CRM News Today

Zoho CRM Social CRM: Monitoring and Engaging Social Leads

Zoho CRM Social CRM: monitoring Twitter, Facebook, and LinkedIn from the CRM, converting social interactions to leads, keyword monitoring for purchase intent signals, and the Twitter API access limitations that affect social stream monitoring.

Zoho CRM Webforms: Capturing Leads on Your Website

Zoho CRM web forms: building and embedding lead capture forms, automatic lead assignment and routing, duplicate record handling, CAPTCHA spam prevention, and troubleshooting form submissions not creating CRM records.

Zoho CRM Gamification: Motivating Your Sales Team with Contests

Zoho CRM Gamification (Motivator): setting up points, leaderboards, and contests, which KPIs to gamify for activity quality, TV dashboard display, and avoiding the fake-logging problem that undermines gamification programs.

Zoho CRM Territory Management: Setup and Best Practices

Zoho CRM Territory Management: building a territory hierarchy, setting up geographic and industry assignment rules, configuring territory-based visibility, quota and forecasting by territory, and solving common rule and visibility problems.

Zoho CRM Cadences: Automating Sales Outreach Sequences

Zoho CRM Cadences: how sales outreach sequences work, step types for email, call, and LinkedIn touchpoints, automated vs manual enrolment, cadence design best practices, and common problems with reply detection and plan availability.

Zoho CRM Mobile App: Features and Review

Zoho CRM mobile app review: iOS and Android feature comparison, check-in and business card scanner evaluation, call logging workflow, offline mode limitations, and how it compares to Salesforce, HubSpot, and Pipedrive mobile apps.

Zoho CRM for Manufacturing Companies

Zoho CRM for manufacturing: distributor account hierarchy, quotes and CPQ for custom pricing, territory management for field sales, contact roles for multi-stakeholder deals, and common problems with data visibility and discount tier configuration.

Zoho CRM for E-commerce: Connecting Sales and Store Data

Zoho CRM for e-commerce: connecting Shopify and WooCommerce, syncing order history and LTV data, win-back workflows, cart abandonment recovery, and B2B wholesale account management within the CRM.

Zoho CRM for Healthcare: Features and Compliance

Zoho CRM for healthcare: HIPAA BAA requirements, use cases from B2B medical device sales to referral network management, data security configuration, and what healthcare data can and cannot be stored without compliance risk.

Zoho CRM for Real Estate: Features and Configuration Guide

Zoho CRM for real estate: remapping default modules to real estate workflows, essential custom fields for buyers and transactions, pipeline stage configuration, buyer lead follow-up automation, and post-transaction relationship management.