10 New Year’s resolutions for your 2020 sales and marketing goals

We recommend these 10 resolutions for achieving your 2020 sales and marketing goals—and some great extensions to help you get there.

Prospect like a pro

Become more efficient at discovering potential new leads and prospects, and save time with these extensions.

AeroLeads LeadsBridge UpLead

Say "No" to manual call logging, forever

Make and record calls directly within Zoho CRM with easy click-to-dial functionality, and log them automatically.

Phone.com RingCentral Twilio

Automate, automate, automate

Automate manual data entry, repetitive tasks, workflows, and lead assignment to make time for the work that really matters.

Advanced Round Robin Zoho Flow FunnelFLARE

Have more fun crushing quotas. Gamify your sales performance.

Use sales gamification tools to create a motivated, high-performing team that rakes in ROI.

Plecto Zoho Motivator

Keep your CRM data squeaky clean

Invalid emails, wrong phone numbers, wrong formatting—avoid these messy mistakes with data management tools.

Address Cleaner Phone Checker Zero bounce

Take the guesswork out of selling to maximize revenue

Maximize revenue by identifying improvements within your pipeline and uncovering insights to fight customer churn with these tools.

ChurnZero Kanban Board MoData

Drive sales with surveys and forms

Drive conversions with pre-sale and lead qualification surveys ahead of discovery meetings and demo sessions. Send surveys from Zoho CRM, and automatically update response data in Zoho CRM.

JotForm SurveyMonkey Typeform

Get better at personalization

Maximize conversions by creating a personalized sales follow-up for each prospect. Generate helpful data that you can then use to engage, qualify, and convert leads into happy customers.

Klenty Outgrow Paperflite

Stay on top of all your meetings

Manage your meetings from within Zoho CRM by integrating your meeting applications and meeting schedulers with Zoho CRM.

Acuity Scheduling Calendly Online Meetings

Create documents, contracts, and proposals on the fly

Close deals faster with automated document creation so your sales team can easily send out professional-looking contracts and proposals in a few clicks.

Formstack iQuoteXpress PandaDoc


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