Last month, we released features such as Territory Management, Custom Modules, Custom Functions, Social tab and Integration with Zoho Campaigns. Now, we’ve added the new Do-It-Yourself (DIY) web forms, Round Robin style assignment rule and the long awaited integration with Zoho Calendar to our new features list.
Here’s a summary of the features:
Create web forms without writing a single line of code
Web forms are a great way to get prospects into Zoho CRM. But, you don’t have to be an expert in programming to create web forms for your website. With the new What-You-See-Is-What-You-Get (WYSIWYG) editor, you can create web forms in a minute! Just drag and drop the required fields in the form, set field alignment, mark fields as mandatory and much more. You also have options to upload fields and captcha to make your form spam-proof. Wrap it up by assigning lead ownership, enable notifications and approvals to ensure your Zoho CRM is clutter-free.
It’s even easy to host the forms live using the ready-to-use code formats. You can also deploy these forms in sites you’ve built using Zoho Sites, WordPress, Facebook, Google Sites and Joomla. Now that’s so much easier than before, right?
Distribute leads equally using Round Robin
So you’ve the leads from web forms into Zoho CRM. What’s next, you’d set assignment rules to distribute the leads to a sales rep. But what if you want the leads to be distributed evenly among your sales reps? Now you can distribute leads to different sales reps in round robin style. Round Robin is one of the most efficient queuing algorithm that helps distribute leads evenly by assigning leads to the successive sales rep in rotation. All you need to do is, just select the sales reps and add them to the round robin list, and your leads get automatically distributed to them.
Do you use Zoho Calendar extensively to schedule meetings and appointments with your prospects? You can now synchronize the events between Zoho CRM’s calendar and Zoho Calendar. When you head over to Zoho Calendar, you’ll now be able to see – in addition to the events created there – your Zoho CRM’s calendar of events. So, you can use both the Calendars together without the confusion or doubt of which Calendar has which event. What’s more, through Zoho Calendar’s sync functionality on your mobile phones you can track CRM events while on the go!
We hope you’re excited about these two much-needed enhancements as we are. Do try them out – its available to all subscribers – and share your experiences in the comments below.