Let’s face it. Most of your salespeople don’t like using a CRM system. They don’t like the manual data entry that’s involved to update it. They don’t like to spend endless hours doing reports. And most frequently, they complain about their CRM system not being user friendly. But as much as you can blame your CRM software, you can also blame the way it’s been setup, the way it’s been implemented and managed. So how can you make your CRM system friendlier and get your salespeople to embrace it?
Here are 3 tips that can help sales reps get things done better and faster:
When we published the Gain More Insight Into Sales With 3 Types of CRM Reports post, CRM user Wendy Wright wanted to know, “What % of leads were closed/won in the last month?” (i.e., how to know the total number of leads got, to those that finally got converted to sales)
This is where the Advanced Analytics Add-on for Zoho CRM, powered by Zoho Reports, comes in. It helps CRM users to slice and dice data, and get actionable insights.
Our California office is moving to a new address:
4141 Hacienda Drive
Pleasanton, CA 94588
During the move, there might be some disruption on our existing phone line (+1 925 924 9500) for the Pleasanton office.
Here’s an alternate number where you can reach us, just in case : +1 408 916 9876
Our toll-free support numbers will continue to work, without any disruption.
Have a great weekend!
We are delighted to announce that Zoho Recruit will be exhibiting at the Recruiting Trends Conference, held at Planet Hollywood, Las Vegas from 22-25 October 2013. We will be there on Thursday and Friday, the 24th & 25th of October 2013.
We will be available at Booth no.415; so feel free to drop by for a demo and to chat about how Zoho Recruit can fit your recruitment needs and give you a strategic advantage in today’s challenging economic environment.
The Recruiting Trends Conference is a fantastic opportunity to meet and network with industry leaders. Please visit Recruiting Trends Conference website here to know all about the conference and register your details.
We look forward to seeing you there!
A common concern for survey researchers is the response rates for their surveys. To bring in high response rates surveys have to reach the right audiences to accomplish this. The convenience of web based surveys and social networking sites can help you reach out to more participants and with the right audiences accessing your surveys, it brings in higher response rates. Zoho Survey’s new features are intelligently incorporated to enable survey creators to reach out to prospective participants easily.
With Zoho Survey’s auto-translate feature there is no need to worry about non-English speakers not participating in your surveys. Your surveys can now be translated in to more than 30 languages! The auto-translate feature converts the survey in the language you select with the help of Google Translate. Save time by creating a survey, use the translate feature and send out your surveys to non-English speaking populations too. With this feature all that your respondents have to do is choose the language in which they want to answer your survey. View Help.
Embed surveys on Facebook
It is always important to promote your online surveys to increase participation and with Zoho Survey you can now embed your surveys right on your Facebook page. Select a page to embed the survey on, making it visible to all the followers of the page. This makes your surveys easily accessible increasing the chances of your followers completing the surveys from Facebook. Reach out to more people with this feature to get the valuable data that your are looking for.
Print and Export to PDF
If you want to go the traditional way and get your surveys on paper, it’s easy to export your surveys to PDF and print them out. You can hand printouts of the survey either for feedback, to review or answer your surveys if they do not have access to the internet.
Try out the new features in Zoho Survey and tell us what you think.
The Zoholics CRM team is coming to Dallas, Chicago and NYC!
This is great if you are exploring CRM options and want to learn more.
Already using Zoho CRM and you want to learn how to get the most out of it?
Need to get your team trained on Zoho CRM?
Then head down to meet us at:
We’ll have sessions tailored for the newest new-never-even-touched-CRM user to advanced customization for CRM veterans that are looking for additional ways to maximize functionality to drive sales and revenue.
Core CRM Functions will include training on:
- Customizing CRM for your Business
- CRM & Email Integration
- Extending CRM with Support and Creator
- Sales Tracking & Forecasting
- Automating Sales Activities with Workflow Rules
- CRM with Google Apps
- CRM Best Practices
- Getting the Most out of Zoho CRM
- Marketing Using Zoho Campaigns
- What’s New in Zoho CRM
Following the sessions, Zoho’s Evangelist, Raju Vegesna will also be providing you a bigger picture on where Zoho is headed with new developments and the big picture of Zoho.
Join us with your laptop/tablet/smartphone and come learn more about Zoho CRM. Stay for the evening reception to have a drink and some delicious grub with us!
Register at the location near you.
Questions? Email us at: email@example.com
See you soon!
Two years ago, Rich Cornell decided it was time for him to venture into an independent business offering insurance and benefit solutions to employers. Having previous experience in this field Cornell knew that tracking leads and customers would be of utmost importance from the very beginning. As such, finding a CRM solution was one of his first orders of business.
As an experienced CRM software user, Cornell had experienced various problems with the previous tools he had used and, now starting a new business, he really wanted to find a solution that was simple, flexible, and cloud based. However he still had reservations about switching from the CRM tools that he was already familiar with, despite their shortcomings, to try something new.