Maintaining CRM Hygeine – What happens when a Contact leaves and organization? One of the most crucial aspects of CRM management is keeping your dataset clean, organized, and up-to-date. A well-maintained CRM is like a high-performance engine: it runs smoothly, helps you meet your goals efficiently, and minimizes costly errors. The cornerstone of CRM hygiene… Continue reading How to Manage CRM Records When Contacts Leave a Company

Most businesses have unique business processes. These processes are a major factor when deciding on their software requirements as the software will need to be robust enough to provide a huge amount of capabilities to handle these unique business processes.  Zoho CRM understands these unique requirements well. To ensure that instructions and processes are followed,… Continue reading How Blueprint in Zoho CRM can help your business

Redundant Data and the importance of Data Quality Maintaining good formatting and quality of data can be extremely helpful for your organisation and for the CRM. If you have set up a lot of task automation in Zoho CRM, new records will be created into your Leads, Contacts or other modules at a much faster… Continue reading Ensuring Data Quality in Zoho CRM

A successful sales closure rate is an integral component of all businesses, no matter the industry. Luckily there is a formula and a set of rules that can significantly increase a potential sale going all the way. An essential sales rule that is easy to complete is following up a potential client on their decision,… Continue reading How to Automate Quote Follow-Ups and improve closure rate with SyncEzy using Zoho

CRM systems are known to be very useful for sales & marketing purposes. But did you know that CRM systems can also be effectively used as a Customer Support platform? After all, CRM stands for Customer Relationship Management, and the name itself implies managing and fostering a healthy relationship with your customer. Here are some… Continue reading How a CRM can be used effectively for Customer Service

With 2020 fast approaching, why not make a New Year’s resolution to kick start your business’ sales and marketing capacity with a CRM.  Unlike most New Year resolutions implementing a CRM in your business means less work for a greater gain throughout 2020.  There are many CRM services available to users and they benefit businesses of all… Continue reading How a CRM can benefit your Sales & Marketing