So, here’s our favourite 5 Zoho CRM tips.
One of the best features of the Zoho system is that there are many little Zoho CRM tips that often get lost or go unnoticed. But today, we’re here to drag those tips into the spotlight.
1. International Timing
2. Create Events Automatically
3. Clutter-free Home Page = Clutter-free Life
When you’re working within Zoho CRM all day, every day, it can be easy to let the homepage stack up. However, there are a few simple ways you can organise and create a cohesive space – here’s how.
4. Follow-up with Those Who Haven’t Replied
Sometimes, when you have multiple things occurring at once, it can be tough to observe who has replied to your emails, events, or notes and who hasn’t.
5. Keep Everyone in the Loop
Part of the stress of closing a deal is ensuring that everyone who needs to be in the loop, is.
· Keeps everyone up to date automatically.
· Keeps everyone in the loop, depending on their role.
For example, an evaluator may want to know if the deal has been won, but the executive may not need to know straight away. You can automate these responses depending on the role of the person receiving the email.
Regardless of how you use Zoho CRM, make you use it in a way that works for you.
There, that’s our favourite 5 Zoho CRM tips that we suspect you didn’t know about. Do you have any you’d like to share? Let us know