Use SalesIQ to effectively score leads and prospects
How do I set up SalesIQ and Campaigns to effectively identify leads and prospects?
If you are using Zoho SalesIQ, Zoho CRM, and Zoho Campaigns, you can build scoring rules for visitors to your website. Watch the below video to see how this would work in practice
CRM Campaigns can be integrated with other Zoho products, such as Campaigns (email marketing), and Backstage (event management) - however, it is also possible to create your own custom campaign in CRM - for example a Open House event. You might want ...
Tracking "referred by" on your leads 6 0 Comments The best advertisement is word of mouth - your customers referring you to new potentials. Standard Zoho CRM does not provide a link between leads and the contacts that referred them. It is, however, ...
How to configure email in CRM How it works In Zoho CRM, you can have all emails to and from contacts associated with the particular record. This means you do not have to go to an external email program to search for email conversations between ...
In CRM, you can create a webform to capture leads or contacts. As it is most used for leads, we will focus on that here. In CRM go to Settings, and under Developer Space click Webforms (note: you do not need to write any code): Select the module you ...
Over the course of using a CRM system, duplicates tend to get created by accident. Sometimes it is due to users entering records twice, sometimes it is due to clients entering forms more than once. Zoho CRM comes with a Deduplication method built in. ...