Zoho News, Tips and Tricks

"When do I convert a lead?"  

This is the most common question we hear when doing Zoho CRM training related to leads.

Instead of struggling with the "when", focus on the how and implement a simple policy to help act as a guideline so that your lead conversion and sales process are streamlined and efficient.

A 'view' in Zoho CRM is a filter, available on every module, which if used properly can be a great way to increase productivity and get access to accurate information.

Zoho offer a suite of online business tools, including Zoho Wiki, which is an online wiki solution that allows you to quickly and easily create an organisation wiki without any technical knowledge or hardware or software.  You can even integrate Zoho Wiki into your Zoho CRM to allow relevant teams to manage wiki information keeping your teams up to date and informed on all corporate matters...

Web Tabs allow you to link embed websites or even third party apps like Accounting or HelpDesk apps within your CRM, giving your teams a truly multi purpose portal at their disposal.

A new feature in Zoho Reports allows you to add User Filters on the fly, based on any field in your reports database. Here are the steps to add a Date filter in your Zoho Reports database.

Zoho CRM allows administrators to create email templates that can be used to increase the efficiency and professionalism of your sales teams.

Logging sales calls is so easy in Zoho online CRM, which means your sales team can get on with what they do best: selling. Zoho CRM comes with an inbuilt call logger, with automated timer, options to make the call billable, and even a standard call report for Sales Managers. Here's a step by step guide on how to log a sales call in Zoho CRM.

Logging sales meetings couldn't be easier in Zoho CRM, the powerful online CRM solution and flagship of the extensive suite of Zoho business solutions. And, with built in online meeting (screen sharing) functionality, your sales team have the ability to give instant online demos to prospects/customers. Here's how to start an online meeting direct from your CRM.

Zoho CRM autoresponders allow you to carry out automated email campaigns on leads or contacts. Here is a useful tip on how best to manage the recipients in your autoresponder list.

Online meetings are not like normal meetings.  You cannot judge body language as well as you can when doing them face to face, you cannot always see your participants, you need to rely a lot more on technology, which can have glitches. Here are a few tips to help you on your way to hosting effective online meetings.

Create a Web to Lead Form in Zoho CRM and Capture Leads From your Business Website

If you have wondered how to increase the efficiency of your business website then why not consider using Zoho CRM to increase sales efficiency by capturing potential leads directly from your website.

Strategic Zoho Online Solutions Tailored for Claim Management

Unable to analyse claim data for your business?  Unsure which products are receiving most claims? Why not utilise the power and flexibility of Zoho online solutions for Claim Management?

Use Formula Fields and Custom Reporting in Zoho CRM to Calculate and Report on Sales Commissions

The tremendous flexibility of Zoho CRM web based CRM solution allows you to improve sales and accounting workflow by creating custom formula fields, CRM workflow and customised reports that can be used to automatically calculate and report on commissions owed to sales managers.

Email Documents Directly to your Zoho Docs Online Document Management Solution

Zoho Docs, the online document management solution from Zoho, provides a great feature that allows you to upload documents without even logging into Zoho Docs. Save time, centralise documents, collaborate with your team.