How to Use Zoho CRM for Sales
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- เผยแพร่เมื่อ 1 มิ.ย. 2024
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If you have ever been a situation where you get yourself thinking on "Did I follow up wit the Client", "How far am I from reaching my sales goals?", or even "Where are the notes from last meeting with this client?", this video will definitely help you on that type of issues!
In this video Massimo shows you how to best use Zoho CRM for sales.
00:00 - Introduction
01:10 - Which Modules in the CRM should you spend most of your time
05:06 - How to interact with your deals
07:47 - How to best follow up with you deals using CRM
Have any questions? Comment below and we'll answer you!
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Such a good video! I feel sad that I viewed it only now when I switched from Zoho to Flowlu already. Zoho worked so hard to make everything work, especially when it came to automation. I needed multiple modules, and it was a stumbling block to integrate all of them in Zoho, while in Flowlu everything is already in one single app. Anyway, thanks for the video!
How to work with zoho when i have many products and many customers?
Really good video.
Glad you enjoyed it! 💙
Hi Massimo, nice video, and I appreciate your work, thanks! I have been struggling with Notes fields, because unless I'm missing something, I can't use standard filters to see the notes my team has written over the last 7 days or so... only activities such as tasks, calls and meetings show up. Am I missing something, or do you have any other suggestions?
Hi Scott, Thanks for the question. You can filter by notes and this article goes through that here: help.zoho.com/portal/en/kb/crm/customize-crm-account/advanced-filters/articles/advanced-filters#Filter_records_using_advanced_filters But unfortunately you cannot see the notes in this page. What I would recommend is creating a report with the notes module included, so that you can see the content of the notes. Hope this helps!
@@BluRoot hey, thanks, that gave me a great head start on what I want to build out - thank you!
Hello Massimo, thanks for the great video. It really helps. In your opinion, should we make a deal for every opportunity we have? Like if a client might potentially be interested in a service or solution, then we should create a deal?
We use a separate solution for invoicing, quotes, and purchase orders. Do you advise us to create a deal for every quote we make?
What qualify to be "a deal"?
Thanks a lot if you could answer.
+1 sub!
Hi there this is a great question!
Typically we say to create a deal for every potential business opportunity that you have with a client. You never know, one may close and the other does not.
As for the quote per deal, we usually like to create a deal that encompasses the transaction/opp and then there may be three quotes that go to them that only one of them is accepted. So typically one deal for every opp. and then many quotes/invoices within that deal.
I am trying to make an already existing contact a lead
But it isn't popping up their name.
Seems one can only make a lead a contact and not make a contact a lead?
Hi Kingsley,
You are correct a lead can become a contact.. but not the other way around. A contact cannot become a lead.
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