Tejas Gadhia presents at Zoholics on workflows and custom functions within Zoho CRM. Workflows are a way of placing automation into Zoho CRM, complete a specified set of actions when certain criteria are met. Custom Functions uses Zoho’s scripting language (DELUGE) to trigger a series of specific actions. One example is that when a Lead[…]
Web forms is a way of capturing visitors from your website directly into Zoho CRM, either as a Lead or Contact. This video from Zoholics 2015 shares some best practice advice with Web Forms in Zoho CRM. This video will demonstrate how easy it is to create a Web Form in Zoho CRM, and subsequently[…]
Zoho have launched the ability to automatically convert a Lead in Zoho CRM When you are working in Zoho CRM, the first point of contact that a potential customer has with you is as a Lead. From here you either need to Qualify them out (Junk Lead, Not Qualified, Unable to do business) or Qualify[…]
In this presentation from Zoholics USA 2015, Mandy Cagle talks about how to maintain clean and accurate data in Zoho CRM. Amongst the subjects covered are: How to maintain complete data Avoid duplicates Maintain a style sheet Proper Data sharing
Ricky Thakrar from Zoho presents on Sales tracking at Forecasts at Zoholics USA, 2015. During the presentation he discusses the difference needs and trends of B2B and B2C.
Dilip Nagarajan, Product Manager for Zoho CRM presents at Zoholics 2015 – Reporting in Zoho CRM. Running reports and understanding how to filter out the data so you only get what you want is necessary if you want to gain an accurate understanding of how your sales team is performing. You need to know what[…]
Ricky Thakrar resents at Zoholics USA, 2015 some ideas on how to customise Zoho CRM for your business. Your business is unique, one size does not fit all. To obtain the maximum return on investment from Zoho CRM you need to tune it to your business requirements. Some suggestions Ricky makes for you to consider[…]
Deluge (Data Enriched Language for the Universal Grid Environment), is an online scripting language which is integrated within Zoho Creator and Zoho CRM Custom Functions. This video from Zoholics 2015, builds on the Introduction to Deluge to give you a deeper understanding.
We couldn’t resist taking this picture this week as it demonstrates how some customers manage probably the most important contribution to their business – Leads. Leads can be defined as an expression of interest in your business, they are what drives new business and they grow the business. This particular customer had a simple[…]
Customer Challenge The Zoho CRM customer that FlexableIT was working with was a B2C customer in the financial services market. They effectively have a two step sales process: Outbound dialling to identify potential customers for the product. Once identified documentation is sent to the customer for signature. This effectively was the first sale. The second[…]