Zoho CRM Plus helps you engage with the right prospects, sell more effectively, retain more customers, while measuring and improving every customer-facing activity. Zoho CRM Plus is a bundle of the most common combination. It includes: CRM Support Campaigns Survey Projects SalesIQ Social Reports Attract, retain and delight more customers. Beyond basic lead and contact[…]
CRM View For Activities The CRM View for Activities in Zoho CRM is available for the tasks, events and calls in the Activities module. A clear view of the type of tasks and the priority would give sales individuals a helping hand in managing time and concentrating on what is most important. The view is[…]
Introducing Zoho Projects Tab A new tab called “Zoho Projects” will be visible for the users who have the “View” permission in Zoho Projects Integration. Inside which you can see a complete Zoho Projects interface associated to the configured portal. Accounts – Client Mapping While you are integrating Zoho Projects with Zoho CRM, if there[…]
A short 5 minute video on lead management within Zoho CRM. See how to bulk upload Leads from a spreadsheet. Learn about Workflow rules to automatically assign leads to a specific sales person.
FlexableIT is hosting two free two hour workshop in the Colston Office Centre on the topic of “Growing Your Business – How to improve sales, cash-flow and profits – with CRM (Customer Relationship management)” You will gain an understanding of the key drivers of growth and answer some of the key business questions: Your customers are your[…]
In this video (6 minutes 20), you will learn how to focus on your day to day Sales activities within Zoho CRM Sales are typically focused on their Pipeline and Tasks. The customisable Home Tab can be used to pull data from the key modules to highlight the important data. Learn how to[…]
In this video, you will learn the basics of Zoho CRM. Starting with defining what CRM (Customer Relationship Management), why you need a CRM and the benefits of CRM. The video explains the basic terminology that Zoho uses when deploying Zoho CRM. What do the terms Leads, Contacts, Potentials mean? The video explains[…]
How can you measure ROI? A successful marketing campaign will utilise many channels over a set period of time. Then a lead generated by a campaign needs to be nurtured before a sale is complete. How do you attribute costs associated with marketing to a sale? How do you demonstrate that a campaign was a[…]
Advanced Partner Training Zoho has selected twenty worldwide Partners to attend Advanced Partner Training in Chennai, India and FlexableIT was selected to be one of them. Zoho’s headquarters and key development is based out of Chennai. This trip will mean not only a greater depth of understanding of Zoho’s portfolio but also closer links being[…]
Zoho and FlexableIT combined resources to promote Zoho’s portfolio of products – focusing on Zoho CRM and Zoho Campaigns at the recent Technology for Marketing and Advertising show in London. Product specialists and Product managers from Zoho were available for new and existing customers. The Zoho team were kept busy with a high number[…]