The business process of each enterprise is not exactly the same, and the internal processes and sales steps of the enterprise are also different. So, how should enterprises adopt different layout modes for different sales processes? You can manage multiple business processes through the multi-page layout of CRM .
1. Each process corresponds to a layout
CRM can help enterprises centrally manage the sales work of multiple products and processes. Salespeople can view and access personalized data in page layouts to create their own workflows. Of course, the Zoho page layout is not static. You can design an exclusive page layout for each new process by setting fields, links, buttons, etc., to better meet your usage needs.
2. Simplify the input through the condition field
If your business offers multiple products, it can be difficult to showcase all the specifications or features found in one product. Through the condition fields of Zoho CRM, users can directly find the corresponding fields according to the selected conditions when filling in, bringing a faster and more orderly experience.
3. Make sure the correct information is recorded in the CRM
When an enterprise's business involves multiple products or services, its data volume will be much larger than that of a single product. The data quality in the CRM system directly affects the work efficiency of business personnel. Use Zoho CRM to perform conditional verification based on multiple standards of specific industries and specific needs to ensure that the correct data is entered into the system and ensure that the data is clean and orderly.
4. Comprehensive presentation of data
In most cases, CRM data is distributed in different modules, without combining the corresponding situation, a lot of data is meaningless. Zoho CRM's cross-module link records can provide more background information for data: such as associating marketing activities with leads, associating contacts with customers, and fully reflecting the relevant information of the data.