The end of the year is approaching, how is your performance this year? Seeing that other people’s performance is over-fulfilled, but your performance always fails to complete the target, are you in a hurry? Others can, and so can you. Choosing the right CRM system realized sales automation and boosted performance.
Get important customer emails in time
Every day at work, do you want to open your mailbox, check and reply to those important emails? However, there are too many emails in your mailbox, notification emails, subscription emails, advertising marketing emails, etc. Use Zoho CRM to help you solve problems easily. Whenever you receive an email from a potential customer, an email icon will pop up on the Zoho CRM homepage. In this way, you don’t have to worry about missing important emails from potential customers.
Mobile CRM
Sales staff work almost around the clock and participate in many customer meetings and events. But you can’t always carry a bulky laptop with you to update activities and keep up with the rest of the team, right? Zoho CRM mobile app, from adding potential customers to creating tasks, receiving email notifications to finding nearby customers, helps you easily realize mobile sales.
Automatically perform routine actions
When sales staff contact potential customers, they need to perform a series of operations. For example, 50 potential customers need to be contacted a day, and 30 of them have been communicated, but the other 20 customers have not responded. You need to continue to communicate with these potential customers and update your tasks. Do you want to perform the same operation again and again?
No need, you can automate these operations through the macros in Zoho CRM, select records (leads/leads) and run the macros, and then you can automatically handle these repetitive tasks, which greatly saves time and effort.
CRM activity view
Sales staff need to face many tasks and activities every day, from visiting potential customers, to product demonstrations, to creating tasks and so on. Don’t you know which task to perform first?
Through the activity kanban view in Zoho CRM, you can clearly determine the priority of the activity and help you schedule the activity more reasonably.