Sales Force Automation
Automation in Zoho CRM - Implementation
This video is a sequel to the previous video that explains the overalls of Automation. Watch this lesson to understand how to implement automation in Zoho CRM for lead nurturing.
Automation in Zoho CRM - An Overview
Automation is simply the process of programming a machine or a piece of software to do an action or a set of actions automatically. Watch this lecture to learn: Why you need automation for your business?
Working with Forecasts
Working with Forecasts Forecasts play a crucial part in the financial planning of your business. Sales forecasting is projecting the short-term and long-term sales performance of a company. Sales forecasts are an important measurement of your ...
Logging Calls
Logging Calls How Can I... Log a Current Call Log a Completed Call Schedule a Call Associate Calls with CRM records The Log a Call functionality helps you to register the inbound calls (received from leads and customers) and outbound calls (dialed ...
Working with Tasks & Events
Working with Tasks & Events How Can I... Create Tasks Create Events Create Recurring Activities Set Reminders Add Invitees Activities play an important role in daily business operations. Activities can be either time bound calendar events, such ...
Activities
Activities An important aspect in CRM is to keep track of all the tasks, meetings, calls, events, or activity records.You can neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post ...
Working with Deals
Working with Deals In any sales organization, opportunities (i.e. deals in Zoho CRM) are the most important records to generate the real revenue for the organization. In a typical B2B organization all deals have to undergo a complete sales cycle, ...
Working with Contacts
Contacts are people with whom you communicate, either in pursuit of a business opportunity or for personal reasons. In Business-to-Consumer (B2C) scenarios, contact is the most important information for acquiring customers, whereas in ...
Managing Accounts
Managing Accounts In a typical Business to Business (B2B) scenario, Account represents a Company or a Department within the company, with which your organization is currently doing business with or is planning to do business with in the future. An ...
Working with Leads
Leads are the details gathered about an individual or representatives of an organization. They play a very important role in an organization's Sales & Marketing department and are useful in identifying potential customers. Collecting leads and ...
Sales Force Automation
Zoho CRM provides your sales force, executives, and management with sophisticated sales management functions such as: lead generation & qualification, sales pipeline analysis, sales stage & probability analysis, competitor analysis, real-time sales ...