Below are examples of formulas that can be used as Formula Fields or in your processes. These formulas can help you automatically populate fields to help manage your Accounts and Contacts Read More
Below are examples of formulas that can be used as Formula Fields or in your processes. These formulas can be used on any Salesforce object that you want to calculate a commission (e.g., Cases, Opportunities, etc). Read More
Below are examples of formulas that can be used as Formula Fields or in your processes. Although the examples are for Case Management they can be edited for use with other objects and processes. Read More
Once you’ve migrated to your new CRM and you’ve deduplicated and cleansed your data, you’ll want to verify that the right Users have access have to the CRM and proper access to key components and modules within the system. An account (User Id and Password) will need to be created for each User first for them to have access to the CRM Sales app. Next to update their permissions follow these steps:
Using the Activities functionality in Dynamics is a great way to help stay on top of tasks and client communications. It also allows collaboration across teams throughout your organization. This tip will show you how to use Activities on an individual basis and how to attach it to an account. Activities can also be attached to other record types as well.
Did you know that Zia in Zoho CRM can help predict the probability of a Lead converting to an Account/Contact and generating a Deal, and the probability of winning that Deal? This can help you gain a more realistic view of your sales pipeline and help you understand which clients may need more attention to convert to an account/contact and win the deal. Zia gains this ability by looking at your past performance – how you interacted with a client and what those Leads and Deals had in common. In previous posts we talked about what is Zia is and looked at Zia’s Sales Trend Analysis capabilities. This week we’re going to explore Lead Conversion and Deal Closure Prediction so you can see how Zia can help you sell better!
If you have access to Analytics, you can track your Sales Trends and Sales Follow-up Trends thanks to Zia in Zoho CRM! We previously discussed Zia and Data Enrichment, and now we’re going to take a look at what Zia can do with the automatically collected sales and activity data in your CRM. There are even pre-built dashboards right out of the box, saving you from having to build them on your own. You can even add them to your home page!
