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 Your Businesses Define Each Business Clearly When managing multiple businesses, the first step I took was to clearly define each one. It’s crucial to understand the goals, target audience, and unique selling points of all of my ventures. This clarity helps me differentiate between the businesses and manage them efficiently. I created a comprehensive
Set Up Separate Organizations Why Separate Organizations Matter One of the most crucial steps in keeping an eye on multiple businesses in Zoho CRM is to set up separate organizations for each one. This ensures that data remains organized and distinct. From my personal experience, when I first started juggling multiple companies, mixing data was
Understand Your Audience Identify Different Customer Types When I first started using a shared CRM with multiple companies, one of the biggest learnings was the importance of understanding the diverse customer types that each entity serves. Some companies cater to corporate clients, while others may focus on individual consumers. It’s crucial to take a step