5 KPIs Your CRM Should Be Tracking
Key performance indicators (KPIs) are a critical part of managing a team. In sales and marketing, KPIs determine bonuses and guide performance reviews. These KPIs are supposed to be proxies for success in your job: if you’re a salesperson, the more you sell, the better you’re doing. Unless, of course, your massive sales aren’t making […]
Tip – Autofill Custom Module Record Names
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.
