How to Effectively Utilize Zoho CRM for Lead Management?

I recently onboarded Zoho CRM for my startup and want to learn how to maximize its potential for lead management. Any seasoned Zoho CRM users willing to share their strategies, tips, and best practices?

M

Posted by Manaka Heiji

Zoho CRM

CRM

Latest activity: Apr 1, 2024

How to Effectively Utilize Zoho CRM for Lead Management?

I recently onboarded Zoho CRM for my startup and want to learn how to maximize its potential for lead management. Any seasoned Zoho CRM users willing to share their strategies, tips, and best practices?

P

Posted by Pu Yong-SikOct 25, 2023

When it comes to lead management in Zoho CRM, automation is your best friend. Set up workflows to automate lead assignment, follow-ups, and notifications. Also, take advantage of the SalesSignals feature to get real-time notifications when leads interact with your emails or website.

T

Posted by Tabari BakshApr 1, 2024

I've started using the lead scoring feature on Zoho CRM, and honestly, it's a lifesaver. You can score your leads based on their engagement level, behaviors, and even demographics. It's been a huge time-saver for me, ensuring I put my energy into the leads with the highest potential.