CRM Help

Zoho CRM eBooks

Email + Zoho CRM for Your Business

Excerpt
Can anyone deny the fact that email is still an important medium in business communication? It is a difficult task at work, if your emails are in one place and your customer records in another.The communication that you have with your customers needs to be kept for the record.

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5 Ways to Maintain Clean CRM Data

Excerpt
Inaccurate or incomplete CRM data often hamper sales & marketing performance. Many of your contacts would have changed their phone number, email address etc., leading to an accumulation of redundant and incomplete data in your CRM account. So how are you going to maintain clean CRM data?

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9 Nifty Tips to Optimize Web Forms

Excerpt
You could start a campaign, advertise, participate in trade shows, or conduct webinars. All this to get people interested in your product, just enough to persuade them to know more about it! You can take these efforts a step further by using a good web form builder...

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Gain Insight into Sales with 3 Type of Reports

Excerpt
While you are busy calculating and assigning the sales target for your team, it is always helpful to go back and analyze what brought more deals to a closure. You pull a variety of reports with the required filters to get the information that you need. But do these reports provide insights...

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Decision Guide for Territory Management

Excerpt
Territory Management is a system by which customer accounts are grouped based on a defined set of criteria. Territory management need not be a requirement for every organization. You need to decide on the usage of territories for your organization’s sales structure and data-sharing model.

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Custom Apps - A Beginner's Guide

Excerpt
CRM manages all your business data in one place, like no other tool. But there are those minor, yet important tasks that you could get off your back by stretching your CRM a bit. What CRM needs, is a shot in the arm; custom apps that bridge gaps. These custom applications extend the capabilities of CRM, while managing to keep it in one piece.

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CRM Tips

Excerpt
A compilation of the individual ebooks on tips to maintain a clean and accurate CRM database, tips on optimizing your web form for lead generation and details on the CRM reports that help you gain more insight into sales.

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