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Training and Zoho CRM

By CRM, Zoho, Zoho CRM

3 Disadvantages of Learning Zoho Tools on Your OwnAre you thinking of learning Zoho CRM all on your own?

If you are, it’s fine. We have plenty of clients who take on their training independently and I respect that. In fact, the videos that we offer on Marks Group Live are there to supplement your in-house training. They also provide advice, tips and tricks for using the application well. If you decide to self-train you may be fine. But there are some big pitfalls that you should be aware of. For example…

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Zoho Creator: How To Get Started

By CRM, Uncategorized, Zoho, Zoho CRM

Back in the day people would build their databases using products like Microsoft Access or Filemaker. This evolved. Now software companies like Intuit makes Quickbase and Zoho makes Zoho Creator. These do the same things with one huge difference: they’re in the cloud.

Because Zoho Creator is a cloud based app creator you can build your own systems completely from scratch in a hosted environment that can then be accessed by whoever you want wherever they are and the app can be integrated into other cloud based applications, particularly Zoho applications.

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Zoho Motivator Makes Sales Fun

By CRM, Zoho, Zoho CRM

Any person in sales knows the grind… you have a sales target to meet by the end of the week/month/quarter, and you do what you need to do to meet that goal. Sometimes it’s stressful, sometimes it’s easy, and sometimes it’s downright boring. It can be serious work meeting your goals, but I guess that’s why they call it “work” and not “have fun all day”. But even when you have to work, there are ways you can make it more exciting- enter Zoho Motivator.

What is Zoho Motivator?

Zoho Motivator is an insight driven application that is meant to motivate (duh) your sales team. Motivator “gameifies” your sales and has many interactive features like a leaderboard, contests and scorecards, to make sales fun and encourage your team to take their sales to the next level. With an application like Zoho Motivator, you can engage your sales team, which can improve productivity. When a member of your staff feels motivated and excited to come to work, you can build a team that is dedicated and excited about the work that they do.

What Else Can This Program Do?

Beyond making sales fun, Zoho Motivator is a great place to collect sales data. Motivator tracks each salesperson’s process, and can see how long it takes them to close deals. If once of the members of your team is having trouble closing a sale, motivator will analyze the pattern of that employee and see where they get stuck. With some simple coaching, and the data from Motivator, you can take your sales team from great to amazing.

Build Confidence with Motivator

You can also track and display you team’s accomplishments with Motivator’s leaderboard. You can create short term and long term “contests” to see who can sell the most in an allotted period of time. Motivator even has a live ticker tape function that allows your team to display up to date sales as they close. Build morale by celebrating every sales milestone in real time.

Integrate with the Zoho Platform

Like every other Zoho application, Motivator easily integrates with the Zoho suite of products. In the case of Zoho Motivator, this is most helpful when you integrate with your Zoho CRM. Information from your sales and deals can automatically map over from each program. Also in Zoho CRM, there is a feature called “gamescope”, which incorporates the games and incentives that are set up in motivator.

The Marks Group offers expert-led Zoho training and support on all Zoho apps and products. Contact us at info@marksgroup.net to find out more and check out our YouTube video library!

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