How would it be if you could navigate to a customer’s Twitter profile in a single click from your CRM account?
Or, how about Facebook profiles?
How much easier could selling get?
As a Zoho CRM User, you can now create custom links that help you use your customer data in an efficient manner. You might depend on other online Apps for information – like Zoho Support for tracking your Customer Support Requests. By defining custom links, you can navigate to the required service directly from your CRM account.
How’s this making selling easy? Well, take this case. Before talking to a prospect, it’s obvious that you’ll do your homework. You’ll gather information about the prospect from several sources – Social Media being the primary source. By taking the ‘Twitter’ field as the reference, you can create a custom link for the Contacts module. Then, all it takes is one click. You land on your prospect’s Twitter profile instantly. You save time spent on searching, and you can do what you are good at – selling!
This is just one of the many possibilities. Weather, Maps, Search… it’s all at the click of a button.
Construct your own links and do let me know how it worked for you. Add your comments right below.
– Sharanya R