Understand Your Business Needs Identify Key Pain Points When I first started working with CRM systems, I realized that successfully adopting one starts with really understanding what your business needs. A good practice is to sit down with your team and brainstorm the key challenges you’re facing—what’s causing delays in sales? Where is the customer […]
1. Understanding the Basics of Zoho CRM What is Zoho CRM? First things first, let’s break down what Zoho CRM actually is. From my perspective, it’s like the central hub for managing customer relationships and sales processes. It’s packed with features to help businesses of all sizes streamline their customer interactions. You can track leads,
1. Understanding Your CRM System Get to Know the Features Diving into the world of CRM can feel overwhelming at first, and believe me, I’ve been there. The first thing I did was familiarize myself with all the features at my disposal. Most CRMs come equipped with a plethora of tools like contact management, sales