Understanding the Basics of Zoho CRM Products Module What is the Products Module? So, let’s kick things off by talking about what the Products Module actually is. Basically, it’s a feature in Zoho CRM that allows you to manage your product inventory and pricing, making your sales process more streamlined. I remember when I first […]
Understanding Account Based Marketing What is Account Based Marketing? Account Based Marketing (ABM) is where you treat individual accounts as their own market. This means crafting personalized campaigns, tailored messaging, and targeted approaches for specific clients or groups of clients, rather than a broad brush stroke for everyone. Coming into this, I used to think
Understanding Zoho CRM and Trello What is Zoho CRM? So, let’s kick things off by diving into what Zoho CRM actually is. From my experience, it’s a powerful Customer Relationship Management tool designed for businesses of all sizes. It helps you automate your sales processes, manage your contacts and leads, and keep track of your
Understanding the Basics of Zoho CRM What is Zoho CRM? When I first heard about Zoho CRM, I was a bit overwhelmed. It sounded so techy! But really, at its core, Zoho CRM is just a tool designed to manage customer relationships and streamline your sales process. It’s a one-stop-shop that helps you track leads,
Getting Started with Zoho CRM Creating Your Account Alright, so first things first, you need to create your Zoho CRM account. It’s a breeze! Just hop onto the Zoho CRM website, and you’ll see an option to sign up. Fill in your basic details like your email, name, and create a password. Remember, choose a
1. Managing Customer Relationships Understanding Customer Needs When it comes to managing customer relationships, I’ve found that the first step is really understanding what your customers need. Zoho CRM offers various tools to help you collect valuable information through feedback forms and surveys. By utilizing these tools, we can tailor our services to meet those
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,
Getting Started with Zoho CRM Setting Up Your Account Alright, so you want to dive into using Zoho CRM as a realtor? First things first, you gotta set up your account. It’s pretty simple, just head over to the Zoho website, choose the CRM option, and click on “Sign Up.” I recommend using an email