Zoho CRM is the online software that is used to manage customer relationship. It is utilized in managing the sales of a business, its marketing as well as support which are all provided by one system. For beginners, here are some tips and tricks that can be useful while getting the hang of the software.

  • Social media is rich with prospects. Make sure you get the valuable ones by automating lead generation with both Facebook and Twitter. This can be accomplished through Social Automation Rules sett
  • When you create a recurring event, you can choose schedule such as yearly, monthly, weekly or daily. It is one way to avoid committing mistakes when creating events that are recurring.
  • Always remember the leads which did not respond on your first contact. With Zoho CRM, you will get automatic notifications regarding all your idle leads thus you will be able to take action right away.
  • Style sheet maintenance is important. Follow simple rules such as when using nouns – decided on United States of America, US, or USA – so that your CRM database will be uniform and clean.
  • Assess how you use your email templates in different features including mass email scheduling, web forms and workflow rules.
  • For advance filters, employ different criteria combination. Through this you will be able to see important sales insights right away.
  • With the CRM software, you will know about important updates and receive them automatically using the auto-follow feature in your Feed.
  • You can customize the values of your Deal Stage depending on the sales process that you have.
  • The layout of the search results can also be customized based on the set of columns that you like to be displayed.
  • Find all your events in one place by synching the calendar under Zoho CRM with the Zoho Mail Calendar.
  • If you are not sure when to contact people in your list via email or a phone call, use the suggestions made by Zia through the “best time to contact” feature.
  • Make sure that your homepage is not full of clutter because it can negatively impact your productivity.