Zoho CRM Tips
Make sure that you do not miss out on any valuable prospect from social media anymore. Automate the generation of leads from Twitter and Facebook by setting up Social Automation Rules.
While creating an event, you have an option to repeat the event daily, weekly, monthly etc. Here is a tip to stop these recurring events that were created by mistake.
Do not forget about the leads that did not yield a positive response the first time you contacted them. Get notified automatically whenever you have idle leads in CRM and take necessary actions.
Maintain a Style Sheet and use simple rules on whether it should be USA, US, United States of America to have a clean CRM database.
Check the usage of your email templates in various features such as workflow rules, web forms, mass email schedules, etc.
Use a combination of criteria in advance filters and discover significant sales insights instantly.
Do not miss out on something important and automatically receive updates on the records that matter to you with Feed’s auto-follow rules.
Customize the Deal Stage pick-list values in your Zoho CRM account based on your sales process.
Customize the search results layout to display a set of columns that you prefer.
Use 'Best time to Contact' suggestions by Zia, and know the right time to reach your contacts through call or email.
A cluttered home page could leave you lost in a busy schedule affecting your productivity. Here is a tip on how you can maintain a clean and clutter-free Zoho CRM Home page, for yourself and your team.
Tips on how you can use custom reports in the best possible ways with some sample scenarios.
Email address, passport numbers, Social Security Numbers are unique for each person. Create such unique fields and avoid duplicate records in Zoho CRM.
When you mark fields as unique in CRM, enable the option to check duplicates in the leads that are already converted.
If you have two layouts under the Leads module, say Residential leads and Commercial leads, while converting them, make sure that they are mapped to the same Residential/Commercial layouts of Contacts and Accounts. Set up lead conversion mapping based on page layouts to address this requirement.
In sales, there is never enough time for you to follow-up with all the new leads. Use Lead Scores to prioritize your Lead follow-up and manage your time effectively.
Create dependancies between fields where there will be a parent or controlling picklist field and a child or dependant picklist field. The parent field would control the values that needs to be populated in the child field.
Use the smaller but very useful time saving options in module customization that you may not have noticed and which could make your job much easier.
Do you use multiple layouts? Create separate workflow rules for the same module but specifying a different layout to address the requirements for each process.
Reorder and organize related lists to view the most important and relevant ones on top for easy access.
Hide events that have ended and events that you have declined and use calendar views to keep your calendar clutter-free.
In the existing records find duplicates based on company’s name, email address, phone number and merge them into one record.
For sales reps who are always on the move trying to visit as many clients as possible in a day, they can check-in and geo-tag their visits right away from the Zoho CRM mobile app.
Create many-to-many association between two modules in Zoho CRM with the help of the multi-select lookup field.
The website visitors' information inside Zoho CRM increases your chances of reaching your leads and your conversion. Here is a tip to use advanced filters to identify visitors.