When sales teams use the CRM, it’s not just for new business. In many companies, the low-hanging-sales-fruit can be found with existing or past customers. So, managing client accounts is a vitally important function. Zoho CRM supports Streamlined Client Account Management by offering best practice and tips for users. The learning objectives are:
To understand the benefits of effective account management
To learn how to leverage regular communication better within the CRM
To understand how to use the 360 degree client view within the CRM, to improve account management
