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Posted by Manaka Heiji
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.
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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.
M
Posted by Manaka Heiji
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.
Posted by Jared Kent
Latest activity: Sep 8, 2023
How easy is it to tailor Zoho CRM to your specific business needs?
For those who've used Zoho CRM, how flexible is the platform in terms of tailoring it to your unique business needs? Have you found it easy to set up and customize, or did it come with a learning curve?
Posted by Chad BeanSep 8, 2023
Zoho CRM offers a lot of flexibility in terms of creating custom modules, fields, and even automating certain tasks. However, I won't lie – getting everything set up exactly as I wanted took a bit of time and experimentation. The learning curve is there, but Zoho's support and resources helped me navigate through it.
Posted by Jared Kent
Latest activity: Sep 8, 2023
How easy is it to tailor Zoho CRM to your specific business needs?
For those who've used Zoho CRM, how flexible is the platform in terms of tailoring it to your unique business needs? Have you found it easy to set up and customize, or did it come with a learning curve?Posted by Chad BeanSep 8, 2023
Zoho CRM offers a lot of flexibility in terms of creating custom modules, fields, and even automating certain tasks. However, I won't lie – getting everything set up exactly as I wanted took a bit of time and experimentation. The learning curve is there, but Zoho's support and resources helped me navigate through it.
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