What’s an SMB?

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Do you run a small or medium-sized business?  Not sure what a CRM is or if your business needs one?  Don’t worry you’re in luck.  This guide by Zoho covers all of these questions and more!

Signals in Zoho CRM provide real-time notifications of all touch points from your leads, contacts, or potential customers. You can keep track of all the customer interactions across various channels and follow-up with them from one central place, your Zoho CRM account. Signals improve timely communication and enable you to follow-up with your leads and contacts, and close deals quickly.

Here is the table of contents for this guide:

    • What’s an SMB?
    • What is a CRM?
    • Why do SMBs need a CRM?
    • How to choose the best CRM for your business
      • Cloud versus on-premise CRM pricing models
    • CRM buying guide checklist?
    • How to get the most from your CRM
    • How can CRM make your business smarter?
    • Automate your day using workflows
      • Blueprint
      • Zia: AI-powered sales assistant
    • Go multichannel and grow your SMB
    • Conclusion
    • Highlights of Zoho CRM

Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to see what we can do to fill that gap!

For more guides on Zoho CRM Click Here.

Are you looking to give Zoho CRM a try? Here is a free trial to see if it is a fit for your business.

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Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

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With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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