crm hands on
DESCRIPTION
This presentation provides some examples and exercises to help you get your hands on CRM solutions. Once again this is a non-boring presentation (bullets free). Have fun and learn.TRANSCRIPT
![Page 1: CRM hands on](https://reader033.vdocument.in/reader033/viewer/2022061209/548c484ab4795995298b45a8/html5/thumbnails/1.jpg)
CRM hands on.
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hands on.
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What would you like to know?
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I want to know more about Sales Force Automation.
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Let’s do it.
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We’ll use Zoho CRM because it’s free up to 3 users.
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Sign in to Zoho using your Google, Yahoo or Facebook account.
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Create a new Lead.
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Don’t forget to save.
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Create a New Call (To Lead).
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Don’t forget to save.
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Convert the lead
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into potential.
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Don’t forget to save.
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Edit the potential by clicking on it.
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And set the stage to “Closed Won”.
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Don’t forget to save.
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Check the history.
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Create more potentials in different stages (new or existing Account).
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Check your Pipeline by Stage.
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Nice.
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I will get my bonus.
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And what if I want a bigger bonus?
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I’ll need best of breed Sales Force Automation solutions.
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Next question please.
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I want to know how to run multichannel campaigns.
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I would suggest you to use one of the best tools available.
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And let’s run a campaign in Zoho.
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Hit me with another question please.
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What about service?
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That’s why salesforce.com is one of the leaders in this area.
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Let’s see how Zoho deals with it.
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Last question.
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What’s in the sauce?
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I really can’t answer that.
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Summing up
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Don’t turn your back to your customers. Employ CRM platforms.
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Because “If we don’t take care of our customers, someone else will.”
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Hands off!