Understanding Zoho Surveys What are Zoho Surveys? If you’re not familiar with Zoho Surveys, let me backtrack a bit. Zoho Surveys is a fantastic way to engage with your customers, collect feedback, or even conduct research. It’s straightforward and user-friendly, allowing you to create surveys that can really help you gain insights into your audience […]
Understanding Your Contacts and Leads What’s the Difference? When diving into the world of Zoho CRM, it’s crucial to grasp the difference between a contact and a lead. Simply put, leads are potential sales, while contacts are existing relationships. In my experience, I’ve found that keeping this distinction clear helps streamline your sales efforts. Contacts
Understanding Agile CRM’s Functionality What is Agile CRM? Agile CRM is a robust customer relationship management tool designed to help businesses manage their interactions with current and potential customers. It’s a powerful platform that allows you to track leads, automate marketing tasks, and even analyze your sales pipeline. From my experience, diving into Agile CRM
Understanding Your Contacts Identifying Potential Leads When starting out in Zoho CRM, I always recommend getting to know your contacts like they’re more than just names on a list. This means analyzing their behavior and engagement. Check out their past interactions—like emails opened, downloads made, or any other engagement. This data is pure gold when
Accessing the Contact Record Getting Started with Zoho CRM Opening Zoho CRM is like stepping into your well-organized virtual office. You’ll want to cozy up to either your desktop or mobile app. Once you’re in, it’s your playground! So, let’s get rolling by navigating to the Contacts module. You can find it either in the
Understanding Zoho CRM’s Structure What is Zoho CRM? First things first, let me explain what Zoho CRM is. It’s an integrated platform where businesses manage their customer relationships, sales, and marketing activities. You can track leads, deals, and of course, all your contacts! If you’ve not used it before, think of it as a digital