Let your CRM follow up for you.
Knowing what actions have to be performed to convert a lead to a deal play a major role in closing it. When new leads come to your CRM, you either send them a welcome email or a series of drip campaign emails to qualify them. Use instant and scheduled actions in workflow rules to automate the follow-up process in your pipeline.
Hook your apps up.
Want to text your warehouse every time you close a deal? Webhooks let you trigger actions in third-party applications every time an event occurs in CRM. From creating a contact to closing a deal, use webhooks to put your CRM in conversation with hundreds of other apps.
Extend your CRM with custom functions.
As a salesperson, you need to access different pieces of customer information that are essential to follow up with your leads and close your deals. However, keeping track of all of this data is difficult when you use different applications. Zoho CRM’s custom functions can help you solve this problem. Build custom functions so you can view information from third-party applications that you use on a daily basis right inside your CRM. You can also auto-fill state and city based on zip codes, or calculate cumulative revenue from a customer based on all closed deals.