Building Custom Zoho CRM Links That Quickly Check Your Prospect’s Web Footprint
You can create custom Zoho CRM links that incorporate data from CRM records. For example, you might create a link that automatically searches Facebook for a lead’s information by automatically plugging their first and last name into a generated link. When opened in a browser, this link will instantly perform a search on Facebook’s website […]
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 […]
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 […]
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 […]
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 […]
5 Things You Didn’t Know You Could Do With Your CRM
Your CRM is more powerful than you realize. You know you can track prospects, log customer touches, send mass emails, track communication, and empower collaboration between teams. Not to mention, there’s even more that your CRM can accomplish! Here are five things you can do with your CRM that you’ll wish you knew about before. […]
The Hidden Value of Automated Follow-up Emails
Following up on emails is tedious. The email pros at Yesware have discovered that over 70% of their users’ sales conversations stop after a single unanswered message. Although, only 30% of people who would eventually respond actually responded after the first message. As rude as it might feel, polite badgering is the single best way […]
Integrating Your CRM With Multichannel Communications
Today’s media landscape is immense and variable. The great explosion of the internet age has been in content and communication channels. Business doesn’t just communicate with customers over channels they control. Users want to find your brand wherever they are the most comfortable looking for it. If that’s Twitter, YouTube, or your website, you’d better […]
