create a Timer for your Tasks in Zoho CRM
Here is a quick video tutorial on how to create a timer for your tasks in Zoho CRM.
Adding Zoho Forms to Your WordPress Site
Zoho Forms is a versatile tool. It has a very easy drag-and-drop interface that makes it simple to build out a very complicated form. It also has deep integration with many Zoho Applications such as CRM and Desk. If you use Word Press for your website, you will find that it has a great extension […]
Zoho CRM and Ringcentral
One of the ways that we make it easy for your employees to use Zoho CRM is by enabling integration with RingCentral. This will enable the automatic logging of all calls in your CRM. Once you have enabled RingCentral in Zoho CRM and logged in to your RingCentral account in Zoho CRM as well as […]
