A quick and easy way to complete activities individually or in mass can be created by adding the Closed checkbox field to the Open Activities related list. The checklist will display on each activity in the list. When you check the box, the activity will automatically be marked as closed. The activity will then move into the Activity History related list. You can check one or more activities at a time. Read More
The Email Log files are a great way to monitor messages sent from Salesforce and when testing new templates. The log file will include the status of the email as well as date, UserID, recipient, and sender.
The file can retrieve up to the last 30 days of activity and will be available within 30 minutes of requesting it. It is delivered via email in .csv format and can span multiple files if there are large amounts of messages sent. Read More
Did you just become a subscriber to various Zoho products? Are you having a hard time convincing your team to use them? It’s important to focus on these three things.
Divide
Many sales teams can be divided into three different groups. About 20 percent will be power users; these will be the people that understand Zoho products and love them. The second group, which may be about 60 percent of your team, will understand enough, but can still benefit from some Zoho training. The final 20 percent may not want any part of the CRM system and will need a great deal of convincing and training, which is the group you’re going to need to focus on the most.
The CRM systems of today, like Zoho, make accounting integrations simple and seamless if that’s a feature you want to take advantage of. However, Zoho accounting integrations can also be confusing at times. In this blog, we debunk some common myths when it comes to Zoho accounting integrations.
Myth #1: Zoho accounting integrations are simple
Fact: This will depend on various factors, such as whether something is pre-built or if you’re new to Zoho. You may need the help of a programmer or you may need to use export/import tools. Moving forward, it will need to be supported, because databases, software, and the environment will change. In some cases, it may be simple enough to integrate your accounting system if you receive the right training beforehand and during the process.
If you’re using Zoho CRM for marketing and sales, you may also be wondering how to use Zoho CRM in other ways. One great way to use Zoho CRM is to improve your customer service, and if you aren’t using your CRM system for that already, you’re definitely missing out. After all, this is a big part of what Zoho CRM provides, and keeping current customers satisfied is the best way to increase profits. To do this, it’s crucial to depend on the following customer service metrics:
Open issues
It’s critical to know about any current problems, even if nobody likes hearing about them. They can’t be ignored. Instead of pretending that the problems don’t exist, it’s important to seek them out. It’s simple to track open issues with Zoho CRM, and from this, you can generate a report.
One of the most effective ways to get your group using the company’s Zoho database is to use it to generate reports. In the end, a CRM system is nothing more than a good database with detailed information about your customers, prospects, partners and community. Like any database, it will provide important information to help you run your business. If you’re getting a few good reports out of your Zoho database on a consistent basis, then you will find yourself relying on the system more and more, and demanding better and more relevant information from your team.
Of all the reports, the most important one is the pipeline report. It should be the very first report you use as part of your Zoho database and you should be looking at this information frequently—weekly, if not daily. So, what kind of information is important to have on your pipeline report? You must include these ten things:
Are you thinking about investing in a CRM system, such as Zoho? Are you already using Zoho, but not quite sure where to begin? The following are five Zoho features that most Zoho users take advantage of, so if you aren’t already using some of these key features, there’s no better time than now to start.
Shared history and notes
From emails to phone calls to meetings, people throughout your team are constantly taking notes and documenting details of important events. Keeping track of these notes can be difficult, but with a CRM system like Zoho, users have the option of sharing history and notes. This way, it’s easy to retrieve specific details of a phone call or meeting from several months ago.
As a wise entrepreneur, you’re always looking for opportunities to increase profits. Whenever you spend money in order to make more money, it’s an investment, and an investment can be a risk. As a business owner, your main goal is to minimize that risk as much as possible by calculating your return on that investment. Business owners may take a while to consider the advantages of investing in CRM database systems, but don’t always know the best way to calculate their ROI.
Start with some simple math
Let’s assume you’re going to splurge on whatever CRM database system you choose and get the best option available for several users. Let’s say, for instance, it costs you $1,000 annually, and you’re looking at your ROI over the next five years, or $5,000.
Many sales managers these days get a lot from using Zoho CRM, but alas, there are also many who do not. In order to succeed with Zoho CRM and allow it to help you run your business more efficiently, it’s crucial to get useful data out of it. This is done through Zoho CRM reports. The following are five Zoho CRM reports every sales manager should be using:
The Sales Activity Report
Sales managers spend a lot of their time supervising others, and may spend more time concentrating on those salespersons who are not performing well. This Zoho CRM report will usually show what each salesperson was doing the previous week and what their upcoming plans are. This can allow sales managers to see what exactly their underperforming staff members are up to, including who they’re scheduled to meet with and who they’ll be calling. This gives the sales manager a good opportunity for offering advice and providing other feedback beforehand.
You may be getting a lot of use out of Zoho CRM, but are you truly using it to its fullest potential? Those users who are really maximizing the value of their investment are using Zoho workflow features.
By learning how to set up workflows in Zoho, you can have it run at its most productive level. This can automate certain tasks and guarantee that these things are always being completed, regardless of whether you forget to do them yourself. They are essential to getting the most out of Zoho CRM and ensuring your business is running as efficiently as possible. If you are ready to set up workflows, but not sure where to begin, these are the top three we recommend that users start with:
