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How To

Zoho CRM

How To Pull Linkedin Contacts Into Zoho CRM

Posted on 7th January 20153rd May 2015 by Bill Quinn - Zoho UK Partner

Introducing Cloutex for Chrome. Cloutex is a free plugin for Google Chrome that allows you to pull data from your Linkedin account to your Zoho CRM Account. Simply login to your Linkedin account, find the contact and click the Red X beside their name. A pop up box is loaded with the captured details (depends[…]

Posted in How To, Zoho Tagged Zoho CRM
Zoho CRM

Lead Management in Zoho CRM

Posted on 13th August 20143rd May 2015 by Bill Quinn - Zoho UK Partner

A short 5 minute video on lead management within Zoho CRM. See how to bulk upload Leads from a spreadsheet. Learn about Workflow rules to automatically assign leads to a specific sales person.  

Posted in How To, Video, Zoho Tagged Zoho CRM
Zoho CRM

Following up on sales activities with Zoho CRM

Posted on 25th March 20143rd May 2015 by Bill Quinn - Zoho UK Partner

In this video (6 minutes 20), you will learn how to focus on your day to day Sales activities within Zoho CRM   Sales are typically focused on their Pipeline and Tasks. The customisable Home Tab can be used to pull data from the key modules to highlight the important data.   Learn how to[…]

Posted in How To, Video, Zoho Tagged Zoho CRM
Zoho CRM

How do you measure ROI on your Marketing?

Posted on 12th March 201426th August 2015 by Bill Quinn - Zoho UK Partner

How can you measure ROI? A successful marketing campaign will utilise many channels over a set period of time. Then a lead generated by a campaign needs to be nurtured before a sale is complete. How do you attribute costs associated with marketing to a sale? How do you demonstrate that a campaign was a[…]

Posted in Articles, How To, Zoho Tagged Zoho CRM
Zoho CRM

Following Up On Sales Activities With Zoho CRM – Video

Posted on 28th October 20132nd May 2015 by Bill Quinn - Zoho UK Partner

Ricky Thakrar, Manager of Sales Operations at Zoho Corporation, shows you how to manage your Sales Activities within Zoho CRM.  

Posted in How To, Video, Zoho Tagged Zoho CRM

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