Understanding the Sales Cycle for Your CRM
Customer relationship management systems are digital platforms that help to organize and optimize sales activities in ways that lead to higher close rates, more revenue, and increased customer loyalty. Even the most detail-oriented professionals cannot hope to keep track of hundreds of accounts on their own. In the past, professionals would attempt to manage accounts […]
5 Tips To Building a Perfect Opportunity Pipeline
At Zenatta Consulting, we are well versed in the perils and pitfalls that await companies trying to grow to new heights. We provide sought-after expertise that helps our small business clients expand. The most critical aspect of such growth involves their sales pipeline. If your sales are slowing or you simply want them to grow […]
Zoho One – 10 Reasons to Upgrade
While many Zoho users work with a few Zoho applications, more are seeing the benefits of embracing the full Zoho package with Zoho One. This suite of business software contains over 40 powerful applications that can help with every aspect of the business world. Learn how this software package gives businesses of every size a […]
Generate Quality Leads for Zoho CRM with Google Ads
When running any kind of business, among the most important component in long-term success is the implementation of a strong marketing campaign. The core facet of any marketing campaign is SEO & PPC advertising. This form of advertising allows the marketer to pay only when someone clicks on the ad they’ve placed on a […]
Webhooks: Develop Complex Automated Workflows Quickly with Third-Party APIs
Zoho Webhooks are a tool you can use for sending data between third-party and first-party applications without the use of tools like Zapier. Webhooks are sometimes called “reverse APIs” because they allow users to trigger events based on changes to the website’s data. Instead of taking data from users and creating a response, the data […]
Zoho CRM Integrations Using Zapier to Make Working From Home Easier
Working from home has its perks – and its perils. We’ve chosen our favorite Zoho CRM Zapier integrations for working from home, covering the majority of the unique demands of the work-from-home user. Video Conference Video conferencing is fast, becoming an essential medium for business conversations around the world. It has only been growing in popularity […]
Calculating Sales Commissions with Custom Functions in Zoho CRM
In all but the most badly-run sales departments, the commission is based on how much stuff a salesperson sells. However, it’s not always that straightforward: sometimes commissions vary based on products, with incentives to sell particular packages and services paid out in the form of higher commissions. A simple percentage calculation doesn’t typically cut it. […]
Building Custom Zoho CRM Links That Quickly Check Your Prospect’s Web Footprint
You can create custom Zoho CRM links that incorporate data from CRM records. For example, you might create a link that automatically searches Facebook for a lead’s information by automatically plugging their first and last name into a generated link. When opened in a browser, this link will instantly perform a search on Facebook’s website […]
Tracking Web Conversions on Zoho CRM
It might not be obvious at first, but good customer service is largely about information, such as tracking web conversions. When your customer service team has the information they need, they can provide useful, meaningful customer service to your clients. Ideally, your customer service representatives would have access to the entire CRM record for a […]
The Role of Your CRM in Customer Service and Support
CRMs aren’t just for sales and marketing. A good CRM should track everything you know about your customers. From their address and billing information to their last purchase and support ticket. With all this information centralized and organized, your teams can find the information they need quickly and efficiently without getting lost or accidentally finding […]
