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5 Simple Ways to Automate Your Routines With Zoho CRM

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In our previous post, we discussed how cloud-based CRM can help your business. Now, let’s take it a step further. You’re ready to choose your cloud-based CRM system, but which should you choose?

Cloud-based Zoho CRM offers CRM experts committed to providing you with a quality product and exceptional service for the long haul.  Zoho CRM has many benefits and features, and is an excellent option for:

  • simplicity
  • reliability
  • functionality
  • and compatibility.

Automate Routines With Zoho CRM

If your business is growing, then it’s likely that you’re short on two major things: resources and time. So, how can you do more, with less? With Zoho CRM! In this second installment of a 3-part series, we will offer 5 simple ways to use Zoho CRM in automating the most repetitive parts of your sales process.

1. Leads

Without automation, you have to manually assign each new lead to a particular sales rep. If you’re getting 100 leads every day, that means you’ll be performing the same task 100 times!

With automation, you can segment your leads in Zoho CRM based on criteria such as source or city. Or, if you want your leads equally distributed there’s the round robin option, which will manage lead distribution automatically!

2. Emails

Do you send welcome emails to new leads? If you do, you might find yourself copying and pasting the same content regularly. But if all that’s changing is the recipient’s name, why do the same thing over and over?

Zoho CRM stops you from doing mindless, busy work.

Create email templates to speed up the process, and spend your time instead generating more leads! And even better: use a workflow rule for your Leads module so that every time a new lead comes into your CRM, they automatically get a welcome-email in their inbox.

 3. Follow-ups

Research shows that 78% of buyers choose the vendor that immediately responds to their needs. That being said, following up with a lead is as crucial as generating a brand new one. But you can’t spend all your time only following up on leads. So, what should you do? How can you focus on both generating leads and following up with them?

Zoho CRM will make it faster for you to follow up!

Use custom views and advanced filters to automate follow-ups, by locating deals closing this month that have no follow-up email or call associated with them, or locating leads with no recent notes attached. Or, even better, use a macro: When the system sees that a large part of your daily routine consists of sending emails, updating fields, and creating tasks, Zoho CRM prompts you with a suggestion to run a macro and respond to your leads sooner. You’ll even get a reminder of the calls and meetings you have for the day.

4. Approvals

When the time comes to close a deal, you want things to run as quickly and smoothly as possible. A deal may be delayed if it doesn’t reach a manager fast enough.

With Zoho CRM, you can automate approval requests for a discount or purchase order. Set one-time approval rules to get the approval process going quickly! This will allow you to close more deals in less time.

 5. Escalations

Most customers don’t escalate — instead, they move straight to checking out your competition. So, you can sit around and wait for customers to escalate issues, but you may be left waiting.

Instead, set case-escalation rules in Zoho CRM. You’ll be able to keep customers informed of any delays, so nothing — or nobody — slips through the cracks.

Pick Cloud-Based Zoho CRM!

So, if you are interested in cloud-based CRM, then Cloud-based Zoho CRM is the way to go! It is completely customizable and offers valuable automation for your regular tasks, including:

  • leads
  • emails
  • follow-ups
  • approvals
  • and escalations.

The only thing left is to learn how to get started with Zoho CRM, which we will discuss in our next post!

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3 Responses to 5 Simple Ways to Automate Your Routines With Zoho CRM

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