Assigning Leads to Salespeople Fairly With Zoho CRM Automation
Assigning leads can be a tricky political business. How do you distribute leads fairly so that everyone has the same opportunity to thrive and make money without showing favoritism or giving valuable leads to poor performers? Most organizations settle on a random or semi-random method to avoid any appearance of preference or punishment. Absent any […]
Using Deals and Quotes to Close Sales and Impress Clients
A formal quote is professional and attractive to clients. When they receive a well-organized and cleanly presented estimate, that tells them your organization is trustworthy and reliable. Email quotes or handwritten quotes aren’t nearly as useful for building confidence, and they will reduce the number of closings you’re able to accomplish when holding other factors […]
CRM Basics: Your First Steps With a New CRM
You might see a CRM as a super-powered contact list, but it’s more than just that. It’s also a notes app, a calendar, a funnel tracker, a marketing planner, an email delivery system, a project planner, a to-do list, and so much more. If it sounds like a lot, it can be. Fortunately, the whole […]
Capturing User Intent with Zoho CRM
User intent is all about understanding a user’s goals based on their actions. You can easily see a user’s actions on your website: it’s not always so easy to divine their intentions. However, you can make an excellent guess at their goal with only information about their browsing behavior on your own website. Capturing User […]
5 Things You Didn’t Know You Could Do With Your CRM
Your CRM is more powerful than you realize. You know you can track prospects, log customer touches, send mass emails, track communication, and empower collaboration between teams. Not to mention, there’s even more that your CRM can accomplish! Here are five things you can do with your CRM that you’ll wish you knew about before. […]
The Hidden Value of Automated Follow-up Emails
Following up on emails is tedious. The email pros at Yesware have discovered that over 70% of their users’ sales conversations stop after a single unanswered message. Although, only 30% of people who would eventually respond actually responded after the first message. As rude as it might feel, polite badgering is the single best way […]
Integrating Your CRM With Multichannel Communications
Today’s media landscape is immense and variable. The great explosion of the internet age has been in content and communication channels. Business doesn’t just communicate with customers over channels they control. Users want to find your brand wherever they are the most comfortable looking for it. If that’s Twitter, YouTube, or your website, you’d better […]
Integrate Zoho CRM + Google Analytics For Precision Marketing Campaigns
By default, Google Analytics can’t and won’t track offline revenue, and Zoho CRM can’t see Google Analytics’ detailed data. With a service to connect the two and exchange the data each lacks, you can supercharge both applications and plug their collection gaps at the same time. GAConnector provides consistent two-way communication between Zoho CRM and […]
5 Reasons You Need To Switch To A New CRM
An effective CRM is the backbone of a productive sales team. Without data, they can rely on and tools they can trust, they’ll be hamstrung and limited. Unlock the true potential of your team with a better CRM, and you won’t likely be disappointed. But how do you know it’s time to switch? Here are […]
5 KPIs Your CRM Should Be Tracking
Key performance indicators (KPIs) are a critical part of managing a team. In sales and marketing, KPIs determine bonuses and guide performance reviews. These KPIs are supposed to be proxies for success in your job: if you’re a salesperson, the more you sell, the better you’re doing. Unless, of course, your massive sales aren’t making […]
