Understanding the Importance of Multiple Deal Owners Why Multiple Owners Matter When I first dabbled in Zoho CRM, I noticed that having just one owner for deals could sometimes slow down our processes. Multiple owners mean that different team members can pick up the slack as needed, ensuring that no lead falls through the cracks. […]
Understanding Pick Lists in Zoho CRM What is a Pick List? When I first dove into Zoho CRM, the term “pick list” popped up, and I was curious! A pick list is pretty much a dropdown selection that you can create for various fields. Instead of free-text input, you offer a set list of options,
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 Zoho CRM Products What are Products in Zoho CRM? Products in Zoho CRM are essentially the items or services that your business sells. This could range from tangible products like gadgets to intangible services like consulting. When I first started using Zoho, I found the notion of categorizing products super helpful. It streamlined my
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
Understanding the CRM Structure What is CRM? Alright, so let’s start with the basics. CRM, or Customer Relationship Management, is all about how businesses interact with their customers. It’s like the brain of your sales strategy, helping you keep track of leads, deals, and all that good stuff. By organizing this information, a CRM system