Schedule activities based on your sales scripts: calls, meetings, mailing, and quotations. Get all information you need, directly on the opportunity: website pages viewed, mail received, etc.
Know exactly how you perform compared to your monthly targets.
Organize your work based on your scheduled next actions.
Get a quick overview of what’s going on in your team. See when a colleague logs a call or send a quote. Share ideas and files in real-time and catch-up things you missed when you were away.
As your sales team grows, you need to make sure the processes you’ve designed can scale, and that the same level of attention is given to your customers and leads. Automate repetitive tasks with Zoho CRM so that your sales team can spend less time on data entry and more time selling.