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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