“Anything that you do more than twice has to be automated.”
-Adam Stone, CEO, D-Tools
Our daily work pattern will have certain activities that we repeat on and off. And when I say ‘on and off’, it means several times that span the entire workday. Take this typical cold calling scenario, for example:
- You, as a sales rep, have a list of leads that you call on a daily basis.
- Now, every time a lead accepts your proposal, you send a ‘Thank you’ email to the person.
- You also update the ‘Status’ field in the lead’s details page to ‘Contacted’.
- And finally, create a follow-up task – To call this person after 10 days. The task reminder will let you know about this on the 10th day after the first call.
Now back to what Adam said: The activity of sending an email, updating the field and creating a task is something you do several times in a day. If this was automated, think of the time you’d save! Enter Zoho CRM Macros.
Zoho CRM Macros support Email,Tasks and Field Updates. So, by creating a macro for the cold calling scenario above, all you have to do is to select the contact, and then run the macro. Your work is done and you can focus more on Prospecting.
How do you create Macros? Here’s an Online Guide to help you.
– Sharanya R