Category: Zoho Crm
By Bob Ritter
Optimize your CRM usage with Zia. Zia analyzes the data each rep enters and the tasks they complete every day to predict the outcome of sales activities. Zia also offers solutions to complete these activities smarter and faster. Ask Zia for any information from your CRM database by calling or chatting with her. Stay on … Continue reading “Zia”
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The Log a Call functionality helps you to register the inbound calls (received from leads and customers) and outbound calls (dialed to leads and customers) with call details such as call duration, date and time of calls, notes, etc. Users who frequently make calls or receive calls in an organization can make use of this … Continue reading “Logging Calls”
Read MoreBy Bob Ritter
Dashboard is a pictorial representation of your custom reports, which gives a real-time snapshot of your organization’s key metrics. Using dashboards, you can easily visualize the patterns and trends in sales, marketing, support, and inventory related data. For example, you can glance at the products that are selling fast over a period of time, compare … Continue reading “Dashboard”
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