Create CRM records with forms that are crisp, easy to navigate, and allow you to guide your sales team with notes
Help your sales team capture customer information effectively and accurately with Wizards. Break down large record creation into a sequence of contextual forms that only show the fields that sales reps need to fill out. Guide your reps with instructions, and contextually move to relevant forms in a sequence based on the data that's been entered. Trigger automated actions during the record creation process or upon submission.
Ramya is a Customer Success Expert at Zoho who is keen in helping new prospective clients in getting introduced to Zoho CRM. She strongly believes that customers are the biggest assets of any company, hence takes meticulous efforts to ensure the happiness of the prospects through her informative webinars.